Client Pricing Director (Remote Work Opportunity)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an excellent opportunity for a Client Pricing Director who will play a critical leadership role, blending strategic vision, analytical acumen, operational oversight, and organizational development. This position is responsible for designing and executing comprehensive pricing strategies that align with the firm’s overall business goals. Leveraging advanced market intelligence and industry best practices, the Director will drive informed decision-making and continuous improvement.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $190,000.00 to $210,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus.

Primary Job Functions

Strategic Pricing Leadership

• Develop and execute a firm-wide pricing strategy that aligns with business objectives, informed by industry trends, competitive benchmarks, and best practices.

• Lead the centralized pricing committee, collaborating with cross-functional experts to design and refine pricing models across service lines.

• Establish and oversee a robust pricing governance framework to ensure consistency, transparency, and accountability; serve as the primary authority on pricing-related decisions.

• Drive pricing innovation by exploring and implementing advanced models such as value-based pricing and dynamic pricing strategies.

• Partner with senior leadership to embed pricing strategy into long-term growth planning and strategic initiatives.

• Build a Pricing Center of Excellence, fostering internal expertise and long-term organizational capability.

Market Intelligence & Analytics

• Cultivate relationships with industry associations and external partners to stay informed on emerging pricing trends, benchmarks, and best practices.

• Conduct competitive analysis to uncover pricing trends, client preferences, and positioning opportunities.

• Leverage advanced data analytics (PriceMetrix) to segment clients by behavior and needs, enabling the development of targeted, value-driven pricing strategies.

• Own PriceMetrix tool and relationship to support data-driven decision-making; ensure effective adoption and utilization by financial advisors.

• Develop models to assess the impact of pricing changes on client behavior, retention, and overall firm profitability.

Operational Excellence & Process Optimization

• Design and maintain standardized pricing procedures, continuously evaluating and enhancing their efficiency, scalability, and effectiveness (e.g., bulk repricing to on demand pricing).

• Define and track key performance indicators (KPIs) to measure the impact of pricing initiatives and provide actionable insights to senior leadership.

• Understanding and optimizing advisor workflow around pricing.

• Oversee the annual budget for the Pricing Center of Excellence, including resource forecasting, cost management, and financial reporting.

• Implement rigorous quality control measures to ensure pricing accuracy, consistency, and compliance with internal policies and regulatory standards.

Advisor Support & Organizational Development

• Partner with financial advisors and Advisor Services Directors to provide strategic guidance on pricing approaches and assist in repricing efforts for existing clients.

• Design and deliver training programs focused on effective pricing communication, value articulation, and negotiation techniques.

• Develop practical aids and resources that empower advisors to make informed, client-centric pricing decisions.

• Promote a culture of pricing excellence across the organization by championing the strategic value of pricing in driving f