Client Advisor Jobs in Maryland
Client Advisor jobs in Maryland are consistently in demand, with strong hiring concentrated in financial services, wealth management, and private banking across the Baltimore metro, Bethesda, and Annapolis. Major employers with lasting presences in the state include T. Rowe Price, Legg Mason, and M&T Bank, all of which staff client-facing advisory teams at scale. The most sought-after specialties are high-net-worth portfolio advising, institutional relationship management, and retail banking advisory. Find a role that fits below and apply directly.
Find Client Advisor JobsOverview
Showing 5 of 15+ Client Advisor jobs
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 US Intermediaries (USI) Client Experience team at T. Rowe Price is seeking a Senior Client Experience Manager to lead the digital advisor experience across our investment products, including ETFs, SMAs, Model Portfolios, Alternatives, and Mutual Funds, as well as the digital tools advisors use for research and due diligence.
Within that scope, you will serve as the digital advisor experience leader for Model Portfolios, one of the firm’s top strategic growth priorities for financial advisors. Your strategy will drive advisor adoption of our models across digital channels, developed in partnership with senior leaders across Investments, Product, Marketing, and Technology.
You will turn a deep understanding of US financial advisor and client needs into compelling digital experiences that grow the business, and use trends in digital and advisor behavior to inform investment product strategy, development, and services.
As a trusted digital client experience consultant to multiple business teams, you will recommend and help execute the priorities that best reach advisors and their clients and deliver business value. The role also involves guiding cross-functional partners from digital strategy through delivery, using data to measure results, and leading a small team of direct reports.
Responsibilities
Experience vision, strategy, and discovery:
- Own the advisor experience vision and end-to-end journey strategy for investment products, grounded in research, data, and evolving advisor and client expectations.
- Define the digital experience strategy that helps advisors discover, evaluate, and adopt our Model Portfolios, a top firm strategic priority.
- Lead advisor segmentation and persona development to acquire, serve, and retain the right advisors, moving toward a “segment of one” approach in partnership with Investments, Product, and Marketing.
- Use journey mapping, service blueprinting, and research across advisor and client groups to analyze the current-state experience and recommend use cases and process changes that create business value.
Experience design:
- Lead stakeholders, subject matter experts, creative resources, and marketing partners through workshops and concept exploration to define desired experiences.
- Enable scalable, needs-driven solutions across all channels, touchpoints, and systems by driving prioritization decisions and resolving competing priorities.
- Provide the creative and technology teams responsible for development with clear requirements, template specifications, and priorities.
Experience delivery:
- Own the business outcomes of the most complex projects: partner with the business and clients to set objectives, oversee Agile delivery from inception through completion, and keep teams informed of timelines and progress.
- Build business cases and share data-driven recommendations to secure organizational commitment and resource alignment.
- Recommend changes to operational and compliance processes, and ensure annual legal and compliance reviews are completed and experiences updated for regulatory changes.
Experience measurement and insight:
- Establish metrics and governance routines to understand advisor and client perceptions, behaviors, and expectations, working with data and measurement teams to keep them accurate, timely, and tied to business outcomes.
- Analyze performance, report insights, and use them to optimize existing experiences or create new ones, with comprehensive tracking through automated reporting and data visualizations.
People leader and mentor:
- Manage a small team of direct reports, including onboarding, training, ongoing coaching and feedback, recognition, performance management, and career development.
- Lead and mentor the cross-functional teams responsible for development and delivery, setting standards and aligning their work to the experience strategy and business priorities.
- Build and champion a client-centric capability across the organization by aligning teams and programs against high-impact opportunities.
Qualifications
Required:
- Bachelor’s degree or the equivalent combination of education and relevant experience.
- 8+ years of total relevant work experience, including experience in client or customer experience, digital product management, or digital strategy.
- Deep expertise in client experience and related disciplines, with a record of leading and influencing complex, high-visibility cross-functional programs.
Preferred:
- Demonstrated success leading and developing a productive team of direct reports.
- Experience with CX methods such as journey mapping, service blueprinting, segmentation and persona development, and facilitated workshops.
- Strong analytical skills, with the ability to source and analyze data from databases and translate insights into action.
- Experience or familiarity with Adobe marketing technology or similar platforms for content management, analytics, and/or digital marketing.
- Background in financial services or another regulated industry, with familiarity with the advisor channel and products such as model portfolios, ETFs, and SMAs.
- Strong project management skills and Agile certification or familiarity, with the ability to manage multiple initiatives simultaneously.
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.
$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.
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.
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 US Intermediaries (USI) Client Experience team at T. Rowe Price is seeking a Senior Client Experience Manager to lead the digital advisor experience across our investment products, including ETFs, SMAs, Model Portfolios, Alternatives, and Mutual Funds, as well as the digital tools advisors use for research and due diligence.
Within that scope, you will serve as the digital advisor experience leader for Model Portfolios, one of the firm’s top strategic growth priorities for financial advisors. Your strategy will drive advisor adoption of our models across digital channels, developed in partnership with senior leaders across Investments, Product, Marketing, and Technology.
You will turn a deep understanding of US financial advisor and client needs into compelling digital experiences that grow the business, and use trends in digital and advisor behavior to inform investment product strategy, development, and services.
As a trusted digital client experience consultant to multiple business teams, you will recommend and help execute the priorities that best reach advisors and their clients and deliver business value. The role also involves guiding cross-functional partners from digital strategy through delivery, using data to measure results, and leading a small team of direct reports.
Responsibilities
Experience vision, strategy, and discovery:
- Own the advisor experience vision and end-to-end journey strategy for investment products, grounded in research, data, and evolving advisor and client expectations.
- Define the digital experience strategy that helps advisors discover, evaluate, and adopt our Model Portfolios, a top firm strategic priority.
- Lead advisor segmentation and persona development to acquire, serve, and retain the right advisors, moving toward a “segment of one” approach in partnership with Investments, Product, and Marketing.
- Use journey mapping, service blueprinting, and research across advisor and client groups to analyze the current-state experience and recommend use cases and process changes that create business value.
Experience design:
- Lead stakeholders, subject matter experts, creative resources, and marketing partners through workshops and concept exploration to define desired experiences.
- Enable scalable, needs-driven solutions across all channels, touchpoints, and systems by driving prioritization decisions and resolving competing priorities.
- Provide the creative and technology teams responsible for development with clear requirements, template specifications, and priorities.
Experience delivery:
- Own the business outcomes of the most complex projects: partner with the business and clients to set objectives, oversee Agile delivery from inception through completion, and keep teams informed of timelines and progress.
- Build business cases and share data-driven recommendations to secure organizational commitment and resource alignment.
- Recommend changes to operational and compliance processes, and ensure annual legal and compliance reviews are completed and experiences updated for regulatory changes.
Experience measurement and insight:
- Establish metrics and governance routines to understand advisor and client perceptions, behaviors, and expectations, working with data and measurement teams to keep them accurate, timely, and tied to business outcomes.
- Analyze performance, report insights, and use them to optimize existing experiences or create new ones, with comprehensive tracking through automated reporting and data visualizations.
People leader and mentor:
- Manage a small team of direct reports, including onboarding, training, ongoing coaching and feedback, recognition, performance management, and career development.
- Lead and mentor the cross-functional teams responsible for development and delivery, setting standards and aligning their work to the experience strategy and business priorities.
- Build and champion a client-centric capability across the organization by aligning teams and programs against high-impact opportunities.
Qualifications
Required:
- Bachelor’s degree or the equivalent combination of education and relevant experience.
- 8+ years of total relevant work experience, including experience in client or customer experience, digital product management, or digital strategy.
- Deep expertise in client experience and related disciplines, with a record of leading and influencing complex, high-visibility cross-functional programs.
Preferred:
- Demonstrated success leading and developing a productive team of direct reports.
- Experience with CX methods such as journey mapping, service blueprinting, segmentation and persona development, and facilitated workshops.
- Strong analytical skills, with the ability to source and analyze data from databases and translate insights into action.
- Experience or familiarity with Adobe marketing technology or similar platforms for content management, analytics, and/or digital marketing.
- Background in financial services or another regulated industry, with familiarity with the advisor channel and products such as model portfolios, ETFs, and SMAs.
- Strong project management skills and Agile certification or familiarity, with the ability to manage multiple initiatives simultaneously.
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.
$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.
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.
See All 15 Client Advisor Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Maryland
Where Maryland roles are concentrated, by current openings.
Client Advisor Job Market in Maryland
A snapshot from current Maryland openings, updated as new roles post.
Who's Hiring
- JPMorganChase12
- T. Rowe Price1
- MileOne Autogroup1
- Ourisman Honda of Frederick1
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Maryland Employers Look For
The qualifications that appear most often in client advisor jobs across Maryland.
- FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, business, economics, or a related field
- Minimum two years of client-facing experience in financial services or banking
- Demonstrated ability to manage and grow a book of client relationships
- Proficiency with CRM platforms and financial planning or portfolio management software
- Strong written and verbal communication skills for presenting investment strategies to clients
Client Advisor Jobs in Maryland: Frequently Asked Questions
How do you become a client advisor in Maryland?
Most client advisor roles in Maryland require FINRA licensing, typically a Series 7 for securities transactions and a Series 66 to act as an investment adviser representative in the state. Maryland-based advisers register with the Maryland Securities Division under the Office of the Attorney General. A bachelor's degree in finance or a related field is the standard entry point, and many employers sponsor candidates for exams during onboarding.
Which companies hire client advisors in Maryland?
Companies currently hiring client advisors in Maryland include JPMorganChase, T. Rowe Price, and MileOne Autogroup, per current listings on Migrate Mate as of November 2026. Maryland's concentration of asset managers, regional banks, and federal-contractor financial services firms means consistent year-round openings for client-facing advisory roles.
Which Maryland cities have the most client advisor jobs?
Baltimore, Bethesda, and Edgewater lead Maryland for client advisor openings. Baltimore anchors the market through its large regional banks and investment firms, Bethesda draws demand from the wealth management and private equity firms clustered along the I-270 corridor, and Annapolis generates steady openings tied to state government employee financial planning and community banking.
Are there remote client advisor jobs in Maryland?
Yes, though they are less common than in purely desk-based fields because client advisor work is relationship-driven and often requires in-person meetings. About 14% of client advisor openings tied to Maryland are remote or hybrid as of November 2026. Portfolio review calls and financial planning sessions are the tasks most frequently handled remotely when employers do offer flexible arrangements.
How can I get hired as a client advisor in Maryland with little or no experience?
The most realistic entry path is a financial services associate or client service representative role, which large Maryland employers like T. Rowe Price and M&T Bank use as direct pipelines into advisory positions. Completing your Series 7 exam before applying gives candidates a concrete edge even without a full advisory background. Lateral moves from teller, operations analyst, or customer success roles at Maryland-based banks and credit unions are another common route into the profession.
Where can I find and apply to client advisor jobs in Maryland?
You can find and apply to client advisor jobs in Maryland on Migrate Mate, which lists current openings from Maryland employers. Find the roles that fit your experience and apply directly through each listing.
See All 15 Client Advisor Jobs in Maryland
Find roles in Maryland that match your experience and apply in just a few clicks.
Find Client Advisor Jobs