Hybrid Pricing Analyst – WealthTech

Envestnet; Berwyn (PA); Hybrid; USD 78,000 - 98,000; Full time

Job summary

Envestnet is seeking a Senior Pricing Analyst to lead disciplined pricing across customer deals. You will partner with Sales, Relationship, Finance, Legal, and Product to improve win rates while aligning pricing with strategic objectives.

The role requires strong analytics, modeling, and Excel skills, with Power BI as a plus. This is a hybrid/remote East Coast opportunity with a base salary described in the posting.

Qualifications

• Bachelor’s degree in finance or related field required; MBA preferred.
• Pricing, commercial analytics, or FP&A experience requested.
• Advanced Excel skills; Power BI is a plus.
• Experience analyzing data sets and building financial models.

Responsibilities

• Collaborate with Sales, Marketing, and other teams to establish pricing strategies that support revenue growth.
• Develop product and client-focused analyses to support pricing models and deal structures.
• Support complex proposals and leverage market intelligence to inform bid strategy and commercial decisions.
• Refine price books and ensure updates are applied across proposal structures and processes.
• Assess data from multiple sources to derive pricing insights and market trends.
• Analyze competitor pricing, market share and margins to inform strategy.

Skills

Pricing

Commercial analytics

FP&A

Financial modeling

Excel

Power BI

Education

Bachelor’s degree in finance or related field

MBA preferred

Tools

Power BI

Job description

Envestnet is seeking a Senior Pricing Analyst to lead disciplined pricing across customer deals. You will partner with Sales, Relationship, Finance, Legal, and Product to improve win rates while aligning pricing with strategic objectives.

The role requires strong analytics, modeling, and Excel skills, with Power BI as a plus. This is a hybrid/remote East Coast opportunity with a base salary described in the posting.