Senior Pension Implementation Lead – PRT & DCLI

Pacific Life; Omaha (NE); On-site; USD 125,000 - 153,000; Full time

Benefits offered by this job

401k with company match

Paid time off

Parental leave

Adoption assistance

Job summary

Pacific Life in Omaha, NE (and Newport Beach, CA) seeks a Sr. Implementation Associate II to lead the onboarding of complex Pension Risk Transfer and Defined Contribution Lifetime Income transactions from sale through onboarding and transition to Pacific Life platforms.

You will serve as the primary relationship manager for plan sponsors and stakeholders, drive process improvements, and mentor team members across Sales, Pricing, Operations, Compliance, and Technology.

Qualifications

• 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 enabling navigation of processes and 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.

Responsibilities

• Lead onboarding for complex PRT and DCLI transactions and manage 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.

Skills

Relationship management

Stakeholder management

Project management

Problem-solving

Mentorship

Communication

Education

Bachelor's degree or equivalent experience

Tools

Microsoft 365

Copilot

AI-enabled tools

Job description

Pacific Life in Omaha, NE (and Newport Beach, CA) seeks a Sr. Implementation Associate II to lead the onboarding of complex Pension Risk Transfer and Defined Contribution Lifetime Income transactions from sale through onboarding and transition to Pacific Life platforms.

You will serve as the primary relationship manager for plan sponsors and stakeholders, drive process improvements, and mentor team members across Sales, Pricing, Operations, Compliance, and Technology.