Pricing Director

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we must use all; we can choose which to include based on content. So we could have Requirements covering education, experience, skills. Then Skills maybe not needed. But we could still include Skills if we have specific skills content. We have specific skills: advanced Excel required; experience with Power BI (or similar) is a plus. Also business judgment and executive communication skills; ability to synthesize complex deal tradeoffs; etc. Those could be under Skills. Thus we can have: - Requirements: education and experience (Bachelor's degree, advanced degree plus, experience building pricing governance, etc.) - Skills: advanced Excel, Power BI, business judgment, executive communication, etc. - Benefits: list. - Pay: salary range and incentive. - Schedule: hybrid/remote. We also need to include the "Nice-to-Haves" maybe under Requirements or Skills as optional. We must not create sections with filler like "commensurate with experience". We have actual content. Now we need to ensure we don't include boilerplate: EEO, recruitment fraud, sponsorship statement? Actually "Sponsorship This position is not open to candidates requiring visa sponsorship" is maybe relevant but could be considered metadata; but it's not a heading; we could include in a short p under Requirements? It's about visa sponsorship; maybe we can include as a note. But it's not explicitly prohibited; it's not EEO/legal boilerplate? It's about sponsorship; could be considered relevant. However the instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Sponsorship statement is not exactly EEO but could be considered legal? Might be safe to keep? It's about visa sponsorship; it's a condition. I'd keep it as a short p maybe under Requirements. Also "Our Investment in You" includes benefits and salary etc; we already captured benefits and pay. The paragraph about flexibility, rewards, etc is somewhat fluff but still substantive? It's more marketing; but we could keep as part of About the role? Might be considered boilerplate? It's not EEO; it's about culture. Could keep but maybe not needed. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that paragraph as it is substantive about culture. But we need to place it somewhere; maybe under About the role after Envestnet description. But we must avoid duplication: there is also "Why You’ll Enjoy Working at Envestnet" which is similar. We'll include that as part of About the role. Now let's extract exact text blocks: From posting: 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. For a deeper look at how Envestnet is shaping the future of financial advice, visit www.envestnet.com. 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. 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. We need to