Pricing Director

Job location: Berwyn, PA; Boston, MA; Raleigh, NC (hybrid) or remote for other East Coast areas. Application window closes November 15, 2026. This position is not open to candidates requiring visa sponsorship.

About the role

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

Responsibilities

• Collaborate with Sales, Marketing, and other teams to establish competitive pricing strategies that support revenue growth and market expansion.
• Develop product and client‑focused analysis to support pricing models, guidelines, and deal structures.
• Support complex proposals and leverage competitive and market intelligence to inform bid strategy and commercial decision making.
• Work on longer‑lifecycle deal development for large and complex opportunities.
• Work with Sales teams to help craft and implement complex proposal structures.
• Analyze proposal economics and work with product/business stakeholders to influence structuring from a pricing/revenue optimization standpoint.
• Lead complex analyses of historical pricing patterns and outcomes.
• Measure, verify, report, and mitigate risks arising from new and/or proposal structures.
• Drive analysis of competitive and market factors relevant to product pricing and positioning, defining and recommending strategically focused improvement opportunities.
• Create strategic pricing plans and processes to improve business‑specific revenue, margin, or share goals.
• Develop business cases to understand the impact of multiple and diverse strategic pricing recommendations.
• Oversee Deal Desk operations, including governance, approval workflows, pricing guardrails, and execution standards to support consistent and compliant revenue outcomes.
• Partner with Product, Sales, and GTM teams to set and implement pricing strategy.
• Use insights (win/loss, discounting, competitive pressures) to recommend pricing actions.
• Develop and maintain reporting, dashboards, and key performance indicators that provide visibility into pricing effectiveness, discounting trends, renewal performance, and overall price realization.

Requirements

• Bachelor’s degree in finance, or a related field (required).
• 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.

Qualifications

• Advanced degree (MBA) is a plus.
• Experience with Power BI (or similar) is a plus.

Skills

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

Benefits

• Medical insurance
• Paid time off (PTO)
• 401(k) company match
• Paid parental leave
• Education reimbursement
• Disability coverage
• Mental health & wellness support

Pay

Base salary range: $125,900 to $157,400 (good‑faith estimate of base salary compensation; does not include incentive compensation, equity, or benefits). Individual pay will be determined based on 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.

Schedule

Hybrid work model; primary work locations: Berwyn, PA; Boston, MA; Raleigh, NC; remote for other East Coast areas.