Wealth Management Pricing Architect

Forsyth Barr; Auckland; On-site; NZD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Professional development

Work-life balance

Job summary

Forsyth Barr in Auckland is seeking a commercially minded Pricing Specialist to own Wealth Management pricing initiatives from analysis through to implementation and continuous improvement.

You'll translate pricing strategy into practical frameworks, dashboards and measurable outcomes, working with Wealth Management leaders, Advisers and shared-service teams to ensure pricing decisions are transparent and aligned with client value and the firm's objectives.

Qualifications

• Three to five years' pricing, commercial analysis or related experience.
• Experience in financial services, wealth management or advisory desirable.
• Bachelor's degree in business/finance; NZ Certificate in Financial Services desirable.
• Strong numerical, analytical and financial modelling capabilities.
• Advanced Excel and PowerPoint; reporting and analysis with BI tools.

Responsibilities

• Own pricing initiatives roadmap from definition to benefits tracking.
• Develop pricing frameworks, governance and review cycles.
• Analyze fee structures, costs, revenue yield and margins.
• Define metrics and data requirements; deliver dashboards and reports.
• Translate changes into processes, tests, training and rollout.
• Facilitate workshops and prepare decision papers for stakeholders.
• Monitor market practice and opportunities to simplify and automate.

Skills

Pricing

Commercial analysis

Financial modelling

Stakeholder management

Communication

Education

Bachelor’s degree in business/finance

NZ Certificate in Financial Services (Level 5) desirable

Tools

Excel

PowerPoint

Power BI

Databricks

SQL

Job description

Forsyth Barr in Auckland is seeking a commercially minded Pricing Specialist to own Wealth Management pricing initiatives from analysis through to implementation and continuous improvement.

You'll translate pricing strategy into practical frameworks, dashboards and measurable outcomes, working with Wealth Management leaders, Advisers and shared-service teams to ensure pricing decisions are transparent and aligned with client value and the firm's objectives.