Senior Retirement Plan Pricing Strategist

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

Benefits offered by this job

Flexible Time Off

Pension Eligible

Hybrid work environment

Job summary

Principal Financial Group in Des Moines, IA, is recruiting a Retirement Plan Pricing Analyst III to shape pricing strategies for our retirement plan business. You will partner with customer care and other teams to support client retention while protecting business economics.

You’ll analyze pricing, review plan economics, and develop recommendations across mid-market and large-market segments, using pricing models and Excel-based tools. This role blends analytical rigor with business influence.

Qualifications

• Bachelor's Degree or equivalent experience required.
• 6+ years of pricing, financial analysis, or related experience.
• DC retirement plan knowledge is highly preferred.
• Strong analytical and communication skills.

Responsibilities

• Analyze retirement plan pricing and profitability for assigned clients.
• Collaborate with customer care and internal partners on pricing changes.
• Review plan economics, benchmarks, and market trends to make pricing recommendations.
• Balance client retention with revenue and profitability goals.
• Provide pricing guidance and consultation to internal stakeholders.
• Utilize pricing models, Excel tools, macros, and reporting systems for decisions.
• Identify process improvements to increase efficiency.
• Maintain proactive communication and manage workload priorities.
• Support both mid-market and large-market retirement plan segments as needed.

Skills

Analytical thinking

Problem solving

Communication skills

Ability to influence

Pricing experience

DC retirement plan knowledge

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Excel-based tools/macros

Pricing models & reporting systems

AI-enabled tools

Job description

Principal Financial Group in Des Moines, IA, is recruiting a Retirement Plan Pricing Analyst III to shape pricing strategies for our retirement plan business. You will partner with customer care and other teams to support client retention while protecting business economics.

You’ll analyze pricing, review plan economics, and develop recommendations across mid-market and large-market segments, using pricing models and Excel-based tools. This role blends analytical rigor with business influence.