Developed and incepted new offer strategy process; established framework that sources key investor needs, hypothesizes solutions, builds campaigns, and measures results; partners with segment, sales, digital, and legal teams to ensure offer activation is implemented across all investor channels.Leverages primary and secondary research to build businesses cases on thematic offer opportunities; aligns promotion concepts with key target audience attributes; presents forecasted revenue and projected costs to senior leadership in anticipation to obtain buy-in.Consults with technology and design teams to bring offers to market; promotions included landing pages, owned channel placements, and sales team support.

Acted as lead architect and Product Owner to overhaul and successfully launch a redesign effort for the Individual Investors client loyalty program (Summit Program); organized and facilitated workshops that built loyalty program requirements including eligibility standards, benefits, and tiers; led cross-functional teams comprised of client experience, legal, technology, servicing, and back office partners to take baseline requirements and transform them into an end-product slated to achieve organic growth goals.Developed business case for deferring account service fees to maintain parity with competitors; conducted cost analysis to quantify revenue give-up from potential fee deferment; presented to senior leadership and obtained buy-in; coordinated with operations teams to successfully implement changes.

Partnered with and provided analytical support to McKinsey & Co. initiative to revamp Individual Investors value proposition with the goal of achieving significant organic growth within the business; effort resulted in Management Committee approval and funding to redesign the Individual Investors client loyalty program.Conducted feasibility modeling for migrating print-based processes to leverage e-signature capabilities, built business case to obtain funding, and received executive approval to proceed with initiative.

Partnered with technology teams to create user stories and write acceptance criteria; delivered incremental improvements to unclaimed property processes to increase efficiency and ensure compliance with state and SEC regulations.Led intradepartmental project that successfully implemented a Key Performance Indicator (KPI) tracking system; utilized advanced Excel/VB skills to develop platform that enabled teams to input and store metrics in a centralized location.Acted as point of contact with key vendor relationships; visited vendor on-site premises to conduct due diligence reviews; co-developed strategic plan in partnership with vendor resources and executed plan through weekly ceremonies; represented T. Rowe Price in national unclaimed property conferences.

Developed a team of 10 associates, two of whom are General Securities Principals; conducted bi-weekly coaching sessions to build associate skills and support with career advancement goals; during tenure, team was named best in-class in retail investment communications by third party ratings agency.Oversaw complaint records and auditing to assure compliance with FINRA regulations; did not incur any FINRA infractions over the course of tenure.

Gained an adept knowledge of mutual fund and retirement accounts; interacted with clients and supported requests to build relationships and maintain accurate records.