As a Senior Associate on the Field Performance, Pricing, and Incentives Team, you will play a pivotal role in shaping and executing our client pricing strategy. This highly visible position offers broad exposure to senior stakeholders and cross-functional partners—spanning Finance, Technology, Risk, Compliance, and our Advisor field force—while leading strategic initiatives that directly influence the largest revenue line in US Wealth Management. You will design innovative pricing programs, build the tools and analytics that drive decision-making, and champion change across the firm, making a tangible impact on both advisor performance and client satisfaction.

Job Responsibilities 

• Manage the strategic design and development of the end to end advisor and client pricing and fee experience in partnership with business leaders and key partners. Ownership of specific workstreams may include but is not limited to: Develop presentations and executive materials for business executives and field leadership, Develop materials for national calls to educate advisors on strategic changes, Develop operating model and associated curriculum to educate advisors and field leaders on pricing; Build out new and enhance existing reporting and associated coaching model for field leaders

• Build and define product / tech experience for where advisors set concessions, track enhancements based on strategic direction and feedback from the field

• Measure and analyze our pricing program efficacy running reporting in partnership with Finance, Technology, Data & Analytics to show impact of policies and practice management  

• Review manual processes within pricing ecosystem and define process improvements, operating model, and requirements

• Ownership over client documentation requirements related to client fee transparency, balancing clear client-friendly language with regulatory responsibilities

• Monitor industry trends and perform competitor/industry research, sharing insightful reports and analyses with the broader team 

• Lead the end-to-end development and implementation of new Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems.  Specific work and projects may include: 

• Define processes, create policies, design enabling technology, oversee deployment of new products, develop communications, and provide tailored support to Advisors and field leadership 

• Define migration and cutover strategy for new tech initiatives

• Support the launch of new technology and platforms to enable effective management and reporting of Advisor performance

• Partner effectively with Product, Tech, Data & Analytics, Finance, Practice Management, Communication, Solutions & Advice, Legal, Risk, Compliance, Controls, Supervision, and HR in order to drive delivery of strategic solutions

Required Qualifications, Capabilities, and Skills: 

• Bachelor’s Degree 

• Minimum of 3 years in financial services industry, with a background in Finance or Management Consulting

• Strong sense of responsibility and demonstrated history of end-to-end ownership 

• An outstanding ability to synthesize information, analyze problems and apply quantitative approaches to complex business processes 

• Strong interpersonal, influencing, and relationship-building skills; works well in cross-functional teams 

• Excellent presentation and facilitation skills

• Able to balance multiple priorities in a fast-paced environment; has a strong attention to detail and exercises a control-oriented mindset 

• Demonstrates intellectual curiosity and honesty – seeks out the truth and ground decisions in facts 

• Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required)

• Strong oral and written communication; capable of brevity and experience tailoring messages to all audiences; ability to build a simple and compelling narrative on complex topics

• Good judgment and discretion working with highly confidential information 

Preferred qualifications, capabilities, and skills: 

• Strong understanding of Wealth Management products and services, as well as fundamental business drivers