Report directly to the Manager, Pricing & ProfitabilitySupport all pricing aspects of Sun Life’s Group Retirement Services existing business and new business opportunitiesPrepare pricing quotes for senior management approval using business development information, pricing models, and analytical toolsAssess requirements, risks, competitive pressures, and financial feasibility of Defined Contribution pricing casesProduce pricing scenarios and alternate fee options for new and existing Defined Contribution pension plansDetermine appropriate benchmarks and recommend fees based on quantitative and service-level specificationsParticipate in pricing strategy and assumptions discussions with cross-functional stakeholders and senior managementSummarize analyses and recommendations to obtain pricing approvals according to established Pricing GuidelinesPropose and communicate pricing options and changes to Customer Relationship Executives/Managers and Regional Directors of Business DevelopmentPrepare Letter of Commitment documents for clientsAnalyze requirements and costs associated with recordkeeping services in RFPsMaintain and update the Pricing Model and supporting infrastructureAssist with projects as required Requirements 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 Robust communication skills and experience working with cross-functional stakeholders Ability to work effectively under tight deadlines CPA, CFA, and/or MBA are assets Core Competencies 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 Experience Advanced Excel Skills Analytical Skills Communication Skills Financial Services Knowledge ATS Optimization Keywords Hard Skills Pricing Models Analytical Tools Quantitative Analysis Financial Feasibility Assessment Modeling Skills Soft Skills Creative Problem-Solving Interpersonal Skills Decision-Making Influencing Skills Ability to Work Under Tight Deadlines Certifications & Qualifications CPA CFA MBA Industry Keywords Defined Contribution Pricing Strategy RFP Analysis Customer Relationship Management Pricing Guidelines Tools & Technologies Excel Word PowerPoint #J-18808-Ljbffr
📌 Senior Pricing Analyst (Toronto)
🏢 Jobtailor
📍 Toronto
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