Senior Pricing Analyst

Envestnet; Boston (MA); Hybrid; USD 78,000 - 98,000; Full time

Job summary

Envestnet seeks a Senior Pricing Analyst to drive disciplined pricing across customer deals with a hybrid/remote East Coast setup. You will partner with Sales, Relationship, Finance, Legal, and Product to optimize pricing governance and win rate.

You’ll build financial models, pricing tools, and dashboards to support data-driven decisions and market expansion while aligning with strategic objectives.

Qualifications

• Bachelor's degree in finance or a related field is required; MBA is preferred.
• Background in pricing, commercial analytics, or FP&A.
• Experience analyzing complex data sets and building financial models.
• Customer focus with ability to simplify deal tradeoffs and influence outcomes.
• Advanced Excel skills; Power BI (or similar) is a plus.

Responsibilities

• Collaborates with Sales, Marketing, and other teams to establish pricing strategies.
• Develops product- and client-focused analyses to support pricing models, guidelines, and deals.
• Supports proposals and uses competitive intelligence for bid strategy.
• Manages price books and ensures updates are reflected across proposals.
• Analyzes pricing data, market trends, and client buying patterns.
• Develops tools and dashboards to evaluate pricing effectiveness and KPIs.
• Works with Finance to define pricing, packaging, and bundling strategies.
• Maintains financial models, pricing tools, and processes for data-driven decisions.
• Designs dashboards to track pricing performance and renewals.
• Assesses product- and portfolio-level pricing performance to inform strategy.

Skills

Advanced Excel

Pricing analytics

Financial modeling

Power BI

FP&A

Education

Bachelor's degree in finance or related field

MBA preferred

Tools

Power BI

Job description

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 adaptiveWealthTechcompany that isredefining the future of wealth management byhelpingadvisors meet the moment with its comprehensive technology, actionable insights, and industry leading support.Backed byover25 years of experience and approximately$7.0 trillionin platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and RIAs.

For a deeper look at how Envestnet is shaping the future of financial advice, visitwww.envestnet.com.

The Team You'll Join

The Senior Pricing Analyst 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 with Sales teams to refine product pricing strategies and lead execution in specific proposals, including price increases.
• Manages price books and ensures updates are published and applied across various proposal structures and development processes.
• Assesses data from a variety of sources to derive insights into proposal-related pricing strategies and market trends.
• Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company’s offerings.
• Develops targeted tools and capabilities to help the company quickly respond to changing market conditions and trends.
• Works with business partners, Sales, and Finance to understand and recommend pricing, packaging and bundling strategies.
• Develop and maintain financial models, pricing tools, and process components that support data-driven pricing decisions.
• Design dashboards to evaluate pricing effectiveness, track key performance indicators, deal activity, and client renewals to track pricing performance.
• Analyze product- and portfolio-level pricing performance to identify risks and opportunities that inform pricing strategy refinements.
• Support consistent application of pricing policies and escalation procedures, including standardized terms, renewal uplift policies, and target guidelines.

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, such as an MBA, preferred.
• Background in pricing, commercial analytics, or FP&A.
• Experience analyzing complex data sets and building financial models.
• Customer focused with the ability to simplify complex deal tradeoffs, make clear recommendations, and influence outcomes.
• Advanced Excel skills required; 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 and turned insights into action.

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 $78,200 to $97,700. 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. We provide a comprehensive suite of benefits - subject to Envestnet's plan eligibility rules - that support your overall well-being including, medical insurance, paid time off (PTO), 401k company match, paid parental leave, education reimbursement, disability coverage and mental health & wellness support. Our investment in you means supporting you professionally, financially, and personally at every stage of your journey with us. Please visit our benefits page on our career site to learn more.

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.