Pricing Specialist/Senior Pricing Specialist
About The Position
As a member of the US Retirement Pricing team, the Pricing Specialist/ Senior Pricing Specialist supports business growth and client retention through financial analysis, pricing recommendations, and profitability assessments. The role works closely with Sales, Strategic Relationship Management, Finance, Actuarial, Product, and other business partners to evaluate new business opportunities, support existing clients, and provide insights that help drive informed business decisions. The successful candidate will leverage analytical tools and financial models to assess pricing scenarios, analyze business risks, and support the implementation of pricing strategies across US Retirement products. This role is ideal for an individual who enjoys working with data, solving complex problems, and partnering with stakeholders to influence business outcomes.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Actuarial Science, Business, or a related field.
- 2+ years of experience in pricing, financial analysis, actuarial analysis, investment analysis, underwriting, consulting, business analytics, or a related analytical role.
- Demonstrate analytical and problem-solving skills with attention to detail.
- Strong Microsoft Excel skills and experience working with large datasets.
- Ability to synthesize complex information and communicate findings effectively.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Demonstrated ability to collaborate across teams and build effective working relationships.
Nice To Haves
- Experience within financial services, retirement services, insurance, investments, or asset management.
- Background in pricing, profitability analysis, forecasting, financial modeling, or underwriting.
- Knowledge of retirement plans, recordkeeping, or investment products.
- Familiarity with reporting, data visualization, or business intelligence tools (e.g., Power BI, Tableau)
- Interest in leveraging emerging technologies, including AI-powered tools, to improve analytical efficiency, reporting, and business processes.
Responsibilities
- Support pricing activities for new business opportunities, repricing initiatives, and client retention efforts.
- Perform financial, profitability, and risk analyses to support pricing recommendations.
- Analyze pricing scenarios and model outputs to identify key drivers, risks, and opportunities.
- Evaluate client and plan profitability to support pricing recommendations and business decision-making.
- Analyze large and complex datasets using pricing models, reporting tools, and financial analyses.
- Develop reporting and analytical insights that support business decision-making.
- Support the maintenance, enhancement, and validation of pricing models, assumptions, and analytical tools.
- Identify opportunities to improve reporting efficiency, automation, and data quality.
- Collaborate with Sales, Strategic Relationship Management, Finance, Product, Actuarial, and Operations teams.
- Communicate analytical findings and recommendations to technical and non-technical audiences.
- Support stakeholder requests and provide analytical guidance on pricing-related matters.
- Participate in projects and initiatives impacting pricing processes, models, and business strategy.
- Support process improvement initiatives and development of analytical tools and reporting capabilities.
- Promote innovation, collaboration, and continuous learning.
- Contribute to documentation, knowledge sharing, and best practices across the team.
Benefits
- health
- dental
- mental health
- vision
- short- and long-term disability
- life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
