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Senior Pricing Analyst
Sun LifeSenior Pricing Analyst pricing Defined Contribution retirement plans for Sun Life, a global financial services company. Preparing fee scenarios, analyzing profitability, and supporting approvals across cross-functional teams.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and mathematical skills to support pricing strategies in Group Retirement Services, utilizing advanced Excel capabilities and effective communication with cross-functional stakeholders.
Highest-signal resume keywords
Group Retirement Services ExperienceAdvanced Excel SkillsAnalytical SkillsCommunication SkillsFinancial Services Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Pricing ModelsAnalytical ToolsQuantitative AnalysisFinancial Feasibility AssessmentModeling Skills
Soft Skills
Creative Problem-SolvingInterpersonal SkillsDecision-MakingInfluencing SkillsAbility to Work Under Tight Deadlines
Tools & Technologies
ExcelWordPowerPoint
Certifications & Qualifications
CPACFAMBA
Industry Keywords
Defined ContributionPricing StrategyRFP AnalysisCustomer Relationship ManagementPricing Guidelines
About the role
Key responsibilities & impact- Report directly to the Manager, Pricing & Profitability
- Support all pricing aspects of Sun Life’s Group Retirement Services existing business and new business opportunities
- Prepare pricing quotes for senior management approval using business development information, pricing models, and analytical tools
- Assess requirements, risks, competitive pressures, and financial feasibility of Defined Contribution pricing cases
- Produce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plans
- Determine appropriate benchmarks and recommend fees based on quantitative and service-level specifications
- Participate in pricing strategy and assumptions discussions with cross-functional stakeholders and senior management
- Summarize analyses and recommendations to obtain pricing approvals according to established Pricing Guidelines
- Propose and communicate pricing options and changes to Customer Relationship Executives/Managers and Regional Directors of Business Development
- Prepare Letter of Commitment documents for clients
- Analyze requirements and costs associated with recordkeeping services in RFPs
- Maintain and update the Pricing Model and supporting infrastructure
- Assist with projects as required
Requirements
What you’ll need- 3–5 years of experience in Group Retirement Services or Financial Services/Insurance
- University degree in Business, Finance, or Economics
- Strong analytical, mathematical, modeling, and creative problem-solving skills
- Ability to think strategically and apply quantitative and qualitative information
- Advanced Excel skills, including Pivot Tables and VLOOKUPs
- Proficiency in Word and PowerPoint
- Excellent interpersonal, decision-making, and influencing skills
- Strong communication skills and experience working with cross-functional stakeholders
- Ability to work effectively under tight deadlines
- CPA, CFA, and/or MBA are assets
Benefits
Comp & perks- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 15 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs supporting mental, physical and financial health
- Incentive plans for eligible employees, subject to individual and company performance