Senior Pricing Analyst

Application window closes November 15, 2026. Primary work location: Berwyn, PA, Boston, MA or Raleigh, NC with a hybrid work model or remote for other east coast areas.

About the role

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 Senior Pricing Analyst 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

• 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 with Sales teams to refine product pricing strategies and lead execution in specific proposals, including price increases.
• Manages price books and ensures updates are published and applied across various proposal structures and development processes.
• Assesses data from a variety of sources to derive insights into proposal-related pricing strategies and market trends.
• Analyzes competitor pricing, market share and margins and tracks client buying patterns to understand, develop and recommend effective strategies for the company’s offerings.
• Develops targeted tools and capabilities to help the company quickly respond to changing market conditions and trends.
• Works with business partners, Sales, and Finance to understand and recommend pricing, packaging and bundling strategies.
• Develop and maintain financial models, pricing tools, and process components that support data-driven pricing decisions.
• Design dashboards to evaluate pricing effectiveness, track key performance indicators, deal activity, and client renewals to track pricing performance.
• Analyze product- and portfolio-level pricing performance to identify risks and opportunities that inform pricing strategy refinements.
• Support consistent application of pricing policies and escalation procedures, including standardized terms, renewal uplift policies, and target guidelines.

Requirements

• Bachelor’s degree in finance or a related field required; advanced degree, such as an MBA, preferred.
• Background in pricing, commercial analytics, or FP&A.
• Experience analyzing complex data sets and building financial models.
• Customer focused with the ability to simplify complex deal tradeoffs, make clear recommendations, and influence outcomes.
• Advanced Excel skills required; 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 and turned insights into action.

Benefits

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

Pay

This role offers a base salary range of $78,200 to $97,700. The range listed