Pricing Governance Lead

Description

The application window will close August 31st, 2026.

The primary work location for this role is Berwyn, Boston or Raleigh with a hybrid work model or remote for other east coast areas.

Envestnet is an adaptive

Wealth

Tech company that is redefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.

Backed byover
25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visit

The Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to strategic objectives.

Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.

• Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
• Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
• Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
• Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
• Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations.
• Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
• Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
• Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
• Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance and overall price realization.

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus.
• Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
• Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
• Advanced Excel skills required; experience with Power BI (or similar) is a plus.

• SaaS, fintech, wealth management, or enterprise technology experience.
• CPQ implementation experience.
• Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
• Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You'll Enjoy Working at Envestnet

Help shape the future of Wealth Tech. At Envestnet you'll gain hands-on experience and collaborate with some of the industry’s brightest minds…