Senior Pricing Analyst

Envestnet•Berwyn, PA

5d•Hybrid

About The Position

Envestnet is seeking a Senior Pricing Analyst to join our Finance department. This is a hybrid role, with in-office work required at our Berwyn, PA office location. Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions - backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation's leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet's wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Envestnet's Strategy: Deliver the industry-leading wealth management platform, powered by advanced data and insights Leverage our scale and efficiencies to serve our clients' needs comprehensively Enable financial advisors to deliver more holistic advice - reflecting a more complete view of their clients' financial lives, and in a more connected environment For more information, please visit www.envestnet.com. Job Summary: As a Senior Pricing Analyst at Envestnet, you will be responsible for developing and implementing pricing strategies that enhance profitability and market share while aligning with business objectives.

Requirements

Education: Bachelor's degree in business, finance, economics, or a related field required; advanced degree (MBA or equivalent) preferred.
Experience: Minimum of five years of relevant finance experience, including data analysis and financial modeling. Experience in financial technology, wealth management, or financial services industries is preferred.
Analytical and Quantitative Skills: Proficient in analyzing complex data and developing financial models.
Technical Proficiency: Advanced Excel skills required; familiarity with PowerBI, SQL, or other advanced software tools beneficial but not required.
Communication and Interpersonal Skills: Strong written and verbal communication skills, presenting findings to diverse audiences and working collaboratively across teams.
Problem-Solving & Change Management: Capable of identifying and resolving issues, having intellectual curiosity and a strategic mindset.

Responsibilities

Pricing Tools: Design, build, and maintain robust pricing tools, models, databases, and other pricing process components to support innovative and data-driven pricing decisions.
Performance Monitoring and Reporting: Architect dashboards to assess pricing effectiveness, track KPIs and KLIs, deal activity, and monitor client renewals to increase transparency for leadership; Monitor discounting behavior and price realization, identifying trends and flagging misalignment with pricing strategies.
Analysis: Analyze product-level and portfolio-level pricing performance, identifying trends, risks, and opportunities to refine pricing strategy.
Cross Functional Collaboration: Partner with commercial teams, finance, operations, legal, and product management to ensure pricing insights drive informed decision making.
Governance: Support the consistent application of pricing policies and enforce escalation procedures; standardizing terms and conditions and renewal uplift policies and targets.
Confidentiality and Integrity: Comply with standards concerning discretion and confidentiality regarding sensitive firm and client information.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.