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Investment Strategist, Artificial Intelligence
T. Rowe Price. Serve as a leading investment-facing resource on AI and innovation with clients, prospects, consultants, distribution partners, and at industry events .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management with a strong focus on artificial intelligence and emerging technologies, effectively translating complex concepts for diverse audiences. Proven ability to collaborate across teams to enhance client engagement and support investment decision-making processes.
Highest-signal resume keywords
Investment Management ExperienceArtificial Intelligence ExpertiseClient-Facing Communication SkillsRelationship BuildingPresentation Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment ResearchConsultingClient ServiceInvestment CommunicationsAI Application in InvestmentData ScienceDigital InnovationGenerative AI FamiliarityPortfolio ConstructionRisk Management
Soft Skills
Storytelling SkillsIntellectual CuriositySound JudgmentCollaboration SkillsMotivated Self-Starter
Certifications & Qualifications
MBACFA
Industry Keywords
Financial MarketsInvestment ProcessClient AcquisitionClient RetentionThought LeadershipInvestment TechnologyEmerging AI CapabilitiesInvestment ExcellenceClient Outcomes
About the role
Key responsibilities & impact- Serve as a leading investment-facing resource on AI and innovation with clients, prospects, consultants, distribution partners, and at industry events
- Partner with Investment AI Solutions, investment professionals, technology teams, and other subject matter experts to understand how AI and emerging technologies are applied across the investment process
- Develop presentations, thought leadership, and standardized messaging that make complex AI concepts practical and relevant to investment audiences
- Partner with sales, relationship management, Portfolio Specialists, The Lab @ T. Rowe Price, marketing, communications, and RFP teams to support client acquisition and retention
- Understand and communicate the investment platform’s views on the implications of AI for markets, industries, and investment opportunities
- Monitor AI developments and capture feedback from clients, consultants, and distribution partners to inform messaging, education, thought leadership, and client engagement priorities
- Travel approximately 20–40% in the U.S. and globally
- Explain how T. Rowe Price uses AI thoughtfully and responsibly across research, idea generation, portfolio construction, risk management, and investment decision making
Requirements
What you’ll need- 7–10+ years of relevant investment management experience, such as investment research, consulting, client service, investment communications, or a related investment role
- Broad knowledge of financial markets and the investment process, combined with demonstrated expertise or strong experience in artificial intelligence and emerging technologies
- Ability to understand and explain how AI can enhance investment research and decision making, including its capabilities and limitations
- Strong client-facing, presentation, communication, and storytelling skills, with demonstrated ability to translate complex investment and technology concepts for diverse audiences
- Strong relationship and collaboration skills across investment, technology, distribution, marketing, and client-facing teams
- Intellectual curiosity, sound judgment, and the ability to operate effectively in a fast-paced and evolving environment
- Willingness to travel approximately 20–40% in the U.S. and globally
- Preferred: MBA, CFA, or equivalent investment experience
- Preferred: Experience with AI, data science, investment technology, or digital innovation within investment management
- Preferred: Familiarity with generative AI, agentic AI, and emerging AI capabilities relevant to investment organizations
- Preferred: Ability to work effectively in a collaborative, fast-paced, and evolving environment
- Preferred: Highly motivated self-starter with strong leadership capabilities, intellectual curiosity, personal integrity, and a passion for advancing both investment excellence and client outcomes
- FINRA licenses are not required and will not be supported for this role
Benefits
Comp & perks- 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