Pricing Director

Envestnet; Berwyn (PA); Hybrid; USD 126,000 - 157,000; Full time

Benefits offered by this job

Medical insurance

PTO

401k company match

Paid parental leave

Education reimbursement

Disability coverage

Mental health & wellness support

Job summary

Envestnet, a leading WealthTech company, is seeking a Director of Pricing to drive disciplined pricing across complex deals. You will partner with Sales, Product, Finance and Legal to optimize pricing strategies, governance, and outcomes.

The role focuses on building pricing models, deal structures, and governance to improve win rates while aligning with strategic objectives.

Qualifications

• Bachelor’s degree in finance or related field required; MBA a plus.
• Experience building pricing governance with approval frameworks and controls.
• Advanced Excel and Power BI skills are essential; CPQ knowledge is a plus.

Responsibilities

• Collaborate with Sales, Marketing, and other teams to establish competitive pricing strategies.
• Develops product and client-focused analyses to support pricing models and deal structures.
• Supports complex proposals and informs bid strategy and commercial decisions.
• Lead and analyze historical pricing patterns and outcomes for optimization.
• Create pricing governance, guardrails, and governance workflows with Deal Desk.
• Develop reporting and dashboards to monitor pricing effectiveness and renewal performance.

Skills

Advanced Excel

Executive communication

Pricing analysis

Strategic thinking

Stakeholder influence

Education

Bachelor's in Finance

MBA

Tools

Power BI

CPQ

Job description

The application window will close November 15, 2026.

Job Location

The primary work location for this role is Berwyn, PA, Boston, MA or Raleigh, NC with a hybrid work model or remote for other east coast areas.

About Envestnet

Envestnet is an adaptive WealthTech company that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable insights, and industry leading support. Backed by over 25 years of experience and approximately $7.0 trillion in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

The Team You’ll Join

The Director, Pricing will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team sets portfolio pricing strategy and governance, partners with Sales, Relationship, Finance, Legal, and Product to improve win rate while ensuring pricing decisions meet strategic objectives.

How You’ll Contribute

Collaborates with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion. Develops product and client focused analysis to support pricing models, guidelines, and deal structures. Supports complex proposals and leverages competitive and market intelligence to inform bid strategy and commercial decision making.

• Works on longer lifecycle deal development for large and complex opportunities.
• Works with Sales teams to help craft and implement complex proposal structures.
• Analyzes proposal economics and works with product / business stakeholders to influence structuring from a pricing / revenue optimization standpoint.
• Leads complex analyses of historical pricing patterns and outcomes.
• Measures, verifies, reports and mitigates risks arising out of new and/or proposal structures.
• Drives analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.
• Creates strategic pricing plans and processes to improve business-specific revenue, margin or share goals.
• Develops business cases to understand the impact of multiple and diverse strategic pricing recommendations
• Oversees Deal Desk operations, including governance, approval workflows, pricing guardrails and execution standards to support consistent and compliant revenue outcomes.
• Partners with Product, Sales, and GTM teams to set and implement pricing strategy.
• Uses insights (win/loss, discounting, competitive pressures) to recommend pricing actions.
• Develops and maintains reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.

What You’ll Need to Bring

• Candidates should demonstrate the relevant experience, skills, and capabilities needed to successfully perform in the role. Relevant experience may be gained through current responsibilities, prior roles, project work, leadership opportunities, or other comparable experiences.
• Bachelor’s degree in finance, or a related field required, advanced degree (MBA) is a plus.
• Experience building and improving pricing governance (e.g., approval frameworks, escalation paths, controls, and documentation standards).
• Strong business judgment and executive communication skills; able to synthesize complex deal tradeoffs into clear recommendations and influence outcomes.
• Advanced Excel skills required; experience with Power BI (or similar) is a plus.

Nice-to-Haves

• SaaS, fintech, wealth management, or enterprise technology experience.
• CPQ implementation experience.
• Built pricing dashboards/metrics (discount waterfall, renewal uplift) and turned insights into action.
• Supported renewals/retention motions (discount governance, uplift strategy, pipeline hygiene).

Why You’ll Enjoy Working at Envestnet

Help shape the future of WealthTech. At Envestnet you’ll gain hands‑on experience and collaborate with some of the industry’s brightest minds to deliver meaningful, innovative solutions that make a real difference.

We value flexibility in how and where work gets done, and we recognize strong performance with meaningful rewards—because your contributions should drive both business success and your own personal growth. If you’re looking for a place where your work has impact, your development is supported, and your contributions are truly valued, Envestnet is where you can build your future.

The opportunity is now!

Sponsorship

This position is not open to candidates requiring visa sponsorship.

Our Investment in You

This role offers a base salary range of $125,900 to $157,400. The range listed represents a good faith estimate of base salary compensation for this position and does not include incentive compensation, equity or benefits. Individual pay will be determined based on factors including, but not limited to, relevant experience, skills, education, certifications, and geographic location, in accordance with applicable pay transparency laws. This role is eligible for an additional incentive component as part of the total rewards package.

• medical insurance
• paid time off (PTO)
• 401k company match
• paid parental leave
• education reimbursement
• disability coverage
• mental health & wellness support

Our Commitment to Inclusion & Belonging

Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all backgrounds and do not discriminate based on race, color, religion, creed, sex (including pregnancy or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, age, disability, genetic information, military or veteran status, citizenship status, or any other status protected by applicable law. We encourage individuals from all backgrounds to apply. We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at [email protected]. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.