Retirement Plan Pricing Analyst III
Core
Shape pricing strategies for existing retirement plan business, partnering with customer care to support client retention while supporting business economics.
Role type
Senior IC pricing analyst (retirement plans)
Builds
Pricing recommendations, revenue concessions, and retention approaches for defined contribution plans
Domain
Financial services / Retirement plan administration
Required skills
Pricing strategy, profitability analysis, defined contribution (DC) plan knowledge, Excel modeling, business analytics, client retention strategy, internal benchmarking, market trend analysis, process improvement
Preferred skills
Retirement plan administration experience, onboarding/servicing experience, AI-enabled tools familiarity, automation technologies
Technologies
Microsoft Excel, pricing models, reporting systems
Responsibilities
Analyze retirement plan pricing and profitability across assigned client portfolio; Partner with customer care teams to evaluate pricing change requests and retention strategies; Review plan economics and market trends to develop pricing recommendations; Balance client retention objectives with revenue and profitability goals; Provide pricing guidance and consultation to internal business partners; Identify process improvements to increase efficiency; Collaborate across business areas to support mid-market and large-market segments
Seniority
Senior, hands-on IC