About the role

Senior Pricing Analyst pricing Group Retirement Services for Sun Life, helping clients achieve lifetime financial security. Building pension pricing scenarios, fee recommendations, and approval materials.

Responsibilities

Report directly to the Manager, Pricing & Profitability
Support all pricing aspects of existing business and new business opportunities for Group Retirement Services
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 recordkeeping service requirements and costs in RFPs
Maintain and update the Pricing Model and supporting infrastructure
Assist with projects as required

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

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
Career paths with networking potential
Access to the Global Learning Centre, available 24/7
Wellness programs supporting mental, physical and financial health