Hybrid Senior Pricing Analyst — Retirement Plans

Sunlife; Toronto; Híbrido; CAD 62.000 - 93.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work environment

Collaborative culture

15 vacation days

Flexible benefits

Pension & stock programs

Networking opportunities

Learning Centre access

Wellness programs

Descripción de la vacante

Sun Life's Group Retirement Services is seeking a Senior Pricing Analyst to support pricing for defined contribution plans and new business opportunities. You will prepare pricing quotes, interact with senior management, and collaborate with cross-functional partners to ensure financially sound recommendations.

The role requires strong analytical skills, experience in financial services, and proficiency with Excel.

Formación

• 3–5 years of experience in Group Retirement Services or Financial Services/Insurance.

Responsabilidades

• Assess the requirements, risks, competitive pressures and financial feasibility of Defined Contribution pricing cases.
• Use the Pricing Model to produce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plans.
• Use data to determine the appropriate benchmark and recommend fees that are appropriate based on the quantitative and service level specifications of the pension plan.
• Participate in discussions on the pricing strategy and assumptions with other stakeholders including Marketing, Sales, IT, Plan Install, Investment Services, Fund Operations, Customer Relationship Executives, and Senior Management.
• Summarize analyses and recommendations clearly and concisely to obtain pricing approvals according to established Pricing Guidelines.
• Propose and communicate pricing options/changes for new and existing plans to Customer Relationship Executives/Managers and Regional Directors of Business Development.
• Prepare Letter of Commitment Document to be presented to clients.
• Analyze the requirements and costs associated with the recordkeeping services identified in the RFP.
• Maintain and update Pricing Model and supporting infrastructure.

Conocimientos

Analytical mindset

Communication

Educación

University degree in Business/Finance/Economics

CPA/CFA/MBA

Herramientas

Excel

Descripción del empleo

Sun Life's Group Retirement Services is seeking a Senior Pricing Analyst to support pricing for defined contribution plans and new business opportunities. You will prepare pricing quotes, interact with senior management, and collaborate with cross-functional partners to ensure financially sound recommendations.

The role requires strong analytical skills, experience in financial services, and proficiency with Excel.