Job Description:
- Lead all aspects of the onboarding process for complex PRT and DCLI transactions, ensuring successful implementation and transition to Pacific Life platforms.
- Serve as the primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and key internal stakeholders throughout implementation and ongoing support.
- Own and continuously improve key SE&I processes by establishing best practices, documentation, controls, service standards, and governance to support growth and risk mitigation.
- Lead cross-functional initiatives and projects that improve implementation capabilities, operational effectiveness, scalability, and client experience.
- Act as a subject matter expert and mentor by sharing knowledge, training team members, and influencing outcomes across Sales, Pricing, Operations, Compliance, and Technology.
- Bachelor's degree or equivalent experience and 8+ years of experience in retirement services, pension administration, implementation, project management, operations, or a related field.
- Experience managing complex client implementations, onboarding projects, conversions, or retirement plan transitions.
- Experience with Pension Risk Transfer (PRT), Defined Benefit plans, Defined Contribution Lifetime Income (DCLI), or institutional retirement products.
- Build strong internal partnerships (Sales, Operations, Compliance, Pricing, etc.) enabling easy navigation of processes and ability to find quick resolution.
- Outside-the-box thinking with strong problem-solving skills; ability to deal with ambiguity
- Proven ability to lead complex projects, manage competing priorities, and drive results in a fast-paced environment.
- Excellent relationship management, communication, problem-solving, and stakeholder management skills.
- Ability to work independently with minimal guidance while leveraging expertise to influence decisions and mentor others.
- Experience establishing service-level agreements, governance frameworks, operational controls, or scalable implementation practices.
- Proficiency with Microsoft 365, including Microsoft Copilot, and experience leveraging AI-enabled tools to increase productivity, improve decision-making, automate routine work, and enhance client outcomes.
- Experience serving as a team lead, mentor, or subject matter expert within a client-facing or operations-focused organization.
Base Pay Range:
The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$124,830.00 - $152,570.00Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
Skills Required
- Bachelor's degree or equivalent experience and 8+ years in retirement services, pension administration, implementation, project management, or related field
- Experience managing complex client implementations, onboarding projects, conversions, or retirement plan transitions
- Experience with Pension Risk Transfer (PRT), Defined Benefit plans, Defined Contribution Lifetime Income (DCLI), or institutional retirement products
- Proven ability to lead complex projects, manage competing priorities, and drive results in a fast-paced environment
- Excellent relationship management, communication, stakeholder management, and problem-solving skills
- Ability to work independently with minimal guidance and to mentor or train team members
- Experience establishing service-level agreements, governance frameworks, operational controls, or scalable implementation practices
- Proficiency with Microsoft 365 and Microsoft Copilot and experience leveraging AI-enabled tools to increase productivity
- Experience serving as a team lead, mentor, or subject matter expert within a client-facing or operations-focused organization
Pacific Life Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Pacific Life and has not been reviewed or approved by Pacific Life.
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Retirement Support — Retirement funding includes both an automatic company contribution and a dollar‑for‑dollar 401(k) match, positioned as a standout element of the package. Vesting is defined at three years in official materials.
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Leave & Time Off Breadth — Time off is described as generous and scalable with tenure, complemented by multiple paid holidays and options to augment PTO. Paid parental leave and adoption assistance further extend coverage for families.
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Wellbeing & Lifestyle Benefits — A flexible annual wellbeing reimbursement supports diverse needs alongside counseling resources and wellness tools. Day‑one eligibility for core coverages adds immediate lifestyle value.
Pacific Life Insights
What We Do
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit www.PacificLife.com. Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2022 is compiled by Pacific Life using the 2022 FORTUNE 500® list. Learn more about Pacific Life: www.instagram.com/pacificlife www.twitter.com/pacificlife www.facebook.com/PacificLife www.youtube.com/user/PacificLifeInsurance Please review our social media guidelines: paclife.co/social








