Sr. Implementation Associate II

Pacific Asset Management, LLC; Newport Beach (CA); On-site; USD 125,000 - 153,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Paid Time Off

401k with company match

Parental Leave

Adoption Assistance

Job summary

Pacific Life Insurance Company is seeking a Sr. Implementation Associate II to join the Sales Enablement & Implementation team in Omaha, NE or Newport Beach, CA.

You will lead the onboarding of PRT and DCLI transactions, act as the primary relationship manager for plan sponsors and consultants, and drive process improvements across SE&I. The role requires 8+ years in retirement services or related fields, strong leadership, and proficiency with Microsoft 365 and AI-enabled tools to enhance

Qualifications

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

Responsibilities

• Lead onboarding of complex PRT and DCLI transactions from sale to Pacific Life platforms.
• Serve as primary relationship manager for plan sponsors, consultants, and key stakeholders.
• Own and improve SE&I processes with governance, service standards, and controls.
• Lead cross-functional initiatives to improve implementation capabilities and client outcomes.

Skills

Relationship management

Communication

Problem-solving

Stakeholder management

Team leadership

Microsoft 365 / Copilot

AI-enabled tools

Education

Bachelor's degree or equivalent experience

Tools

Microsoft 365

Copilot

AI tools

Job description

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 growthHow 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 ambiguityProven 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 - $152,570.00Your Benefits Start Day 1Your 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 dependentsGenerous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time OffPaid Parental Leave as well as an Adoption Assistance ProgramCompetitive 401k savings plan with company match and an additional contribution regardless of participationYou Can Be Who You AreWe 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/lifeatpacificlifeEEO 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.