Pacific Life

Technical Project Manager

• Lead workflow automation, integration, and digital transformation projects supporting Workforce Benefits business capabilities
• Analyze business processes and identify opportunities to streamline workflows, reduce manual effort, and improve customer and operational outcomes
• Serve as technical lead for workflow management, APIs, system integrations, automation platforms, and AI-enabled solutions
• Translate business requirements into technical specifications, process flows, workflow diagrams, API requirements, and data mapping documentation
• Collaborate with solution architects, Full-Stack Developers, and enterprise technology teams on scalable, secure, and maintainable solutions
• Participate in requirements analysis, system design, development support, testing, deployment, and production support
• Develop and maintain technical, operational, API, mapping, and support documentation
• Partner with Product Owners and Scrum Masters in a Scaled Agile environment
• Support Quality Assurance by defining business scenarios, testing requirements, and end-to-end validation criteria
• Provide technical leadership and guidance across project teams
• Serve as escalation point for workflow, integration, and production support issues; lead root cause analysis
• Evaluate emerging technologies, automation tools, and AI solutions
• Establish and measure KPIs and business outcomes related to automation, efficiency, quality, and customer experience

Project Technical Lead, Workflow Automation – Integration Partners

Business Analyst

• Gather and document business requirements with SMEs and domain leaders
• Develop and maintain requirement artifacts, including epics, features, and supporting documentation
• Review IT-authored user stories and tasks for alignment with business requirements
• Identify use cases and functional impacts across systems and processes
• Collaborate with Product Owners and Technology Leads on solution scope, dependencies, and delivery sequencing
• Support identification of delivery teams and solution components
• Participate in business validation of solution designs
• Support RFP activities by documenting requirements, use cases, and evaluation materials
• Develop and execute User Acceptance Testing plans and test cases
• Coordinate UAT activities with business and technology stakeholders
• Track, manage, and communicate UAT defects, issues, and retesting status
• Contribute to business communication, change management, training, and procedure update materials
• Validate requirements, test outcomes, and user impacts for business readiness
• Communicate risks, issues, or gaps to cross-functional partners

Senior Business Analyst

Manager

• Utilize relationship management skills to provide proactive product information, resolve issues, and deliver comprehensive sales support
• Serve as a dedicated resource to Sales Teams
• Create and maintain firm-specific tools and reference materials
• Serve as a liaison between distribution partner firms and internal departments including operations, technology, marketing, and compliance
• Coordinate initiatives across teams using annuity expertise, stakeholder relationship management, and project management skills
• Drive results while managing multiple priorities in a fast-paced, regulated environment

Strategic Accounts Manager

Director

• Lead the strategy, implementation, and ongoing optimization of treasury technology platforms
• Own the full lifecycle of Treasury Management Systems, payment platforms, and bank connectivity solutions
• Define and maintain the treasury technology roadmap
• Evaluate, select, and implement systems, upgrades, enhancements, and ERP/finance integrations
• Ensure high availability, performance, and reliability of treasury platforms
• Oversee daily production support, incident management, root-cause analysis, and vendor coordination
• Lead disaster recovery, backup, and business continuity planning
• Enable payment processing across ACH, wires, RTGS, checks, and emerging payment rails
• Oversee SWIFT, host-to-host, API, and secure file transfer connectivity
• Embed fraud prevention controls, sanctions screening, and approval workflows
• Ensure accurate, timely, and auditable data for cash positioning, forecasting, liquidity stress testing, and debt and investment reporting
• Enhance dashboards, automation, and data quality with Treasury and Finance stakeholders
• Ensure compliance with SOX, cybersecurity, access controls, and data governance standards
• Oversee user access provisioning and segregation of duties
• Support audits and lead remediation of system-related findings
• Manage treasury technology vendors, contracts, SLAs, performance reviews, and roadmap alignment
• Coordinate system testing and connectivity changes with banking partners
• Translate Treasury business needs into scalable technical solutions in partnership with IT
• Collaborate with Accounting, FP&A, Investments, Corporate Finance, Enterprise Architecture, Information Security, and Risk
• Support ERP transformations and data strategy programs
• Lead, mentor, and develop treasury systems analysts and support staff
• Establish operating models, governance forums, documentation standards, and change/release management best practices
• Promote continuous improvement and operational excellence

Director, Treasury Systems Support

Associate

• Lead all aspects of onboarding for complex PRT and DCLI transactions
• Ensure successful implementation and transition to Pacific Life platforms
• Serve as primary relationship manager for plan sponsors, consultants, prior recordkeepers, third-party administrators, and internal stakeholders
• Own and continuously improve SE&I processes through best practices, documentation, controls, service standards, and governance
• Lead cross-functional initiatives and projects improving implementation capabilities, operational effectiveness, scalability, and client experience
• Act as a subject matter expert and mentor by sharing knowledge and training team members
• Partner with Sales, Pricing, Operations, Compliance, and Technology teams
• Identify opportunities to improve operational efficiency, scalability, and client experience

Senior Implementation Associate

Sales Operations Manager

• Provide sales team support as the central point of contact for one-on-one assistance with sales enablement programs, tools, and technologies
• Track and report key trends for stakeholders and partners in Sales Intelligence, Sales Training, and Marketing
• Manage requests and liaise with internal stakeholders to resolve complex or cross-functional problems
• Investigate technical issues, log cases accurately, and document issue resolutions
• Share observations across the organization to improve processes and address root-cause issues
• Support the CE and webinar process with Events Planning and the Retirement Solutions Group, including report creation and reconciliation
• Research and troubleshoot systems and sales tool issues
• Support new-user onboarding and training
• Coordinate with Corporate IT and Salesforce COE to ensure technology and systems access for onboarding sales employees
• Gather stakeholder needs and collaborate with internal and external stakeholders to improve the wholesaler experience
• Pilot and test new solutions and demonstrate Salesforce features and capabilities to wholesalers
• Maintain knowledge of enablement programs, sales tools, technologies, and integrations
• Coach and train peers as needed
• Develop and document training guides and videos with Sales Training
• Implement process efficiencies and streamline Salesforce and sales tools experiences
• Provide guidance on, and potentially build, Salesforce reports with the Sales Intelligence team

Sales Enablement Training Specialist

Operations

• Own operational delivery and administration of Health & Welfare benefit programs
• Oversee Health & Welfare vendor partnerships, governance, performance, service delivery, issue resolution, and continuous improvement
• Serve as escalation point for complex benefits matters, employee appeals, claims, eligibility disputes, vendor escalations, and sensitive employee situations
• Lead Annual Enrollment operations end-to-end, including planning, system configuration, testing, vendor coordination, integrations, communications, audit controls, and issue resolution
• Analyze benefits data, operational metrics, employee feedback, and vendor performance to identify trends, risks, and recommendations
• Collaborate with HR, Finance, Communications, Legal, Shared Services, Payroll, HRIS, and IT stakeholders
• Oversee operational reporting, dashboards, and performance metrics
• Lead compliance activities for ACA, HIPAA, ERISA, COBRA, Section 125, and applicable regulations
• Lead operational projects and benefit implementations
• Oversee benefits-related audits, reconciliations, and financial controls
• Oversee Workday and external vendor benefits-data integrations
• Assist with vendor contracting, risk ranking, and due diligence
• Provide oversight of company time off policies and programs
• Stay current on industry trends, best practices, and legislative changes

Senior Benefits Analyst – Health & Welfare Operations

Strategy

• Serve as a strategic marketing partner to Institutional Retirement Solutions Group leadership
• Own, activate, and evolve the established IRSG marketing strategy
• Identify priority markets, audiences, opportunities, and areas where marketing can have the greatest impact
• Translate business strategies into audience strategies, positioning, messaging, content, and go-to-market recommendations
• Evolve the institutional content roadmap in partnership with the broader marketing team
• Develop marketing approaches for Pension Risk Transfer, Defined Contribution Lifetime Income, Stable Value, and emerging institutional businesses
• Monitor market, business, competitive, industry, regulatory, and customer developments
• Partner with strategy, analytics, research, product, distribution, and other teams to leverage insights
• Translate complex market and competitive information into actionable recommendations
• Steward IRSG positioning, value proposition, messaging, and overarching narrative
• Guide institutional thought leadership priorities, themes, audiences, channels, and timing
• Advise on executive visibility, industry engagement, conferences, and speaking opportunities
• Provide strategic marketing leadership for new products, market expansion, strategic initiatives, and growth opportunities
• Assess market readiness, audience needs, competitive dynamics, and differentiation opportunities
• Define target audiences, market priorities, value propositions, and channel strategies
• Establish frameworks and KPIs for evaluating marketing effectiveness and market impact
• Evaluate marketing investments and recommend changes to priorities, resources, or approach
• Champion accountability, learning, and continuous improvement across institutional marketing

Institutional Marketing Strategy Director

Research Analyst

• Conduct and communicate fundamental credit research on investment grade and high-yield corporate credits
• Make Buy/Sell/Hold recommendations for inclusion in the company's General Account
• Analyze regional banks
• Work closely with the senior bank analyst and Public Credit Analysis and Portfolio Management teams
• Determine the best opportunities for the portfolio
• Develop and maintain relationships with sell-side analysts, credit rating agencies, and other information providers
• Support Pacific Life's growth and long-term success through fixed-income investment decisions

Public Credit Research Analyst

• Coordinate Product Development portfolio activities across Life and Annuity projects
• Establish and administer product portfolio schedules, milestones, and dependencies
• Track action items and risks to support timely decision-making and execution
• Facilitate recurring governance meetings and communications across teams and stakeholders
• Support administration of the Product Development Stage Gate process and framework
• Coordinate gate reviews, approvals, and required documentation
• Monitor compliance with stage gate requirements and governance standards
• Improve governance processes and templates
• Prepare executive dashboards, reports, and presentation materials
• Consolidate project updates and communicate portfolio health
• Identify reporting trends and escalate potential risks
• Drive adoption of standardized processes and templates to improve efficiency, transparency, and audit readiness
• Serve as the central coordination point across Product Development, Pricing, Product Delivery, and key stakeholders
• Coordinate end-to-end deliverables, requirements, clarifications, and feedback loops

Platform Engineer

• Build, test, deploy, and maintain reusable workflows, automations, orchestration patterns, and AI-enabled or knowledge-driven solutions
• Develop and maintain operational scripts, actions, and API-based interactions under guidance
• Support platform administration, including access models, role-based permissions, configuration standards, integrations, data feeds, and operational controls
• Contribute to deployment, configuration, lifecycle management, and continuous improvement of platform components
• Develop and maintain metrics, dashboards, and reporting solutions measuring platform health, service performance, operational trends, user adoption, and business outcomes
• Translate technical activity and reporting into actionable insights, training materials, and interpretive support
• Help reduce manual effort, avoidable incidents, and service requests while improving end-user experience

Platform Engineer II

• Develop and execute a strategic roadmap for cloud platform engineering aligned with business and IT objectives
• Manage distributed cloud core infrastructure, ensuring governance and operations systems are redundant, resilient, and automated
• Lead experienced cloud platform engineers and foster excellence, collaboration, and continuous improvement
• Ensure cloud platforms are scalable, performant, resilient, secure, and cost-effective
• Collaborate with business and technology leadership to gather requirements and meet stakeholder needs
• Manage vendor relationships, negotiate contracts, and oversee third-party services
• Develop and run a comprehensive global service line to automate and run cloud workloads, supported by KPIs and KRIs
• Align global compute strategies with broader IT and business goals in collaboration with executive leadership and stakeholders
• Monitor industry trends and emerging technologies
• Lead other leaders and global teams of high-performing engineers

Cloud Platforms Director

Financial Planning and Analysis

• Lead and develop a team of 2–3 professionals responsible for investment and financial reporting activities
• Oversee preparation, review, and delivery of quarterly divisional investment results packages for Corporate and Reinsurance divisions
• Analyze key drivers and quarter-over-quarter trends
• Direct preparation and review of investment-related GAAP financial statement disclosures and cash flow reporting
• Lead review of Board Investment & Finance Committee materials
• Review and oversee investment reporting deliverables across the department
• Oversee investment-related rating agency surveys, regulatory reporting, and other external reporting requirements
• Provide leadership and guidance on complex financial reporting, analytical, and accounting matters
• Coordinate and support internal audits, external audits, ICFR activities, and governance initiatives
• Lead improvements to investment accounting and reporting processes
• Maintain proper reporting controls and assist with special projects
• Build relationships with peers and key business unit personnel

Director, Financial Reporting

• Analyze traditional business processes and Pacific Life technology-stack capabilities to identify simple, innovative solutions
• Develop and implement scalable business processes for a projected $1 billion business
• Advocate for business needs and understand technology and process decisions
• Monitor digital technologies and trends and recommend implementations
• Collaborate with cross-functional teams to design and implement systems and processes
• Develop and implement testing plans for new processes and tools
• Monitor and measure digital transformation initiatives and adjust as needed
• Communicate with stakeholders to gather feedback and ensure solutions meet their needs
• Participate in planning and work with Architects on enabler-related work
• Partner with business and technology leaders to understand problems, objectives, and solutions
• Translate Workforce Benefits Division strategy into action
• Report to the Agile Product Manager for the Workforce Benefits Division

Project Technical Lead, Workflow Automation – Integration Partners

Senior Business Analyst

Strategic Accounts Manager

Director, Treasury Systems Support

Senior Implementation Associate

Sales Enablement Training Specialist

Senior Benefits Analyst – Health & Welfare Operations

Institutional Marketing Strategy Director

Public Credit Research Analyst

Senior Business Analyst

Platform Engineer II

Cloud Platforms Director

Director, Financial Reporting

Senior Business Process Analyst