Pricing Analyst: Strategy, Profitability & Clients

Soteria Reinsurance Ltd.; Covington (KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Fidelity Workplace Investing seeks a Pricing Analyst to evaluate pricing and profitability, develop market-competitive strategies, and influence senior stakeholders. You will build financial models, assess client requests, and present recommendations to drive client acquisition, retention, and profitability.

The role emphasizes Excel-based analytics, strong communication, and collaboration within a team transitioning to onsite work. Relevant finance experience preferred.

Qualifications

• College degree in Finance, Economics, or Accounting
• 2-3 years of work and/or internship experience in a Finance role
• Strong knowledge of Microsoft Office Applications (Word, Excel, PowerPoint) with significant emphasis on Excel
• Proven analytical/problem-solving abilities
• Attention to detail and accuracy are essential
• Excellent interpersonal skills including the ability to influence senior level positions
• Demonstrates strong written and verbal communication skills
• Ability to prioritize multiple tasks and work independently
• Ability to collaborate with fellow team members
• Takes initiative to identify and solution for operational improvements and efficiencies
• Analyze prospect and client pricing requests from sales and relationship management, evaluating fees, market competitiveness, and long-term profitability
• Develop financial models and pricing proposals that conform to business guidelines to assist the sales organization in acquiring new clients
• Evaluate existing client repricing requests as changes occur to the plan and its participants, product offering, fee structure, and/or other key underlying assumptions
• Evaluate client-specific metrics and challenge assumptions as appropriate to ensure that projected profitability and required fees are sufficient
• Analyze financial information and proactively create alternative pricing scenarios that enhance win rate, strengthen client retention, minimize risk, and improve profitability
• Present pricing proposals, strategy, and positioning with key business partners and pricing team management
• Continually prioritize requests to be completed based on a variety of factors including age, potential need for additional approvals, or client/advisor urgency
• Proactively raise pricing issues, trends, and operational improvement opportunities, as appropriate
• Support ad hoc project work, as needed

Responsibilities

• Evaluate pricing requests from sales and relationship management, assessing fees, market competitiveness, and profitability.
• Develop pricing models and proposals to support sales in acquiring new clients.
• Present pricing strategy and positioning to business partners and pricing leadership.
• Identify opportunities for pricing improvement and operational efficiencies.

Skills

Analytical skills

Attention to detail

Interpersonal skills

Communication skills

Multi-tasking

Collaboration

Initiative

Pricing sensitivity

Education

Finance/Economics/Accounting degree

Tools

Excel

Word

PowerPoint

Job description

Fidelity Workplace Investing seeks a Pricing Analyst to evaluate pricing and profitability, develop market-competitive strategies, and influence senior stakeholders. You will build financial models, assess client requests, and present recommendations to drive client acquisition, retention, and profitability.

The role emphasizes Excel-based analytics, strong communication, and collaboration within a team transitioning to onsite work. Relevant finance experience preferred.