Senior Retirement Plan Pricing Architect

Principal International; Des Moines (IA); Hybrid; USD 73,000 - 100,000; Full time

Job summary

Principal Asset Management in Des Moines, IA, is seeking a Retirement Plan Pricing Analyst III to influence pricing strategies for our retirement plan business. You will partner with customer care and other partners to balance client retention with business profitability, using pricing models and Excel tools to recommend competitive pricing and revenue concessions.

Ideal candidates have a Bachelor's degree, 6+ years in pricing/financial analysis within defined contribution plans, and strong

Qualifications

• Bachelor's Degree or equivalent experience is required.
• 6+ years of experience in pricing, financial analysis, business analytics, retirement plan administration or related fields.
• Experience in retirement plans, specifically defined contribution (DC) is preferred.
• Strong analytical and problem-solving abilities.
• Ability to learn complex business processes and apply sound business judgment.
• Effective relationship-building and communication skills.
• Ability to influence outcomes without direct authority.

Responsibilities

• Analyze retirement plan pricing and profitability across an assigned portfolio of clients.
• Partner with internal customer care teams to evaluate pricing changes and retention strategies.
• Review plan economics, benchmarks, market pricing trends, and service offerings to develop pricing recommendations.
• Balance client retention with revenue and profitability goals.
• Manage relationships and provide pricing guidance across internal partners.
• Use pricing models, Excel-based tools, macros, and reporting systems to support decisions.
• Identify process improvements to increase efficiency and effectiveness.
• Communicate with partners and manage workload and priorities.
• Collaborate across multiple areas to support mid-market and large-market segments as needed.

Skills

Analytical skills

Pricing knowledge

Communication

Influence without authority

Problem-solving

Relationship-building

Education

Bachelor's Degree or equivalent

Tools

Excel

Pricing models

Macros

Reporting systems

AI-enabled tools

Job description

Principal Asset Management in Des Moines, IA, is seeking a Retirement Plan Pricing Analyst III to influence pricing strategies for our retirement plan business. You will partner with customer care and other partners to balance client retention with business profitability, using pricing models and Excel tools to recommend competitive pricing and revenue concessions.

Ideal candidates have a Bachelor's degree, 6+ years in pricing/financial analysis within defined contribution plans, and strong