Senior Implementation Associate

Jobtailor; California (MO); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor seeks a senior leader to own onboarding for Pension Risk Transfer and Defined Contribution Lifetime Income transactions, ensuring seamless implementation and transitions to client platforms.

You will act as the primary relationship manager for plan sponsors, consultants, and internal teams, mentoring peers and driving cross-functional initiatives to enhance client outcomes.

Qualifications

• Bachelor's degree or equivalent experience.
• 8+ years in retirement services, pension administration, implementation, project management, operations, 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.

Responsibilities

• Lead onboarding for Pension Risk Transfer and Defined Contribution Lifetime Income transactions.
• Ensure successful implementation and transition to client platforms.
• Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, TPAs, and internal stakeholders.

Skills

Relationship Management

Project Management

Client Implementations

Mentoring

Cross-functional Collaboration

AI-Enabled Tools

Leadership

Education

Bachelor's degree

Tools

Microsoft Copilot

Microsoft 365

AI Tools

Job description

• Lead all aspects of onboarding for complex Pension Risk Transfer and Defined Contribution Lifetime Income transactions
• Ensure successful implementation and transition to Pacific Life platforms
• Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and internal stakeholders
• Own and continuously improve Sales Enablement & Implementation processes, including best practices, documentation, controls, service standards, and governance
• Lead cross-functional initiatives and projects to 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
• Partner closely with approximately 10 team members and cross-functional teams

Requirements

• Bachelor's degree or equivalent experience
• 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
• Ability to build strong internal partnerships across Sales, Operations, Compliance, and Pricing
• Strong problem-solving skills and 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
• Ability to leverage 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
• Experience leveraging AI-enabled tools to increase productivity, improve decision-making, automate routine work, and enhance client outcomes
• Experience as a team lead, mentor, or subject matter expert within a client-facing or operations-focused organization

Core Competencies

Demonstrates expertise in managing complex client implementations and onboarding projects within retirement services, particularly in Pension Risk Transfer and Defined Contribution Lifetime Income. Proven ability to lead cross-functional initiatives, improve operational effectiveness, and enhance client experiences through strong relationship management and problem-solving skills.

Highest-signal resume keywords

• Pension Risk Transfer (PRT)
• Defined Contribution Lifetime Income (DCLI)
• Client Implementation Management
• Project Management
• Microsoft 365 Proficiency

ATS Optimization Keywords

Hard Skills

• Pension Administration
• Implementation Processes
• Operational Controls
• Governance Frameworks
• Service-Level Agreements
• Retirement Plan Transitions
• Complex Project Leadership
• AI-Enabled Tools Utilization
• Sales Enablement
• Documentation Best Practices

Soft Skills

• Relationship Management
• Problem-Solving
• Stakeholder Management
• Communication
• Mentoring

Industry Keywords

• Retirement Services
• Defined Benefit Plans
• Client-Facing Operations
• Cross-Functional Collaboration
• Operational Effectiveness

Tools & Technologies

• Microsoft Copilot
• AI-Enabled Tools