Sr. Implementation Associate II

About the role

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. 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 growth.

Responsibilities

• 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.

Requirements

• 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.
• Ability to 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 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.

Qualifications

• 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.

Pay

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 - $152,570.00

Benefits

• 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.