What You'll Do
- Prepare and analyze fee quotes, repricing proposals, current fee summaries, and pricing scenarios for existing retirement plan clients.
- Evaluate plan financials, service arrangements, advisor compensation, and investment lineups to determine pricing and revenue impact.
- Assess the competitiveness and sustainability of pricing recommendations and consult with sales teams.
- Reconcile information across pricing worksheets, proposals, source systems, and supporting documentation to ensure accuracy and consistency.
- Identify risks, discrepancies, and exceptions, and escalate complex situations when appropriate.
- Document pricing decisions and communicate recommendations clearly to Sales, Service, Finance, and other internal partners.
- Support special projects and coach or mentor less experienced employees.
Who You Are
- Master’s degree or equivalent experience required preferably MBA Finance.
- Four or more years of, fund accounting, portfolio accounting, insurance retirement plan, financial services, pricing, operations or related experience.
- Working knowledge of retirement plan products, investments, plan design, services, industry standards, and applicable laws and regulations.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Ability to interpret complex requests, manage multiple priorities, and deliver accurate work within established timelines.
- Strong written and verbal communication skills and a demonstrated commitment to ethical conduct and excellent customer service.
- Strong Excel skills, including experience analyzing and reconciling financial data.
- Experience with Salesforce, Automation, Power BI and ERP systems.
- Experience with retirement plan pricing, fee analysis, investments, revenue analysis, or proposal preparation.
- Ability to coach, mentor, and train less experienced employees and internal partners with minimal assistance.
- Shift Time - 5.30 PM - 2.30 AM (initial 6 months), later 1.30 PM - 10.30 PM
Job description provided by Principal Financial Group.
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