Description
The application window will close August 31st, 2026.
Job Location
The primary work location for this role is Berwyn, Boston or Raleigh 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 Pricing Governance Lead will join a highly collaborative and growing team responsible for driving disciplined, scalable pricing across customer deals. The team partners closely with Sales, Relationship Management, Finance, Legal, and Product to ensure pricing decisions are consistent, well-documented, and aligned to 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.
• Leverages business, finance, pricing and product knowledge to support proposal structuring and agreements.
• Provides guidance and strategy options to Sales, Relationship Managers, service line management and business development teams for financial modeling and pricing.
• Develops, implements and maintains pricing and related tools and capabilities to help business stakeholders understand complex financial models and how they apply to specific scenarios.
• Recommends and drives new product monetization approaches aligned to the overall business pricing strategy.
• Contributes to development of business cases to facilitate understanding the impact of strategic pricing recommendations.
• Recommends pricing and related strategies that portray value, drive client purchasing decisions and instill confidence in company products and services.
• Oversees Deal Desk operations, including pricing governance, approval workflows, escalation thresholds, and documentation standards to support efficient, consistent, and compliant pricing decisions.
• Partners with Product, Sales, and Go-to-Market teams to evaluate non-standard pricing requests, coordinate approvals, and align pricing strategies with product packaging and value positioning.
• 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 $108,000 to $135,000. 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.
Our Commitment to Inclusion & Belonging
Envestnet is an Equal Opportunity Employer and is committed to creating an inclusive environment for all employees and applicants. We welcome and value individuals of all 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 individuals from all backgrounds to apply.
We strive to provide an inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation, please contact us at careers@envestnet.com. Please include your full name, the title of the role you are applying for, and the accommodation necessary to assist you with the recruiting process.
Recruitment Fraud
At Envestnet, safeguarding the trust and safety of job seekers is a top priority. We are aware that scammers may impersonate Envestnet recruiters or create fake job opportunities to deceive candidates. Review the information on our recruitment fraud awareness page to help you recognize and avoid recruitment fraud.
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