Pricing Specialist

As a member of the US Retirement Pricing team, the Pricing Specialist supports business growth and client retention through financial analysis, pricing recommendations, and profitability assessments. This role partners with Sales, Strategic Relationship Management, Finance, Actuarial, Product, Operations, and other business teams to evaluate new business opportunities, support existing clients, and provide insights that drive informed decisions. The successful candidate will use analytical tools and financial models to assess pricing scenarios, evaluate risk, and support pricing strategies across US Retirement products.

• Support pricing activities for new business opportunities, repricing initiatives, and client retention efforts.
• Perform financial, profitability, and risk analyses to support pricing recommendations and business decisions.
• Analyze pricing scenarios and model outputs to identify key drivers, risks, and opportunities.
• Evaluate client and plan profitability and communicate findings to technical and non-technical audiences.
• 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, data quality, and business processes.
• Collaborate with Sales, Strategic Relationship Management, Finance, Product, Actuarial, and Operations teams to address pricing-related needs.
• Participate in projects and initiatives that impact pricing processes, models, tools, and business strategy.
• Contribute to documentation, knowledge sharing, best practices, innovation, and continuous learning across the team.

• Bachelor's degree in Finance, Economics, Mathematics, another quantitative or business-related field, or equivalent analytical experience.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Strong Microsoft Excel skills and comfort working with large datasets.
• Ability to synthesize complex information and communicate findings clearly and effectively.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to collaborate effectively and build strong working relationships across teams.

• Experience in financial services, retirement services, insurance, investments, or asset management.
• Exposure to pricing, profitability analysis, forecasting, financial modeling, or underwriting.
• Knowledge of retirement plans, recordkeeping, or investment products.
• Familiarity with reporting and data visualization tools.
• Interest in using emerging technologies, including AI-powered tools, to improve analytical efficiency, reporting, and business processes.

• We'll empower you to learn and grow the career you want.
• We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we'll…