What You'll DoThe Retirement Plan Pricing Analyst III is responsible for helping shape pricing strategies for our existing retirement plan business, partnering closely with customer care and other business partners to support client retention that meets clients’ needs while supporting the economics of the business. This role serves as a trusted advisor and informal influencer, using analytical skills, retirement plan knowledge, and pricing expertise to recommend pricing strategies, revenue concessions, and retention approaches.
Key Responsibilities
- Analyze retirement plan pricing and profitability across an assigned portfolio of clients
- Partner with internal customer care teams to evaluate requests related to retirement plan pricing changes and client retention strategies
- Review plan economics, internal benchmarks, market pricing trends, and service offerings to develop pricing recommendations
- Balance client retention objectives with revenue and profitability goals
- Manage relationships with numerous internal business partners and provide pricing guidance and consultation
- Use pricing models, Excel-based tools, macros, and reporting systems to support decision-making
- Identify process improvements and contribute ideas that increase efficiency and effectiveness
- Maintain strong communication with business partners and proactively manage assigned workload and priorities
- Collaborate across multiple business areas and support both mid-market and large-market retirement plan segments as needed
Who You Are
- Bachelor's Degree or equivalent experience is required
- 6+ years of experience in pricing, financial analysis, business analytics, retirement plan administration, retirement plan operations, or a related field is required
- Experience within the retirement plan industry is required, specifically defined contribution; Defined Contribution (DC) plan experience is preferred
- Strong analytical and problem-solving abilities
- Ability to learn complex business processes and apply sound business judgment
- Effective relationship-building and communication skills
- Ability to influence outcomes without direct authority
Skills That Will Help You Stand Out
- Defined contribution (DC) retirement plan experience
- Experience working with retirement plan administration, onboarding, servicing, or related functions
- Advanced proficiency with Microsoft Excel
- Experience using Excel-based tools, models, and macros
- Familiarity with AI-enabled tools, automation, or agent-based technologies
- Demonstrated ability to lead through influence and collaborate across multiple stakeholder groups
- Experience balancing financial analysis with customer retention and business objectives
Salary Range InformationSalary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Salary Range$73150 - $99750 / year
Time Off ProgramFlexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
Pension EligibleYes
Additional Information
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical work week) from Des Moines, IA.
Work Authorization/Sponsorship
At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
