Pricing Governance Lead

About the role

The application window for this role closes on August 31st, 2026.

Job Location

The primary work location for this role is Berwyn, Boston, or Raleigh with a hybrid work model or remote option for other East Coast areas.

About Envestnet

Envestnet is an adaptive WealthTech company redefining the future of wealth management through comprehensive technology, actionable insights, and industry-leading support. Founded with over 25 years of experience and managing approximately $7.0 trillion in platform assets, Envestnet serves over one-third of financial advisors across leading banks, wealth managers, brokerages, and RIAs. Learn more at www.envestnet.com.

The Team You’ll Join

The Pricing Governance Lead will join a collaborative and growing team focused on driving disciplined, scalable pricing across customer deals. The team works closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned with strategic objectives.

Responsibilities

• Own Deal Desk operations and pricing governance to support pricing decisions (approval workflows, escalation thresholds, required documentation, and controls).
• Improve Deal Desk tooling and workflows (CRM, trackers, dashboards) to enhance visibility, documentation quality, and turnaround time.
• Lead pricing reviews for non-standard deals, coordinate approvals, and ensure clear rationale and documentation.
• Partner with Product and GTM teams to align pricing with packaging and value positioning.
• Own reporting and Key Performance Indicators (KPIs) such as price realization, discounting, and renewal performance, and deliver insights to pricing and commercial leadership.
• Provide deal guidance and modeling support to pricing analysts and commercial stakeholders.

Requirements

• Bachelor’s degree in finance or a related field required, MBA preferred.
• 7+ years of experience in pricing, deal desk, revenue operations, finance, or commercial governance roles, with cross-functional process ownership.
• 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 industry leaders to deliver meaningful, innovative solutions that make a real difference. We offer flexible work arrangements, competitive compensation, and a comprehensive suite of benefits to support your overall well-being. Visit our career page to learn more about what we offer.

Our Commitment to Inclusion & Belonging

We are committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals from diverse 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 applications from all qualified individuals.

Recruitment Fraud Awareness

At Envestnet, we are vigilant against recruitment fraud. To protect yourself, review our recruitment fraud awareness page. If you suspect fraud, contact us at [email protected] immediately.