Sr. Implementation Associate II

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
125K-153K Annually
Senior level
Financial Services
The Role
Lead end-to-end onboarding and implementation of complex Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) transactions. Act as primary relationship manager for sponsors, consultants, recordkeepers, and internal stakeholders. Own and improve SE&I processes, establish controls and governance, lead cross-functional projects to increase scalability and client experience, and mentor team members as a subject matter expert.
Summary Generated by Built In

Job Description:

Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.
We’re actively seeking a talented Sr. Implementation Associate II to join our Sales Enablement and Implementation team in Omaha, NE or Newport Beach, CA.
As a Sr. Implementation Associate II, you'll move Pacific Life, and your career, forward by leading the successful implementation of complex Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (DCLI) transactions from point of sale through onboarding and transition to Pacific Life platforms. In addition to serving as a trusted implementation leader, you will drive strategic initiatives, own critical business processes, and identify opportunities to improve operational efficiency, scalability, and client experience across the Sales Enablement & Implementation (SE&I) organization.
You will fill an existing role that sits on a team of approximately 10 professionals in the Sales Enablement & Implementation (SE&I) team and will partner closely with Sales, Pricing, Operations, Compliance, and Technology teams. We are a highly collaborative team focused on delivering exceptional client outcomes while continuously improving how we work and preparing the organization for future growth
How you'll help move us forward:
  • 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.
The experience you bring:
  • 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.
What makes you stand out:
  • 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 - $152,570.00

Your 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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: Newport Beach, CA
3,447 Employees
Year Founded: 1868

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

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