Role Summary
We are seeking a Pricing Operations Specialist to support the Firm Strategy organization's pricing operations. This consultant will review and process pricing exception requests submitted by branch teams, validate requests against established pricing guidelines and eligibility requirements, and support broader pricing initiatives and operational workflows.
The ideal candidate is detail-oriented, analytical, self-directed, and comfortable managing a high volume of cases in a fast-paced environment. The individual must be able to exercise sound judgment, research complex or non-routine situations, communicate effectively with stakeholders, and maintain a high level of accuracy.
Key Responsibilities
- Review, research, prioritize, and process pricing exception requests submitted by branch teams.
- Validate branch-submitted information against established pricing guidelines, eligibility requirements, and procedures.
- Research account information and determine eligibility for family pricing structures and related pricing programs.
- Communicate with branch teams and internal stakeholders to clarify requests, answer questions, and obtain required documentation.
- Manage multiple open cases simultaneously while working through a significant backlog.
- Collaborate with pricing strategists and business partners to resolve complex or non-routine pricing situations.
- Document decisions, actions, supporting information, and processing outcomes in accordance with established procedures and controls.
- Support pricing-related projects, process improvements, and operational workflows.
- Analyze relevant data and business information to support pricing decisions and operational activities.
- Respond to inquiries regarding pricing processes, requirements, and request status.
- Identify opportunities to improve the efficiency, quality, and scalability of pricing workflows and processes.
- Participate in stakeholder meetings and team discussions related to pricing initiatives, process improvements, and workload management.
- Maintain a high degree of accuracy due to the potential financial impact of pricing decisions on clients and the firm.
Required Qualifications
- Associate degree or equivalent combination of education and relevant experience.
- Experience in pricing, operations, financial services, banking, brokerage, wealth management, client service, or a related business environment.
- Strong attention to detail and ability to maintain accuracy while managing high case volumes.
- Strong analytical, research, critical-thinking, and problem-solving skills.
- Ability to review information, interpret guidelines, and exercise sound judgment when handling non-routine situations.
- Strong written and verbal communication skills.
- Ability to manage multiple cases, priorities, and deadlines simultaneously.
- Strong organizational and time-management skills.
- Proficiency with Microsoft Office, particularly Excel, Outlook, and Teams.
- Ability to quickly learn complex business processes, systems, and pricing requirements.
- Strong interpersonal skills and ability to work effectively with branch teams and internal stakeholders.
Preferred Qualifications
- Experience with Salesforce, particularly case management or shared queues.
- Experience processing pricing exceptions, pricing requests, fee structures, or account-related requests.
- Financial services, banking, brokerage, or wealth management experience.
- Experience working with high-volume case management, investigations, exception processing, or request-resolution workflows.
- Experience supporting process improvement or operational efficiency initiatives.
- Experience working with pricing programs or family pricing structures.
- Experience with workflow management or business process tools.
Top Skills
1. Pricing Operations
Understanding of pricing requests, exceptions, eligibility requirements, and pricing-related processes.
2. Case & Workload Management
Ability to manage multiple open cases and work efficiently through a significant backlog.
3. Analytical & Critical Thinking
Ability to research information, identify discrepancies, interpret guidelines, and make sound decisions.
4. Attention to Detail
Ability to maintain accuracy and minimize processing errors where pricing decisions can have financial consequences.
5. Communication
Ability to communicate professionally with branch teams, pricing strategists, and internal stakeholders.
6. Microsoft Office
Strong proficiency with Microsoft Office applications, particularly Excel, Outlook, and Teams.
7. Salesforce
Salesforce experience is preferred, particularly experience working with cases, queues, or workflow processes.
8. Process Improvement
Ability to identify opportunities to improve pricing workflows, efficiency, quality, and scalability.
Day-to-Day Activities
A typical day may include:
- Reviewing and prioritizing pricing exception cases from Salesforce and shared team queues.
- Researching account information and validating eligibility for family pricing structures and related pricing programs.
- Communicating with branch teams to clarify requests and obtain required documentation.
- Managing multiple open cases while working through a significant backlog.
- Collaborating with pricing strategists and business partners on complex or edge cases.
- Documenting decisions and processing outcomes according to established procedures.
- Participating in team discussions regarding process improvements and workload management.
Success Measures
Success in this role will be measured by:
- Timely completion of assigned cases and requests.
- Quality and accuracy of work.
- Effective management of case volume and workload.
- Minimal processing errors.
- Positive feedback from team members and branch stakeholders.
- Ability to quickly become proficient in pricing processes and requirements.
Training
- Approximately 2 weeks of training will be provided.
Tools
- Microsoft Office – Required
- Salesforce – Preferred
Work Environment
- Fast-paced, high-volume operational environment.
- Requires the ability to work independently while collaborating closely with branch teams and internal stakeholders.
- The role requires flexibility when handling unique, ambiguous, or non-routine pricing situations.
