Sr Systems Analyst (Annuity Platforms)

Posted 5 Days Ago
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Newport Beach, CA, USA
In-Office
125K-153K Annually
Senior level
Financial Services
The Role
Support Annuity Order Entry platforms by translating product, distributor, regulatory, and operational needs into system requirements, configuration specs, and acceptance criteria. Validate configurations, analyze XML/database outputs and messaging, coordinate testing and implementations, resolve defects, and collaborate with cross-functional teams to onboard and maintain annuity products.
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 is a big responsibility, but 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 is the right thing to do. Pacific Life is more than a job; it is a career with purpose, where you have the support, balance, and resources to make a positive impact on the future – including your own.

In this role, you will support complex initiatives across our Annuity Order Entry platforms, including Affirm, AnnuityNet, and Firelight. Specifically, you will translate product, distributor, regulatory, and operational needs into clear system requirements, acceptance criteria, configuration specifications, and implementation support for new and existing Annuity products.

We are actively seeking a Sr Systems Analyst to join our Distribution Partner Integration (DPI) team in support of the Consumer Markets Division, based in Newport Beach, CA. This role can be hybrid or fully remote.

How you’ll help move us forward:
• Analyze business, product, distributor, and regulatory requirements to support Annuity product onboarding and maintenance across Order Entry platforms.

• Support distributor Annuity product onboarding and ongoing product maintenance, including configuration validation, testing coordination, and issue resolution.

• Develop clear technical configuration requirements for Affirm, AnnuityNet, Firelight, and related platform capabilities.

• Define acceptance criteria and partner with development, testing, operations, compliance, and product teams to support successful implementation.

• Participate in cross-functional implementation planning across the Pacific Life administrative systems ecosystem.

• Review XML files, database outputs, platform messages, and other data sources to identify configuration needs, defects, and root causes.

• Help improve business analysis practices by producing clear documentation, traceable requirements, and practical recommendations for complex platform needs.

The experience you bring:
• Strong understanding of Annuity Order Entry capabilities, including New Business, Forms Administration, Subpay, and post-issue transactions such as Fund Transfers and Withdrawals.

• Detailed knowledge of Annuity product features, new business workflows, distributor processing, and related regulatory considerations.

• Comprehensive grasp of the Annuity product lifecycle and administrative systems ecosystem.

• Working knowledge of ACORD and DTCC data and EDI standards, including PPfA, DPfA, APP/SUB, and IFT messaging.

• Ability to analyze XML files, database outputs, and system data to identify requirements, validate results, and support defect resolution.

• Advanced Business Analysis skills, including requirements elicitation, process analysis, acceptance criteria definition, stakeholder facilitation, and documentation.

• Strong problem-solving, root cause analysis, critical thinking, and strategic thinking skills.

• Ability to simultaneously manage multiple initiatives in a fast-paced environment while maintaining accuracy, traceability, and clear communication.

• Demonstrated ability to build productive relationships with internal and external partners at multiple organizational levels.

• 8+ years’ Annuity industry experience, including a minimum of 5 years’ systems analysis experience focused on Annuity product support.

• 5+ years’ experience supporting Annuity products and services on Order Entry platforms through PPfA, forms-based, or wizard-based configuration.

What makes you stand out:
• Experience with third-party applications that support or extend the annuity order entry process.

• Experience applying AI or automation tools to improve Business Analysis, documentation, testing, or requirements management activities.

• Experience working in Agile delivery environments or cross-functional working groups.

• Participation in industry forums or working groups such as IRI OPS Tech, DTCC/I&RS Advisory, or Order Entry vendor groups.

• Familiarity with JSON, APIs, transactional message formatting

• Business Analysis certification or equivalent education, training, or professional development.

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

#LI-KP1

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

  • 8+ years' annuity industry experience, including a minimum of 5 years systems analysis focused on annuity product support
  • 5+ years' experience supporting annuity products and services on Order Entry platforms through PPfA, forms-based, or wizard-based configuration
  • Strong understanding of Annuity Order Entry capabilities (New Business, Forms Administration, Subpay, post-issue transactions)
  • Detailed knowledge of Annuity product features, new business workflows, distributor processing, and regulatory considerations
  • Working knowledge of ACORD and DTCC data and EDI standards, including PPfA, DPfA, APP/SUB, and IFT messaging
  • Ability to analyze XML files, database outputs, platform messages, and other system data to identify requirements and support defect resolution
  • Advanced Business Analysis skills: requirements elicitation, process analysis, acceptance criteria definition, stakeholder facilitation, and documentation
  • Ability to manage multiple initiatives concurrently while maintaining accuracy, traceability, and clear communication
  • Demonstrated ability to build productive relationships with internal and external partners at multiple organizational levels
  • Experience with third-party applications that support or extend annuity order entry processes
  • Experience applying AI or automation tools to improve business analysis, documentation, testing, or requirements management
  • Experience working in Agile delivery environments or cross-functional working groups
  • Participation in industry forums or working groups such as IRI OPS Tech, DTCC/I&RS Advisory, or Order Entry vendor groups
  • Familiarity with JSON, APIs, and transactional message formatting
  • Business Analysis certification or equivalent education/training

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.

Pacific Life Insights

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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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