Sr. Implementation Associate II

About the role

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. This role 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 Pension Risk Transfer (PRT) and Defined Contribution Lifetime Income (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 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.

Skills

• 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. 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.