Jobs · Management · California

Annuity Platform Manager, Distribution Partner Integration

Pacific Life · Newport Beach, CA · 3 wk ago
Management$152k–$186k/yrFull-time

About the role

We are seeking an Annuity Platform Manager, Distribution Partner Integration to join our Distribution Partner Integration team. This role can be based in Newport Beach, CA; Omaha, NE; Charlotte, NC; or Remote.

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
  • Built and led 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-consumer), 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

  • Strong systems analysis skillset, including requirements elicitation, process modeling, functional design, and testing coordination
  • 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

  • Leadership and team management
  • Process improvement methodologies (Agile, Scrum, LEAN, etc.)
  • Systems analysis and design
  • Vendor integration and implementation
  • AI and automation tools

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.

Pay

$152,010.00 - $185,790.00

Schedule

Remote or in-office based in Newport Beach, CA; Omaha, NE; Charlotte, NC

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