Financial Services Pricing Analyst (212126)

Aquent; United States; Presencial; USD 90 000 - 130 000; Tempo integral

Resumo da oferta

Aquent partners with a leading financial services firm to optimize client relationships and pricing strategy. The role focuses on analyzing financial data, crafting tailored pricing solutions, and collaborating with internal partners to balance client needs with business objectives.

This onsite position requires strong analytical, negotiation, and communication skills, plus Series 7 and 63 licenses. Four days per week onsite in Wisconsin.

Qualificações

• 3+ years of experience in brokerage or financial services
• Active Series 7 and Series 63 licenses
• Strong organizational skills in a high-volume environment
• Strong critical thinking, negotiation, and decision-making abilities
• Excellent communication with diverse stakeholders

Responsabilidades

• Administer pricing reviews and approvals for financial services including commissions, margin, asset-based fees, cash awards, and alternative investment custody.
• Gather and interpret client financial and behavioral data, conducting profitability analysis using internal models to inform pricing decisions.
• Construct complex, bespoke pricing packages for high-value clients and prospects.
• Engage frequently with leadership to discuss pricing strategies and elevate complex requests for exception approval.
• Collaborate across client service, managed investing, branch network, finance, client acquisition, marketing, and operations.
• Educate and provide guidance to field partners on client profitability, market competition, and positioning offers to clients.
• Act as the primary point of escalation for pricing requests exceeding field empowerment guidelines.

Conhecimentos

Brokerage/financial services

Series 7 license

Series 63 license

Organizational skills

Critical thinking

Negotiation

Communication skills

Formação académica

Bachelor’s degree in Finance, Economics, Business, or related field

Ferramentas

Pricing models

Descrição da oferta de emprego

Aquent is partnering with a globally recognized financial services firm renowned for its commitment to client success and innovative approach to wealth management. This organization plays a crucial role in empowering individuals to achieve their financial goals, fostering long-term relationships through exceptional service and strategic financial solutions.

We are seeking a detail-oriented professional with a passion for problem‑solving to join a specialized team dedicated to optimizing client relationships and ensuring fair, consistent pricing. In this pivotal role, you will analyze financial data, craft tailored solutions, and collaborate with diverse internal partners to make strategic pricing decisions that balance client needs with business objectives.

This position requires working onsite four days per week.

Key Responsibilities

• Administer pricing reviews and approvals for financial services including commissions, margin, asset‑based fees, cash awards, and alternative investment custody.
• Gather and interpret client financial and behavioral data, conducting profitability analysis using internal models to inform pricing decisions.
• Construct complex, bespoke pricing packages for high‑value clients and prospects.
• Engage frequently with leadership to discuss pricing strategies and elevate complex requests for exception approval.
• Collaborate across client service, managed investing, branch network, finance, client acquisition, marketing, and operations.
• Educate and provide guidance to field partners on client profitability, market competition, and positioning offers to clients.
• Act as the primary point of escalation for pricing requests exceeding field empowerment guidelines.

What You’ll Bring

• 3+ years of experience in the brokerage or financial services industry.
• Active Series 7 and Series 63 licenses.
• Exceptional organizational skills with the ability to manage competing demands in a high‑volume, fast‑paced environment.
• Strong critical thinking, negotiation, and decision‑making skills to resolve complex pricing inquiries.
• Effective communication skills with the ability to interact with and influence all levels of the organization, including legal, compliance, and senior leadership.

Technical Skills

• Hands‑on experience conducting profitability analysis and using pricing or financial models.

Bonus Points

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Deep familiarity with brokerage fee structures, competitive market positioning, and financial modeling tools.