Annuity Platform Manager, Distribution Partner Integration

About the role

The Annuity Platform Manager, Distribution Partner Integration plays a crucial role in enabling and supporting technology solutions across the annuity distribution and administration ecosystem. This position leads a team responsible for integration with key annuity vendor platforms and partners, ensuring alignment with business stakeholders, IT teams, and external vendors.

Responsibilities

• Lead and manage a team of system analysts and developers, including work prioritization, backlog management, and delivery oversight
• Provide ongoing performance feedback, career development guidance, and succession planning to strengthen team capability and retention
• Motivate and align team members to achieve operational objectives while maintaining strong employee engagement and customer focus
• Serve as the primary point of coordination between IT, business stakeholders, and external vendors
• Drive integration efforts with annuity vendor platforms (e.g., policy administration systems, order entry platforms, DTCC, FireLight, etc.)
• Support annuity product launches and enhancements, ensuring alignment across systems, processes, and distribution channels
• Identify and resolve system and process issues, proactively mitigating risks and dependencies
• Continuously evaluate and improve processes using LEAN, Agile, and AI-enabled solutions
• Communicate effectively with stakeholders regarding timelines, risks, and delivery status
• Provide thought leadership on industry trends, vendor capabilities, and distribution best practices
• Ensure high-quality system analysis deliverables, including requirements, functional specs, and testing strategies

Requirements

8+ years of experience in systems analysis, business systems, or technology delivery roles

Proven experience leading teams and managing delivery in a fast-paced environment

Building and leading high-performing teams through effective hiring, onboarding, coaching, and employee development

Deep annuity industry expertise, including:

• End-to-end annuity lifecycle (new business, underwriting, issuance, servicing)
• CARRIER OPERATIONS AND PRODUCT STRUCTURES (FIXED, INDEXED, VARIABLE ANNUITIES)
• DISTRIBUTION MODELS (BROKER-DEALER, RIA, IMO, DIRECT-TO-CUSTOMER)
• INTEGRATION WITH INDUSTRY VENDORS AND PLATFORMS

Experience working with annuity vendor ecosystems, such as:

• POLICY ADMINISTRATION PLATFORMS
• ORDER ENTRY / eAPP TOOLS (E.G., FIRELIGHT)
• Data and transaction hubs (e.g., DTCC)
• CRM AND DISTRIBUTION ENABLEMENT TOOLS

Demonstrated experience with process improvement methodologies (AGILE, SCRUM, LEAN, etc.)

Qualifications

Hands-on experience implementing or integrating with leading annuity/insurance vendors and platforms

Strong understanding of carrier, distributor, and partner integration models

Experience leveraging AI and automation tools (e.g., intelligent workflow, copilots, process automation, AI-assisted analysis) to:

• Improve productivity and decision-making
• Reduce manual effort and cycle times
• Scale day-to-day operational processes

Ability to balance strategic thinking with hands-on execution

Strong communication and stakeholder management skills across technical and business audience

Skills

Systems analysis skillset, including requirements elicitation, process modeling, functional design, and testing coordination

Benefits

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