Pricing Migration Manager

Job Description

Purpose: 

The primary purpose of the Pricing Migration Manager is to manage the migration activity and stakeholders of the Pricing Team during the development, testing and launch of a new client platform.

This will require managing test schedules, communicating with Business Analysts, providing updates for Business Readiness forums and reporting on pricing migration activity to ExCo-1 stakeholders.

The Pricing Manager will act as the pricing subject matter expert (SME) within the platform migration workstreams, collaborating across Commercial, Proposition, Operations, Technology, and Customer teams to ensure pricing and customer outcomes are accurately modelled, tested, and delivered.

They will establish a broad knowledge of all departments, understanding our advisors and customers and the subsequent flow of work between departments to meet their needs. The role requires excellent communication and stakeholder management, analytical and data capabilities, organisation, problem-solving skills and attention to detail. 

Key Accountabilities:

• Support the Head of Pricing in designing and implementing the migration pricing strategy for customers and advisers transitioning from James Hay and Curtis Banks platforms to the Nucleus platform.
• Map and reconcile existing legacy pricing structures to target pricing models, identifying gaps, variances, and alignment challenges.
• Produce detailed pricing data packs and analysis to support governance submissions, business cases, and migration steering groups.
• Own the data provision, validation, and quality assurance of pricing data across legacy and target systems.
• Work with migration programme, BI team and third parties to ensure integrity and consistency of customer fee, rebate, and interest data throughout migration testing.
• Support end-to-end testing and reconciliation to ensure customer charges, rebates, and interest payments align with the agreed pricing model.
• Continuously role modelling Nucleus' values, and inspiring others to do the same.

Competencies:

• Strong understanding of platform pricing structures, including wrapper fees, SIPP charges, custody fees, and cash interest policies.
• Proven ability to work with complex data sets and financial models to analyse pricing impacts and customer outcomes.
• Familiarity with FCA regulatory frameworks, particularly Consumer Duty and Fair Value.

• Advanced Excel and data manipulation skills; ability to extract, validate, and interpret large datasets accurately.

• Strong organisation skills and capacity to collaborate with multiple stakeholders across different projects.

• Willingness to try new things and embrace change.
• Resilient, with the ability to work independently and take the initiative.
• Not afraid to speak up and provide valuable input and challenge.

Knowledge and Experience:

• Good knowledge of Microsoft applications with advanced Excel skills.
• Experience working in a data driven role.
• Strong understanding of platform pricing structures, including wrapper fees, SIPP charges, custody fees, and cash interest policies.
• Experience working in a pricing function would be advantageous but not necessary.
• Experience working in a fast-paced project environment and knowledge of project management disciplines and best practice.
• Experience of working in or alongside large-scale platform or system migration programmes.

A little about us

We are the Nucleus Group Services Limited and we help make retirement more rewarding. Here at Nucleus, people come first - whether it's our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we've shaped the platform to how it is today. We work hard, and we celebrate hard too.

Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We've come a long way since then, but our mission remains just as focused. That's why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.

Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they'll be rewarded for their efforts and more importantly, enjoy themselves at work.

Are we a perfect match? Check out 
this video
 and find out

Inclusion and diversity at Nucleus

As with most things in life, who cares, wins. We really care about inclusion.

For us it's not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It's a commercial imperative. It isn't about being PC. It's about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.

More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.

At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.

If you'd like to find out more about us or the role, get in touch with our People team. 

Values and Behaviours:

• Positively demonstrate the Nucleus values and behaviours
• Ensure compliance with Code of Conduct at all times