Job Information
T. Rowe Price Sr. Business Analyst in Baltimore, Maryland
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
Role Summary
The Client Account Data Structure Analyst on the Sales and Client Data Strategy Team will be responsible for supporting changes to Salesforce complex hierarchy updates. This position would ideally include proactive and reactive researching to reflect mergers and acquisitions (M&A) impact on sales data. The position focus include delivering business driven updates, combined with data source review and best practices in client structure for sales reporting. In this position, you will work with cross-functional teams to address immediate short-term asks and strategic initiatives to achieve automation as much as possible.
Responsibilities
Reviewing incoming requests for updates or enhancements focusing on quality, level of effort and prioritization for effective time management
Pays close attention to details to provide data integrity/accuracy of updates in a timely manner
Know when/how to hand off requirements and details of research/analysis to technology teams to delegate work as multiple projects are ongoing at once, to slice up the work appropriately.
Provides ongoing training and job aids as changes are implemented and new members are onboarded.
Collaboration/Coordination skills across many sales teams to gain consensus and follow-thru on given decisions
Manage a few dozen M&A at a time, gain agreement between sales groups, SGM groups and SS&C on changes and timeline
Identify controls and efficiencies in operational updates and ensure business requests are in line with best practices
Monitor Sales Data exceptions and perform root cause analysis to identify business impact
Address change management and ensure automation and ongoing production support is efficient and documented/understood by team members and stakeholders.
Give continuous feedback, acting as SME for stakeholders and technical teams on complex data operational requests and production support trends.
Identifies and shapes continuous improvement opportunities and recommendations that drives data to better serve the business.
Cultivate relationship with larger sales management teams as well as field sales teams.
Qualifications
Required:
Minimum five years of experience working in data analyst/operations function in wealth management /financial industry
Bachelor's degree from an accredited college or university is preferred.
Preferred:
Excellent communication skill is critical for all aspects of the role.
Wealth Management or Financial industry knowledge of Mergers and Acquisition types, variations and terminology used
Familiarity with Customer Relationship Management (CRM) data domain specific to Asset Management/Distribution function
Understanding of FINRa/SEC impacts and flow of data as M&A occurs
Ability to capture/understand how 3rd party data providers (such as SS&C, Broadridge, etc) are handling M&A data
Strong skills in tools to most efficiently pull data for analysis, compare and incrementally manage large data updates.
Detail oriented to drive accurate results with appropriate facts gathered
High sense of urgency and follow through. Partnering effectively to execute on common goals.
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 two days per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$94,500.00 - $161,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$103,000.00 - $177,000.00 for the location of: Washington, D.C.
$117,000.00 - $201,000.00 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.
Commitment to Diversity, Equity, and Inclusion
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
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. (https://www.troweprice.com/corporate/us/en/careers/benefits.html)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
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.