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Fixed Income Operations Jobs in Maryland (NOW HIRING)

T Rowe Price

Senior Financial Planner

Owings Mills, MD · Hybrid

... equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and ... Provide expertise on enterprise initiatives to solve complex business, operational, planning, and ...

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Fixed Income Operations information

What are Fixed Income Operations?

Fixed Income Operations refer to the back-office processes and activities that support the trading, settlement, and management of fixed income securities, such as bonds and treasury bills. Professionals in this area ensure the accurate and timely processing of transactions, reconciliation of trades, maintenance of records, and compliance with regulatory requirements. They play a crucial role in mitigating operational risk and supporting the smooth functioning of fixed income markets within financial institutions.

What are some common challenges faced in Fixed Income Operations, and how can new team members effectively navigate them?

In Fixed Income Operations, professionals often deal with high volumes of transactions, tight settlement deadlines, and complex regulatory requirements. New team members may find it challenging to manage multiple priorities while maintaining accuracy and compliance. To navigate these challenges, it's important to develop a strong attention to detail, build proficiency with relevant systems (like trade capture and settlement platforms), and communicate proactively with traders, custodians, and other internal teams. Seeking mentorship and clarifying procedures early on can also help new hires adapt more quickly and efficiently.

What are the key skills and qualifications needed to thrive in Fixed Income Operations, and why are they important?

To thrive in Fixed Income Operations, you need strong analytical abilities, attention to detail, and a foundational understanding of fixed income products and financial markets, often supported by a finance or related degree. Familiarity with trade settlement systems (such as Bloomberg, Calypso, or Murex), Excel, and knowledge of industry regulations is typically required. Excellent organizational skills, effective communication, and problem-solving abilities help professionals manage high transaction volumes and resolve discrepancies efficiently. Mastering these skills ensures accurate trade processing, regulatory compliance, and smooth back-office operations within the fast-paced financial sector.

What is the difference between Fixed Income Operations vs Fixed Income Trading?

AspectFixed Income OperationsFixed Income Trading
Primary FocusProcessing, settlement, and back-office functions for fixed income securitiesBuying and selling fixed income securities to generate profits
Required SkillsAttention to detail, knowledge of settlement processes, complianceMarket analysis, risk management, decision-making
Work EnvironmentBack-office, support teams within financial institutionsTrading floors, front-office desks
CertificationsOften requires CFA, FINRA licenses, or similarSimilar certifications, plus trading-specific licenses

Fixed Income Operations focuses on the processing and settlement of fixed income securities, ensuring smooth back-office functions. Fixed Income Trading involves actively buying and selling securities to capitalize on market movements. While both roles require financial knowledge and certifications like CFA, their daily tasks and work environments differ significantly.

What are popular job titles related to Fixed Income Operations jobs in Maryland? For Fixed Income Operations jobs in Maryland, the most frequently searched job titles are:
What job categories do people searching Fixed Income Operations jobs in Maryland look for? The top searched job categories for Fixed Income Operations jobs in Maryland are:
What cities in Maryland are hiring for Fixed Income Operations jobs? Cities in Maryland with the most Fixed Income Operations job openings:
Fixed Income Operations jobs near you
Senior Financial Planner

Senior Financial Planner

T Rowe Price

Owings Mills, MD • Hybrid

Other

Medical, Life, Retirement, PTO

Posted 21 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

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.A

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. Youall enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, youall find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.AA

Join us for the opportunity to grow and make a difference in ways that matter to you.A

Role Summary

Lead strategic initiatives that strengthen our wealth management capabilities across investment advice, financial planning, and retirement guidance. As a senior subject matter expert, you will partner across the firm to design scalable solutions, enhance client experiences, and drive innovation that improves outcomes for retail investors and retirement plan participants.

Responsibilities

  • Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
  • Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
  • Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
  • Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
  • Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
  • Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
  • Establish best practices and standards that promote quality, consistency, and regulatory compliance.
  • Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
  • Influence leaders and stakeholders through data-driven insights and strategic recommendations.
  • Mentor associates and provide leadership across key projects and initiatives.

Qualifications

Required:

  • Bacheloras degree or equivalent combination of education and relevant experience.
  • 8+ years of experience in financial planning, wealth management, investment advisory, retirement solutions, product development, strategy, or a related field.
  • Deep expertise in one or more financial planning disciplines, such as retirement, tax, estate, insurance, or investment management.
  • Proven success leading complex initiatives from strategy through execution.
  • Strong strategic thinking, analytical, communication, and stakeholder management skills.
  • Ability to influence across teams and leadership levels.

Preferred:

  • CFPA, CFAA, CPA, ChFCA, or similar professional designation.
  • Experience developing or enhancing wealth management products, advisory programs, retirement income solutions, or financial planning platforms.
  • Experience supporting both retail investors and defined contribution retirement participants.
  • FINRA Series 7 and 65
  • FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.A

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.

$107,000.00 - $194,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$107,000.00 - $194,000.00 for the location of: Washington, D.C.
$107,000.00 - $194,000.00 for the location of: New York, California

Placement within the range provided above is based on the individualas relevant experience and skills for the role.A Base salary is only one component of our total compensation package.A Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.A

This job posting is expected to be available until:

07/31/2026

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.A

Benefits

We value your goals and needs, at work and in life. As an associate, youall be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.AAA

AA

Featured employee benefits to enrich your life:AAA

  • Competitive compensationAA

  • Annual bonus eligibilityAA

  • A generous retirement planAA

  • Hybrid work scheduleAA

  • Health and wellness benefits, including online therapyAA

  • Paid time off for vacation, illness, medical appointments, and volunteering daysAA

  • Family care resources, including fertility and adoption benefitsAA

AA

Learn more about our benefits.AA

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.

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