T. Rowe Price jobs in Colorado Springs, CO - 70 jobs

AI Business Analyst- Distribution and Enablement
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary This Business Analyst (BA) brings together three areas: growth of and support for the AI Champions program, coordination of business AI requests, and owning the training and enablement of tools that the GD GenAI program delivers. They work with Sr. AI Product Managers and AI Champions to time user enablement with product releases, tracking adoption and usage KPIs. Responsibilities * AI Champions network (ownership): Independently own and mature the AI Champions program across Global Distribution, setting role expectations, keeping playbooks current, running a regular cadence, and serving as the single point of contact for Champions and business partners. * AI Champions network (support & visibility): Coach Champions on practical use of AI tools; synthesize user/stakeholder feedback into clear improvements; provide leadership with concise updates on progress, risks, and what is needed to unlock value. * Business-driven AI requests (intake & routing): Act as the front door for priority AI requests that aren't on a major roadmap; quickly assess scope, data needs, potential value, and risks and recommend the delivery approach; align stakeholders on the plan. * Business-driven AI requests (delivery & handoff): Lead business analysis across delivery approaches, clarify the problem and success measures, translate needs into lightweight requirements, coordinate user validation, and plan a clean handoff to business and technology owners with clear support and adoption plans. * Training & skill development (ownership): Own the enablement and training plan for the GD GenAI Program's tools and capabilities; map role-based skills to the outcomes targeted by GD GenAI Strategy; coordinate curriculum and delivery with various GD and Enterprise training and development teams, platform owners, and Sr. Product Managers; be accountable for the plan and outcomes. * Training & skill development (execution & outcomes): Stand up practical learning paths for AI Champions and end users (short modules, hands-on labs, office hours, etc.); partner with Sr. Product Managers and AI Champions to sequence enablement with product releases and drive adoption; track proficiency and adoption indicators tied to GD GenAI Strategy OKRs, and feed insights into program reporting and backlogs. Mindset * Proactively embraces emerging technologies, with a particular enthusiasm for AI. * Demonstrates curiosity and a hands-on attitude, continually exploring and experimenting with new tools. * Initiates projects independently and has a track record of building solutions from the ground up. * Exhibits resourcefulness and thrives in environments where ambiguity is present. Qualifications Required: * Education and Experience: Bachelor's degree (or equivalent experience) in business, communications, information systems, or a related field and 5+ years in roles such as management consulting, internal strategy, digital/AI transformation, or product/analytics consulting where you designed and implemented new ways of working across teams. * Advanced GenAI and LLM expertise: Strong grasp of generative AI, large language models, and agentic AI business use cases. Hands on with prompts, agent-builder tools, evaluation approaches, and safe use patterns. Able to separate hype from value. * Business and technical translation: Turns complex AI concepts into plain English for business partners, then converts business needs into clear requirements and acceptance criteria for engineers and data teams using Excel and/or BI tools. * Vision and systems building: Able to define a vision for new operating models for AI usage, training, and request handling, then break that vision into practical processes, templates, and routines that can be tested and improved over time. * Operating model creation: Designs and maintains cross-team workflows for intake, communications, playbooks, and simple tracking using digital tools. Comfortable creating structure where none exists. * Enablement and adoption ownership: Builds role-based enablement tied to releases and owns adoption outcomes. Sets targets with product leaders and reports progress with clear actions. * Communication and stakeholder management: Excellent written and verbal communication. Aligns power users, managers, SMEs, and senior partners with concise updates and reliable follow-through. * Analytical skills: Comfortable analyzing usage and adoption data in multiple analytics platforms and turning insights into actions that move KPIs. * Self-starter and builder: Resourceful and comfortable with ambiguity. Proven ability to create something from scratch and improve it over time. Early adopter of AI and modern productivity tools. Preferred: * Advanced education: Master's degree in a relevant field. * Professional certifications: Business analysis or Agile credentials such as CBAP, CPOA, CSM, or SAFe. * Technical foundation: Education or prior role in computer science, data science, AI/ML, or business analytics. * Agentic workflow familiarity: Exposure to multi-step AI workflows, prompt chaining, human in the loop designs, and basic eval concepts. * Industry experience: Financial services or another regulated environment with experience coordinating Legal, Risk, or Compliance inputs. * Community development experience: Experience designing and running communities of practice, user groups, or ambassador networks, including defining the purpose, engagement model, communications, and success measures. * Enablement and learning tools: Experience building short training modules, office hours, and quick reference guides in common enterprise tools and aligning them with specific outcomes. * Portfolio and intake experience: Experience triaging/routing a pipeline of requests and use cases, estimating value and complexity, and helping stakeholders align on what to do now versus later. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $96,500.00 - $164,000.00 for the location of: Maryland, Colorado, Washington and remote workers $105,000.00 - $180,000.00 for the location of: Washington, D.C. $120,000.00 - $205,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 01/31/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$120k-205k yearly Auto-Apply 60d+ ago

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Senior Retirement Counselor
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Senior Investment Counselor, II you are responsible for sales, revenue generation and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings. Your success is measured by the quality of your client relationships and your overall sales results. Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities Sells the organization's products and/or services to high-net-worth clients. Promotes firm services and offerings to high-net-worth clients based on understanding of clients' business objectives. Negotiates sales of products and services across high-net-worth departments within the business unit. Structures deals in the best interests of the client and the firm. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for high-net-worth clients across T. Rowe Price business units as necessary. Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials. Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction. Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs. Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience 5+ years of total relevant work experience Series 7 and 66 CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained Preferred: CRPC 10+ years of total relevant work experience FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location of: Washington, D.C. $98,500 - $146,000 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/3/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$98.5k-146k yearly Auto-Apply 16d ago
Investment Consultant - Lone Tree, CO (National Branch - Northeast I)
Charles Schwab 4.8
Lone Tree, CO job
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. To learn more about our client offerings visit: Charles Schwab - Investor Services. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$70k-125k yearly est. 2d ago
Registered Client Service Associate
Morgan Stanley 4.6
Colorado Springs, CO job
Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for an FA team including: Supporting the FA team in cultivating and enhancing new and existing client relationships Executing money movement transactions at the request of the client and/or FA team Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA team Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA team Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA team Supporting the FA teams' marketing strategy (e.g., website maintenance) Assist FA teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms Participating in firm initiatives (e. g., training or education programs) , special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs teams as needed) Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) Maintaining travel itineraries, preparing expense reports and managing the reimbursement process Assisting with general in-office support functions such as copying, filing and scanning documentation Preparing and submitting expense reports for processing at the direction of the FA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience High School Diploma/Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Detail orientated with superior organizational skills and ability to prioritize Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) Exceptional writing, interpersonal and client service skills Strong time management skills Team player with the ability to collaborate with others Ability to work in a fast-paced, evolving environment Adaptable and ability to multitask Goal oriented, self-motivated and results driven Reports To: Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $45,000.00 - $80,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 10 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 3/7/2026, but may be extended depending on whether a candidate has been selected. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$45k-80k yearly Auto-Apply 16d ago
Director, Communications
Charles Schwab 4.8
Lone Tree, CO job
**Your opportunity** **At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.** **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.** We're hiring for a lead writer and editor within the Schwab Center for Financial Research (SCFR) Communications Team. The SCFR Communications Team works directly with investment research groups to support the development and distribution of SCFR's public and internal market commentary, wealth management, and portfolio strategy insights through digital, print, audio, video, and social media. The SCFR Communications team coordinates with business partners throughout Schwab to ensure that SCFR's point of view on timely issues of importance to investors is sent out through all distribution channels and is consumed by a wide audience of client facing representatives, clients, and prospects. What you'll do: Working with internal business partners, the position is aimed at raising the editorial quality of SCFR material, boosting the efficiency of SCFR experts, speeding up the process for content generation and distribution. This role involves the ability to simplify financial concepts and jargon into clear, direct language appropriate for the target audience, which may range from the general public to industry experts. Core Responsibities: + Work with key business partners to develop and execute SCFR's public facing content strategy + Maintain SCFR's content calendar + Manage the end-to-end content life cycle from production to delivery + Review and revise content for factual accuracy, grammar, syntax, and adherence to specific editorial guidelines and regulatory compliance standards + Incorporate search engine optimization (SEO) best practices to improve online visibility and engagement **What you have** **Required qualifications:** + Bachelor's Degree in Journalism, English or related field + 10+ years writing, copy editing, and proofreading experience + Excellent written and verbal communication skills + Strong interpersonal skills and positive work ethic + Exceptional attention to detail and organizational skills + A basic understanding of financial markets and economic data and the ability to interpret the data + Excellent project and time management skills, with the ability to work concurrently on multiple projects under tight deadlines and collaborate with multiple stakeholders + Ability to work locally, both on- and off-site **Preferred qualifications** : + Series 7 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $103,500.00 - $200,000.00 / Year What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
$103.5k-200k yearly 7d ago
Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - Colorado Springs
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary If you are enthusiastic about supporting financial advisors, possess strong consultative sales skills, and maintain a keen interest in the markets with a commitment to continuous learning and development, we encourage you to consider this exciting career opportunity with our organization! As an Internal Wholesaler/Intermediary Sales Consultant, you will serve as a key sales and relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: Build and manage relationships with a targeted audience of financial advisors. Collaborate with your external sales counterpart to identify and cover high-potential advisors based on their unique needs. Refer advisors to your external partner as appropriate, ensuring a seamless client experience. Proactively prospect, sell, and retain advisor relationships through a consultative, solutions-oriented approach. Drive results by contributing to gross sales, net new flows, redemption rates, and activity targets-sharing accountability for overall territory success. Responsibilities Relationship Management: Partner with external sales counterpart to optimize client coverage within the territory. Deepen existing relationships and strategically prospect for new ones to elevate the firm's brand awareness, build client loyalty, and grow product distribution. Business Development: Identify and develop new business opportunities collaboratively with your territory partner. Independently sell to prospects and deepen relationships with existing advisors using a consultative sales process. Territory Management: Use internal and third-party data sources to prioritize targets of opportunity within the assigned territory. Document territory sales measurements and progress toward goals; assist in developing and executing territory plans. Sales Support & Follow-Up: Partner with external sales counterpart to ensure seamless preparation and follow-up, including post-meeting outreach to advisors/key contacts, and coordinating logistics for investment professional and due diligence meetings. Collaborate with the Service team to deliver a high-quality experience for advisors and stakeholders, supporting all aspects of territory development and relationship management. Travel & Client Engagement: Attend periodic conferences to represent the firm and generate leads. Participate in occasional joint travel with your external partner. CRM Management: Appropriately document and update CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system Provide proactive ideas for process improvement to optimize sales efficiency. Qualifications Required: Bachelor's degree or equivalent combination of education and experience. FINRA Series 7 and 66 (or ability to obtain within 3 months of hire). 3+ years of relevant experience in financial services, sales, or relationship management. Strong consultative, client service, and relationship-building skills. Excellent communication and presentation abilities. Preferred: High attention to detail and proficiency in CRM systems (ideally Salesforce). Proven success using a consultative sales process. Ability to adapt to a fast-paced, evolving environment. Passion for staying current on economic and market trends. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers $85,500.00 - $146,000.00 for the location of: Washington, D.C. $85,500.00 - $146,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/31/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$47k-62k yearly est. Auto-Apply 19d ago
Senior Specialist SEC Reporting
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Corporate Controller's Department, the SEC Reporting group is responsible for the preparation of annual, quarterly, and other reports filed with the Securities and Exchange Commission (e.g.,10-Ks, 10-Qs, 8-Ks), and for supporting earnings release materials and investor presentations for The Charles Schwab Corporation (NYSE: SCHW). The SEC Reporting group is also responsible for all audited financial statements for applicable subsidiary entities, including Schwab's broker-dealer, bank, and international subsidiaries. The SEC Reporting group works closely with business partners across different departments to ensure compliance with financial reporting and disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP. What you have * Bachelor's degree or higher in Accounting - CPA license a plus. * 2-3 years of U.S. GAAP accounting and financial reporting experience required - public accounting experience a plus. * Direct recent experience with SEC reporting and preparation of financial statements and footnotes of public companies. * Current understanding of U.S. GAAP, financial reporting principles, and SEC regulatory requirements. * Relevant broker/dealer, banking, or other financial services accounting experience a plus. * Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work. * Ability to work well in a fast-paced, time-sensitive environment while managing multiple priorities. * Strong written and verbal communication skills as well as critical thinking and analytical skills. * Strong desire to learn and grow professionally, particularly in regard to financial reporting. * Ability and desire to build and cultivate strong relationships inside and outside of team. * Overall knowledge and familiarity with Microsoft Office applications and high proficiency using Excel required. * PeopleSoft, Adobe Acrobat, and Workiva software experience a plus. What you'll do: * Assist in the design and preparation of external and internal financial reports, including audited financial statements filed with the SEC as well as other U.S. and international regulators. * Research and assist with implementation of accounting and regulatory guidance to ensure accurate and relevant disclosures in audited financial statements and SEC filings. * Prepare detailed, comprehensive documentation and workpapers to support the financial reports. * Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, and other functional business areas to ensure proper input into internal and external financial reporting. * Continuously work to enhance and streamline reporting processes and controls. * Support internal and external audits and regulatory examinations. * Execute and maintain an effective internal control environment. * Participate in projects as they arise to research the disclosure impacts of changes in our business and industry, as well as other ad hoc disclosure research or projects. * Participate in and contribute to an engaged and high-performing team environment. In addition to the salary range, this position is also eligible for bonus or incentive opportunities
$40k-58k yearly est. Auto-Apply 16d ago
Thought Leadership Senior Manager
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary Leverages extensive expertise and industry experience in financial planning and retirement to contribute thought leadership and methodology design for the individual investors business unit. Contributes to the development and articulation of the firm's points of view externally and internally. Demonstrates the firm's thought leadership through marketing content that improves the firm's client engagement, education, and service. Responsibilities * Applies extensive expertise and industry experience to develop and articulate our insights and perspectives on complex financial planning and retirement topics. * Performs analysis, including spreadsheet-based modeling, on financial planning topics to inform our point of view. Leverages existing research, both inside and outside the firm. * Clearly communicates insights used in materials for digital content, including webinars, podcasts and social media, as well as interactions with the media. By doing so, enhances the firm's brand and meaningfully advances clients' ability to meet their financial goals. * Collaborates with advice, client experience and client-facing teams in the individual investors business unit, as well as marketing teams across the enterprise, on prioritization and development of content. Works with marketing teams on annual reviews of existing content to continually improve our message. * Supports the application of thought leadership to the methodology for advisory services and educational tools. * Collaborates with marketing and thought leadership teams across the firm to ensure efforts align with business needs and produce content of consistent quality. Supports education of the firm's associates on financial planning topics. Qualifications Required * Bachelor's degree or the equivalent combination of education and relevant experience AND * 8+ years of total relevant work experience. * FINRA Series 7 and 66 Preferred: * Certified Financial Planner professional * Strong analytical and Excel skills * Expertise in a facet of financial planning beyond investments and retirement, such as estate planning or insurance solutions * Client-facing financial planning experience FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $110,000.00 - $188,000.00 for the location of: Maryland, Colorado, Washington and remote workers $121,000.00 - $207,000.00 for the location of: Washington, D.C. $138,000.00 - $236,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/3/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$138k-236k yearly Auto-Apply 38d ago
Lead Analyst, Data Management and Reporting
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary The Lead Analyst plays a key role within the Individual Investor Data Management team. The II business is responsible for over $200B in client assets and serves 1.3 million investors. This role will contribute substantively to a cross-functional team by leveraging expertise in data management and reporting to support the positioning of T. Rowe Price investment products and retirement plan solutions for plan sponsors and retirement advisors. The Lead Analyst will leverage advanced technical and business data expertise and exceptional communication skills to drive strategic stakeholder partnerships and oversee data initiatives. Utilizes data subject matter expertise to lead discussions and serve as the primary data contact, with a particular focus on enabling the effective positioning of T. Rowe Price investment products and retirement plan solutions to plan sponsors and retirement advisors. Partners on crossover projects that span Individual Investor, Retirement Plan Services (RPS), and Advisory offers, ensuring data-driven strategies support both segments. Manages relationships with cross-functional team leads and coordinates the review and validation of data management work to enable strategic initiatives across multiple business lines. Leverages expertise to advise cross-functional stakeholders on methods to ensure data is accurate, timely, reliable, and trusted for business-critical activities. Responsibilities * Responsible for leading the development and testing of data management systems. Makes recommendations to management based on analysis and review of reports and findings aggregated by more junior professionals. * Acts as a consultant to the business on the most complex data and reporting requests. Ensures that data reporting and analyses provided to internal clients and stakeholders are timely and accurate and provides actionable insights for teams. * Provides analysis recommendations for current and future needs, which minimize redundancy and maximize compatibility of data within and across the business unit. Provides guidance on most complex data issues identified by more junior professionals. * Defines and manages processes and controls for the creation, consumption, assimilation, and/or destruction of data. Participates in projects with cross-functional teams and may serve as an advisor from a data management perspective. Ensures project goals are in line with overall data management business goals in terms of data and reporting needs. * Manages the most complex data sets. May be responsible for the development and providing guidance on data quality and maintenance policies and procedures. Evangelizes best practices for the business. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: * Certified Product Owner or equivalent and demonstrable experience working in Agile environments (Scrum/Kanban). * Advanced data domain knowledge: data lineage, metadata management, data quality frameworks, and master data management (MDM). * Comprehensive working knowledge of investment products specifically within the retail and retirement plan space (e.g., Brokerage accounts, IRAs, ETFs, 401(k), 403(b), defined contribution, defined benefit plans), with demonstrated ability to inform requirements and business decisions. * Strong knowledge of relational database models and advanced SQL skills for data extraction, profiling, and review. * Proven experience with end-to-end data flows, dependencies, and translating data design into business outcomes. * Advanced project management skills and experience leading complex, cross-functional data initiatives. * Excellent written and verbal communication; ability to present technical concepts to business and senior leadership. * Proven ability to coordinate and collaborate across matrixed teams and stakeholders. * Self-directed, results-oriented, and able to manage multiple high-priority, sensitive projects simultaneously. * Strong organization, planning, prioritization, and process-improvement orientation. * Experience with MS Office (advanced Excel, PowerPoint); familiarity with collaboration tools (Jira, Confluence, Teams). * Experience creating, organizing, and executing comprehensive test plans for data pipelines and data products (including test cases, acceptance criteria, data validation, regression testing, and automated test coverage) to ensure data integrity and delivery quality. * Experience defining and tracking data governance KPIs and using metrics to drive remediation. * Experience mentoring or developing junior staff and leading capability-building efforts. FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $122,000.00 - $209,000.00 for the location of: Maryland, Colorado, Washington and remote workers $135,000.00 - $230,000.00 for the location of: Washington, D.C. $153,000.00 - $261,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/3/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$83k-105k yearly est. Auto-Apply 38d ago
Sr. Sales Specialist (Workplace)
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Senior Sales Specialist, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities Serve as the initial point of contact for inbound participant service requests Respond to requests for investment, mutual fund, and account information. Resolve complex account issues Identify and qualify participants to be referred to a Retirement Specialists and/or Financial Consultants to advance the relationship Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions Retain assets through education and guidance of available plan-specific and general distribution options Deliver on defined sales targets and other role-based responsibilities Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients Develop and maintain proficient knowledge of T. Rowe Price products and services Follow up with clients from inbound retention opportunities Participate in special projects and perform other duties as assigned Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy Exceptional client service skills with strong communication skills Possess intellectual curiosity and interest in developing business and financial acumen Demonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigation The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility Preferred: 4+ years of total relevant work experience within the financial services industry FINRA Requirements FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $61,000 - $74,500 for the location of: Maryland, Colorado, Washington and remote workers $61,000 - $74,500 for the location of: Washington, D.C. $61,000 - $74,500 for the location of: New York, CaliforniaThis job is eligible for overtime pay. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 02/4/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$61k-74.5k yearly Auto-Apply 60d+ ago
Manager, Regulatory Reporting
Charles Schwab 4.8
Lone Tree, CO job
**Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Regulatory Reporting Team is part of the Corporate Controller's department and is responsible for ensuring the accuracy and timeliness of the Company's regulatory financial and risk reports, as well as other performance metrics. Reports are prepared for the consolidated corporation and its subsidiaries, with most disclosed to both the investing public and federal regulators. The Regulatory Reporting team is looking for a Manager to support ongoing reporting obligations as well as several projects the team is working on to enhance reporting efficiency, integrate new products into reporting, and establish data governance and controls. Through this work you will partner with product, technology, risk, accounting, and other teams across the firm. **What you have** + Bachelor's degree or higher in Accounting, Finance, or related field. + 5+ years GAAP accounting experience, including specific experience with financial reporting. + Excellent analytical, organizational, and project management skills. + Excellent written, verbal, and interpersonal communication skills. + Motivation to learn, share ideas and embrace challenges. + High proficiency using MS Excel and working knowledge of other Microsoft Office applications. **Other desirable experience:** + Relevant banking or financial services accounting experience + Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx + Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K) + Certified Public Accountant (CPA), other public accounting or consulting experience **What you'll do:** + Participate in a collaborative team-based approach to meeting goals and deadlines. + Make your voice heard and challenge the status quo. + Use your existing skills and ideas to make what we do better. + Develop new technology skills to enhance productivity, analytics, and accuracy. + Gain industry exposure to both broker-dealers and banks. + Become a subject matter expert and resource to others. + Serve as a flexible team member working on ad hoc requests and projects as needed. + Participate in a high performing, engaged, and positive team environment. + Grow your career on a supportive team. In addition to the salary range, this position is also eligible for bonus or incentive opportunities **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $83,800.00 - $150,000.00 / Year What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
$83.8k-150k yearly 51d ago
Regional Annuity Specialist
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity As a Regional Annuity Specialist within Charles Schwab's Income & Wealth Solutions Group, you will serve as a key resource for financial consultants, providing specialized knowledge and expertise on annuity products and solutions. Your role is to help clients achieve their retirement and income goals by delivering guidance on annuities as part of a broader wealth management strategy. You will work closely with Schwab's advisors, clients, and internal partners to deepen client relationships and enhance Schwab's reputation as a trusted financial institution. Key Responsibilities: Financial Consultant Support: * Act as a subject matter expert on annuity products, including fixed, variable, and indexed annuities, and their role within a comprehensive financial plan. * Educate and coach financial consultants on annuity solutions, helping them identify opportunities and position products effectively for client needs. * Provide ongoing support to advisors by delivering product knowledge, insights, and tailored recommendations. Client Engagement: * Collaborate with financial consultants in client meetings (in person, virtual, or via phone) to explain annuity solutions and how they align with clients' financial goals. * Simplify complex product features and help clients understand the benefits and risks associated with annuities. Platform and Offer Management: * Partner with Schwab's Income & Wealth Solutions Offer Group to develop innovative strategies and materials that address evolving client needs. * Stay informed of market trends, regulatory changes, and competitive products to keep Schwab's annuity offerings and strategies relevant. Cross-Functional Collaboration: * Work closely with product development, compliance, and marketing teams to ensure annuity solutions are aligned with Schwab's broader business objectives. * Collaborate with Schwab's internal wealth specialists to provide a seamless client experience. What you are good at: * Strong relationship-building and communication skills with a client-centric approach. * Ability to work collaboratively across departments and with geographically dispersed teams. * Analytical mindset with attention to detail and a passion for helping clients achieve financial goals. * Self-motivated, organized, and adept at managing multiple priorities in a fast-paced environment. * Demonstrated expertise in annuity products, including fixed, variable, and indexed annuities. What you have * Bachelor's degree or equivalent professional experience * 5+ years of experience in financial services, with a strong focus on annuities or retirement income planning. * FINRA Series 6 and 63 (or equivalent) required (or can be obtained under a 120 day condition of employment) * Advanced degrees or certifications (e.g., CFP, CFA, ChFC) preferred * Active life & health insurance licensing preferred (or can be obtained under a condition of employment) * Proven ability to explain complex financial concepts clearly to clients and advisors. In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
$45k-60k yearly est. Auto-Apply 16d ago
Senior Financial Advisor, Advisory Services
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we've built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice. We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation-drivers of our significant growth in recent years. Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients. If you're passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact. Responsibilities * Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions. * Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more. * Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects. * Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education. * Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change. * May assist with development and implementation within the department. * Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations. * Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction. * Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff * In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience AND * 5+ years of total relevant work experience * Previous success in building relationships, uncovering needs, and recommending solutions * Demonstrated organizational skills * Strong written and verbal communication skills * FINRA Series 7 and 66, or 63/65, licenses upon hire Preferred: * 5-8+ years of experience in financial services offering investment management * Exceptional listening and presentation skills * Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles * Prior experience building and/or managing a retail client book of business * Experience working with high-net-worth clients in relationship management and/or financial advisory capacity * CFP designation - Required for role FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location of: Washington, D.C. $98,500 - $146,000 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/18/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$35k-43k yearly est. Auto-Apply 35d ago
Manager, Strategy & Innovation - Strategic Program Management
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Strategic Management organization is part of Schwab's broader Strategy & Innovation enterprise and focuses on supporting the design and delivery of critical Schwab-wide initiatives. Currently, the organization is tasked with supporting various cross-enterprise initiatives, including the Scale & Efficiency program (a five-year program representing one of Schwab's four strategic pillars) and the continual investment portfolio planning process to allocate discretionary technology spend, requiring extensive and granular coordination across the firm. The Manager role will be responsible for supporting the continual investment portfolio planning process, which is the cross-enterprise effort of translating our corporate strategic priorities into meaningful internal technology and business investments. This effort is among the most critical at Schwab, ensuring ongoing execution of a scaled technology and business planning process to meet client needs and deliver against our strategic goals. This role requires a broad ability to work a broad set of stakeholders spanning all levels of the organization, consolidate data across various sources and perform data-driven analysis, distill complex information into succinct executive level material, and manage change across various levels of stakeholder across Schwab planning organizations. What you will do: * Develop change management strategy and plan to execute * Support the various quarterly planning forums being established to deliver a rolling planning process, including our quarterly Executive Council reviews * Organize and synthesize large quantities of information to generate insights through both quantitative and qualitative analysis * Develop high-impact presentations and email communication * Develop a robust understanding of both enterprise and technology priorities and constraints, to help bridge and translate considerations across stakeholders * Collaborate closely with our Corporate Strategy team to lead our firm-wide annual strategic planning cycle * Develop relationships with stakeholders across the firm and cultivate the team's linkages with financial planning, strategic priorities, and the broader enterprise strategy as well as technology communities at Schwab * In all aspects of the role, exercise professionalism and integrity in communications and actions, as well as prudent judgment in the handling of confidential strategic, financial, and other sensitive information What you will gain: * High visibility, working to support the CEO and Executive Council on various deliverables * Opportunity to work with executives across the organization on key investments decisions we make * Develop credibility and rapport with technology and business partners as you learn about Schwab's clients and businesses and develop a deeper understanding of key business investments * Birds eye view on how large organizations manage strategic planning and investment management We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site four days per week in the specified locations. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. What you have To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: * Minimum of 3 years of business strategy-related experience in a mix of consulting and internal strategy groups, and a minimum of 5 years of total work experience with experience in technology / product management * Top notch analytical and conceptual problem-solving skills, to understand the questions and work and evaluate level of impact and dependency * Expert in MS Excel, MS PowerPoint, word * Experience with change management, strategic planning, and program management * Superior communication skills, both written and verbal, with demonstrated ability developing materials for C-suite executives * Highly detailed oriented, organized, and comfortable dealing with ambiguity in a dynamic and fast-moving work environment * Experience supporting running large programs, including oversight of complex initiatives spanning multiple groups and large organizations, across both business and technology initiatives * Acumen in brokerage, wealth management, individual banking, as well as in technology development and planning * Bachelor's degree Preferred Qualifications: * Direct technology experience, including supporting technology transformation projects * Prior experience in financial services * Experience architecting large enterprises program offices from the top down * Curiosity & passion for research, industry trends, strategy development, technology, etc. * Thrives on initiating, building, and cultivating strong authentic relationships inside and outside the group * Master's degree
$78k-99k yearly est. Auto-Apply 13d ago
Senior Specialist, Product Modeling
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a full-time senior specialist, you will be part of the Product Modeling team within the Treasury Modeling department. The Product Modeling team is responsible for developing data-driven analytics, time-series forecasting and classification models. These models are then deployed and maintained by the team, generating actionable insights and forecasts on a recurring cadence across deposits, margins and other on-/off-balance sheet products. You'll join a collaborative culture that values continuous learning, professional development, and meaningfully contribute to our mission of empowering investors. This role is primarily focused on model development, architecture and optimization within the Treasury Modeling team, where you will be at the forefront of developing fully automated solutions by coding new models (or migrating existing ones) in Python in close collaboration with model owners. This position requires individuals with strong Python coding foundations, and overall knowledge of data science. If you're passionate about data science and analytics, eager to learn, then build sophisticated predictive models and extract insights from large datasets, and want to make a meaningful impact within the dynamic Treasury Modeling organization that harnesses the power of data science to transform financial services, we want to hear from you. What you have * Solid understanding of statistical and quantitative modeling concepts and practical experience using statistical techniques to extract insights from large datasets. * Ability to develop new models, improve efficacy of existing models and rigorously test them. * Programming skills in Python and familiarity with object-oriented coding principle. Understanding of coding architecture for the deployments of models is a plus. * Experience with a modern software change management process. * Experience in extracting data from relational databases (e.g., via SQL) * Experience in visualizing data analytics and model results. * Strong work ethics, high self-motivation, proactive approach, attention to detail and ability to deliver under tight deadlines. * Excellent communication skills, both verbally and written. * Strong interpersonal skills and a collaborative team-player * Advanced skills in Excel and PowerPoint What you'll do: * Gain a deep understanding of the various forecasting models which measure the market risk in financial projections associated with a diverse set of products across the balance sheet. * Develop and maintain automated model infrastructure by orchestrating complex scheduling architectures, building robust data pipelines, and implementing version control systems that support enterprise-level model deployment and monitoring. * Master advanced coding frameworks for financial modeling by learning Python-based model development, understanding object-oriented programming principles for model architecture, and implementing scalable solutions that integrate with existing Treasury systems and databases. * Design and implement model validation frameworks by creating automated testing suites, building data quality checks, and developing monitoring systems that ensure model accuracy and regulatory compliance throughout the model lifecycle. * Collaborate on model enhancement initiatives by working with cross-functional teams to translate business requirements into technical specifications, optimize model performance through code refactoring, and contribute to the evolution of Treasury's modeling infrastructure and best practices. In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
$77k-103k yearly est. Auto-Apply 2d ago
Manager, SEC Reporting
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As part of the Corporate Controller's Department, the SEC Reporting group is responsible for the preparation of annual, quarterly, current, and other reports filed with the Securities and Exchange Commission (e.g.,10-Ks, 10-Qs, 8-Ks), and for supporting earnings release materials and investor presentations for The Charles Schwab Corporation (NYSE: SCHW). The SEC Reporting group is also responsible for all audited financial statements for applicable subsidiary entities, including Schwab's broker-dealer, bank, and international subsidiaries. The SEC Reporting group works closely with business partners across different departments to ensure compliance with financial reporting and disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP. What you have * Bachelor's degree or higher in Accounting - CPA license preferred. * Minimum of 5 years of U.S. GAAP accounting and financial reporting experience required - public accounting experience a plus. * Direct recent experience with SEC reporting and preparation of financial statements and footnotes of public companies. * Thorough, comprehensive, and current understanding of U.S. GAAP, financial reporting principles and SEC regulatory requirements, including XBRL. * Relevant broker/dealer, banking, or other financial services accounting experience a plus. * Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work. * Ability to work well in a fast-paced, time-sensitive environment while managing multiple priorities. * Strong written and verbal communication skills, as well as critical thinking and analytical skills. * Strong desire to grow and develop professionally, particularly in regard to financial reporting. * Ability and desire to build and cultivate strong relationships inside and outside of team. * Intermediate MS Office skills required; advanced Excel skills required. * PeopleSoft, Adobe Acrobat, and Workiva Wdesk software experience a plus. What you'll do: * Assist in the design, preparation, and review of external and internal financial reports, including audited financial statements filed with the SEC as well as other U.S. and international regulators. * Research and assist with implementation of accounting and regulatory guidance to ensure accurate and relevant disclosures in audited financial statements and SEC filings. * Prepare detailed, comprehensive documentation and workpapers to support financial reports. Review the work of other colleagues as required. * Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, investor relations, and other functional business areas to ensure proper input into internal and external financial reporting. * Assist in managing the Company's reporting processes over its subsidiary entities. * Continuously work to enhance and streamline reporting processes and controls. * Support internal and external audits and regulatory examinations. * Execute and maintain an effective internal control environment. * Participate in projects as they arise to research the disclosure impacts of changes in our business and industry, as well as other ad hoc disclosure research or projects. * Participate in and contribute to an engaged and high-performing team environment. In addition to the salary range, this position is also eligible for bonus or incentive opportunities
$82k-103k yearly est. Auto-Apply 16d ago
Client Relationship Specialist- Colorado Springs, CO
Charles Schwab Corporation 4.8
Colorado Springs, CO job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. To read more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: * 1+ years of Client/Customer Service experience Preferred Qualifications: * Previous experience in Financial Services/Wealth Management and/or closely related industry. * While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses * Ability to handle client needs with tact and diplomacy * Outstanding written and oral communication skills * Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously * Ability to build and maintain good cross-enterprise working relationships * Basic understanding of brokerage regulations and rules that govern client accounts * May be asked to become a Notary
$54k-67k yearly est. Auto-Apply 8d ago
Associate Sales Consultant (Workplace)
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As an Associate Sales Consultant for Workplace, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities Serve as the initial point of contact for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues. Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship. Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions. Retain assets through education and guidance of available plan-specific and general distribution options. Deliver on defined sales targets and other role-based responsibilities. Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. Develop and maintain proficient knowledge of T. Rowe Price products and services. Follow up with clients from inbound retention opportunities. Participate in special projects and performs other duties as assigned. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience 0+ years of total relevant work experience Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy Preferred: Sales experience Financial industry experience Fully licensed candidate (currently holds 7 and 66) FINRA Requirements FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program. WHAT TO EXPECT AFTER APPLYING 1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes 2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes 3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers $67,000 - $93,000 for the location of: Washington, D.C. $67,000 - $93,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay. Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 04/29/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$67k-93k yearly Auto-Apply 60d+ ago
Senior Business & Product Strategist- Workplace Services Education
Charles Schwab Corporation 4.8
Lone Tree, CO job
Your Opportunity The Senior Business & Product Strategist for Insights and Education is responsible for shaping the strategic direction of Schwab's digital education experiences for Workplace Services. This role drives strategies that enhance financial literacy, improve engagement with Schwab's workplace offerings, and deliver cohesive, customer-centered education across digital channels. This strategist defines what education experiences we should build, why they matter, and how they create value for participants and plan sponsors-while partnering with execution teams to bring the strategy to life. What You'll Do Strategic Planning & Alignment * Develop education strategies that align participant needs, market insights, and Schwab's workplace services goals. * Partner with Workplace Services, Marketing, UX, and Technology to shape digital education experiences (e.g., retirement planning tools, learning modules, content strategy). * Translate complex retirement and financial concepts into clear strategic frameworks for digital engagement. * Define target audiences, value propositions, and participant journeys for education initiatives. Market & Competitive Insight * Conduct competitive assessments and trend analyses in financial education and workplace benefits. * Identify gaps in Schwab's current education offerings and recommend strategic enhancements. * Provide leadership with insights that guide investment decisions and prioritization. Cross-Functional Leadership * Serve as the strategic connector between Workplace Services, Marketing, UX, and Technology. * Lead strategic workshops and alignment sessions focused on participant education. * Develop strategic briefs and customer insights that guide execution teams (content creators, designers, engineers). Strategic Roadmapping & Go-to-Market * Create integrated go-to-market strategies for new education tools and experiences. * Recommend high-level product requirements, experience opportunities, and success metrics for education initiatives. * Ensure Schwab's digital channels reflect a coherent and consistent education strategy. Measurement & Optimization * Partner with analytics teams to define KPIs for education engagement and learning outcomes. * Evaluate performance to uncover insights and iterate on strategy. * Communicate findings and recommendations to leadership to influence future direction. Who You Are * A strategic thinker passionate about financial education and digital engagement. * Skilled at influencing without authority and aligning diverse stakeholders. * Comfortable navigating ambiguity and turning it into structured, actionable plans. * Deeply curious about participant behavior, workplace benefits, and how education drives outcomes. * Strong communicator able to translate complex ideas for technical and non-technical audiences. What you have * 10+ years in product strategy, business strategy, or education strategy roles. * Experience working within cross-functional environments (product, engineering, UX, marketing, compliance). * Proven ability to lead strategic planning and opportunity analysis for education or engagement initiatives. * Familiarity with digital ecosystems (web, app, content platforms) and product development processes. * Strong analytical skills; comfortable with data, competitive intelligence, and business cases. * Excellent communication, storytelling, and stakeholder management abilities.
$53k-68k yearly est. Auto-Apply 14d ago
Senior Retirement Counselor
T. Rowe Price 4.5
T. Rowe Price job in Colorado Springs, CO
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Senior Investment Counselor, II you are responsible for sales, revenue generation and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings. Your success is measured by the quality of your client relationships and your overall sales results. Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! Responsibilities * Sells the organization's products and/or services to high-net-worth clients. * Promotes firm services and offerings to high-net-worth clients based on understanding of clients' business objectives. * Negotiates sales of products and services across high-net-worth departments within the business unit. * Structures deals in the best interests of the client and the firm. Identifies and qualifies prospects, develops a "trusted advisor" relationship, and helps them find solutions to address their needs. * Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. * Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. * Coordinates sales opportunities for high-net-worth clients across T. Rowe Price business units as necessary. * Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials. * Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. * Keeps abreast of client relationship activity occurring throughout the firm. * Liaises with relevant business contacts (internally and externally) to coordinate service to the client. * Escalates relevant issues to senior team members or management. * Applies high client service protocols to ensure client satisfaction. * Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. * Generates new leads through client and market research. * Develops custom approaches for clients based on individual needs. * Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. * Applies research findings to generate sales strategies and materials generation. * Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. * Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. * Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge. Qualifications Required: * Bachelor's degree or the equivalent combination of education and relevant experience * 5+ years of total relevant work experience * Series 7 and 66 * CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained Preferred: * CRPC * 10+ years of total relevant work experience FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $146,000 for the location of: Washington, D.C. $98,500 - $146,000 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 03/3/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: * Competitive compensation * Annual bonus eligibility * A generous retirement plan * Hybrid work schedule * Health and wellness benefits, including online therapy * Paid time off for vacation, illness, medical appointments, and volunteering days * Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$98.5k-146k yearly Auto-Apply 17d ago

T. Rowe Price jobs in Colorado Springs, CO - 70 jobs

AI Business Analyst- Distribution and Enablement

Senior Retirement Counselor

Investment Consultant - Lone Tree, CO (National Branch - Northeast I)

Registered Client Service Associate

Director, Communications

Internal Wholesaler/Intermediary Sales Consultant (B/D & DCIO) - Colorado Springs

Senior Specialist SEC Reporting

Thought Leadership Senior Manager

Lead Analyst, Data Management and Reporting

Sr. Sales Specialist (Workplace)

Manager, Regulatory Reporting

Regional Annuity Specialist

Senior Financial Advisor, Advisory Services

Manager, Strategy & Innovation - Strategic Program Management

Senior Specialist, Product Modeling

Manager, SEC Reporting

Client Relationship Specialist- Colorado Springs, CO

Associate Sales Consultant (Workplace)

Senior Business & Product Strategist- Workplace Services Education

Senior Retirement Counselor

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