Pacific Life

Learning and Development

• Partner closely with business leaders, HR business partners, Workforce Planning, and cross-functional teams to advise on significant organizational structure decisions and initiatives using established tools and strategies that enable teams and individuals to work more effectively
• Translate business strategy into practical organizational solutions through a combination of strategic thinking, hands-on delivery, and applying organizational design, development, and change management expertise
• Evaluate, recommend, and implement best practice approaches to organizational structures, workflows, and systems to maximize efficiency, productivity, and employee engagement
• Lead the design of operating models, changes to Division/Function structures, job architecture, and organizational development aligned with business objectives
• Provide thought leadership, coaching, and advice to business leadership and HRBPs regarding best practices and trends in organizational design and development and change management.
• Maintain organizational structure/design standards (e.g., organizational design framework, spans/layers norms), processes (e.g., transitioning staff between business units), and tools
• Design, deploy, and coach on organizational development strategies (e.g., team building, meeting facilitation, personality assessments) to facilitate organizations, teams, and individuals working more effectively.
• Create change management strategies and plans that maximize adoption and minimize resistance, focusing on the people side of change.
• Analyze the way the business operates and monitor for future organizational development needs, including using root cause analysis and holistic, research-based solutioning to optimize team and organizational performance.
• Employ change management expertise throughout organizational development efforts while collaborating with colleagues to ensure clear roles and responsibilities in other People, Talent, and Culture change efforts
• Support the delivery of change initiatives, facilitating smooth transitions during organizational changes, including mergers, acquisitions, other forms of reorganization or business improvement projects.

Organizational Development – Change Management Consultant

• Design, lead, execute, and maintain change management programs, processes, tools, and training to develop employees’ ability to navigate change and drive adoption of new behaviors
• Build strong relationships, partner, and consult with key leaders and employees to understand the reasons, scope, and impacts of proposed changes, then coach them to deliver and execute.
• Assess how program and change initiative timelines fit into the enterprise-wide landscape, and manage change initiatives accordingly.
• Conduct change risk, stakeholder analysis, change impact assessments, and readiness assessments to anticipate and address resistance.
• Define the vision, objectives, and success criteria for any large-scale changes by building solid change plans which integrate with project plans.
• Develop and execute tailored engagement strategies to build awareness, desire, and commitment.
• Design, deploy, and coach on organizational development strategies to facilitate organizations, teams, and individuals working more effectively.
• Partner with Talent Management, Project Management Offices, People Experience COEs, and HR Business Partners to guide and support effective communications, training material development, and change management plans for projects.
• Source and oversee change management contractor support for divisional and departmental projects.
• Provide change management expertise within project governance, advising project managers and leaders on adoption risks and mitigation strategies.
• Leverage change management software (ChangePlan) to capture, monitor, and report on change activity and capture, measure, and track change saturation, fatigue, etc.
• Track, monitor, and report on change management metrics and KPIs, measuring adoption of and engagement with changes.

Enterprise Organizational Development and Change Management Consultant

Data Engineer

• Partner with data architects, analysts, engineers, and stakeholders to understand data requirements and deliver solutions.
• Help build scalable products with robust security, quality and governance protocols.
• Create low-level design artifacts, including mapping specifications.
• Build scalable and reliable data pipelines to support data ingestions (batch and /or streaming) and transformation from multiple data sources using SQL, AWS, Snowflake, and data integration technologies.
• Create unit/integration tests and implement automated build and deployment.
• Participate in code reviews to ensure standards and best practices.
• Deploy, monitor, and maintain production systems.
• Use the Agile Framework to organize, manage and execute work.
• Demonstrate adaptability, initiative and attention to detail through deliverables and ways of working.

Senior Data Engineer

Call Center Representative

• Architect, develop, and support cloud contact center solutions, including AWS Connect and related services.
• Integrate and apply technologies such as AI, speech recognition, and voice biometrics to improve customer experience and operations.
• Partner with cross-functional teams to define requirements, design call flows, and deliver omni-channel capabilities (email, chat, web, click-to-dial).
• Drive automation and analytics to strengthen reliability and insight (e.g., workforce tools, call recording, journey analytics).
• Maintain documentation, capture business processes, and create training materials to support ongoing delivery and support.

Senior Unified Communications Developer

Financial Planning and Analysis

• Assist with the preparation of legal regulatory filings for Pacific Select Fund, a mutual fund complex with over $40 billion in client assets.
• Provide analysis and support to the investment adviser Pacific Life Fund Advisors LLC
• Prepare board materials regarding the funds and the adviser
• Assist and cross-train with Pacific Life variable insurance products as needed

Mutual Fund/Investment Compliance Analyst

Actuary

• Support the GAAP Director in managing the quarter-end deliverables through effective tracking, delegation of tasks and resolution of issues
• Perform quarterly calculations of GAAP balances for life insurance products (LFPB, DPL, DAC & URR, SOP 03-1, PFBL, PHAB, FAS133 reserves)
• Serve as a subject matter expert on GAAP and how GAAP balances for life insurance products are impacted by changes in economic or business conditions
• Perform analysis to educate senior management and other stakeholders of GAAP impacts and expectations
• Foster the development of team members through coaching & training and engaging in regular review & feedback on team members’ work product
• Ensure compliance of GAAP processes with both internal and regulatory governance standards through robust controls and documentation
• Serve as one of the main point of contact for internal and external audit requests
• Identify and pursue opportunities to improve GAAP metrics, analytics & insights for life insurance products, including the exploration of AI applications
• Provide support for industry-wide GAAP working group projects and assist with ad-hoc projects in the Valuation area

Senior Actuary, Enterprise Valuation

General Counsel

• Structure, draft, negotiate, and close secured real estate finance transactions (including term, construction, mezzanine, and co-lender loans) for various commercial real estate asset types (including multi-family, office, retail, industrial, data center, and more)
• Oversee closing managers, outside counsel, and third-party originators
• Mitigate transactional risks and resolve closing hurdles with practical solutions
• Implement and expand upon technology-based efficiency solutions, including document automation and document management systems
• Stay current on legal developments to update forms and processes
• Provide legal counsel and technical guidance to internal investment team

AVP, Managing Assistant General Counsel – Commercial Real Estate

Operations

• Serve as the Cloud FinOps expert to conduct detailed analyses of Cloud technology costs, licensing, infrastructure utilization, and other related costs within the org.
• Directs the management of tools and processes that execute savings identified as part of a larger cost optimization strategy.
• Lead PL Technology efforts to improve spend alignment to the Technology strategy, including providing greater Cloud financial transparency to business leadership.
• Serve as the subject matter expert in defining IT financial analytic use cases including the development of analytics, data visualizations and cost measurement frameworks via a Cloud based tool.
• Operationalize the implementation of a cloud-based cost optimization tool in partnership with Finance, Cloud Services and outsourced providers.
• Drive deep insight into IT spend and cost optimization opportunities to support strategic decision-making and financial management of IT services.
• Design / implement a strategy to manage cost optimization opportunities for each service (e.g., external vendors, cloud providers, etc) including lifecycle cost.
• Define the mission and vision for the Cloud FinOps functionality, lead cost optimization discussions, advocate for financial best practices and identify cost savings opportunities in partnership with PL Technology, Finance, Procurement, Vendor Management and divisional leadership.

Senior Cloud FinOps Specialist

Marketing

• Own the strategic development and maintenance of advisory annuity product marketing, including point-of-sale collateral, webpages, and other assets, and support additional retail annuity initiatives as assigned
• Drive go-to-market strategy and execution of omnichannel marketing campaigns—including email, social, and web—to build awareness and adoption of advisory annuity products
• Serve as the advisory annuity product expert for Marketing by providing insights, guidance, and expertise that inform campaign strategies, positioning, and communications and ensure materials align with firm and channel-specific needs
• Contribute to and support thought leadership development and media storytelling opportunities that position advisory annuities beyond product features by highlighting their broader value in financial planning
• Collaborate with cross-functional Marketing partners—including Creative Services, Marketing Operations, Digital Execution, and Campaign Management—to ensure campaigns, messaging, and initiatives align with business priorities
• Partner with internal stakeholders to execute campaigns and promotional opportunities and identify ways to educate internal teams and support their marketing efforts
• Serve as the primary marketing contact for the Sales teams, developing marketing campaigns and sales ideas that align with product positioning and priorities
• Proactively communicate with all internal and external stakeholders and teammates to ensure alignment, clarity, and transparency throughout projects and initiatives
• Ensure product materials are timely, compliant, and effectively distributed across relevant channels
• Monitor industry trends, competitor activity, and field feedback to translate insights into actionable marketing strategies and product positioning that maintain a competitive advantage
• Inform dynamic digital tools and sales collateral that help financial professionals and clients understand complex retirement income strategies
• Monitor performance of campaigns and initiatives, using data and feedback to refine strategies and optimize impact
• Represent Marketing in strategic cross-functional meetings such as PMO by receiving updates on product or timing changes, advising on marketing impacts, and communicating key information back to the Marketing team for alignment
• Travel periodically with the Sales team or industry conferences to gain deeper insight into the sales process to better support business and marketing needs.

Senior Annuity Marketing Strategist

Program Manager

• Develop and deploy a global recognition program strategy
• Continually assess effectiveness of the program and make recommendations for future enhancements
• Manage operations of the Awardco recognition platform, including budgets, user setup, and system configuration
• Partner with People Business Partners to effectively implement the program globally and track utilization
• Partner with Payroll and Finance on reporting and reconciliations
• Provide employee and manager support, troubleshooting, training, and processing of recognition requests
• Serve as main point of contact for vendor partnership
• Contribute to enterprise Total Reward strategies, communications, processes, policies and employee-facing resources (e.g., tuition reimbursement, life and work events, new hire programs, etc).
• Support compensation programs including executive updates and summaries, job architecture updates, and communications.
• Support benefits programs including data reviews, vendor reporting, eligibility audits, and open enrollment.
• Oversee and maintain reports, analytics, and documentation across compensation, benefits, and recognition.

Total Rewards & Recognition Program Manager

Business Analyst

• Assist in gathering and organizing actuarial data for integration with Prophet and IT systems
• Support coordination of data updates across various teams, ensuring proper alignment with actuarial modeling needs
• Help maintain consistency across Prophet tables, aiding in data standardization and structure improvements
• Provide support for new product implementations, including updates to assumption changes, asset/market/scenario model inputs, and reinsurance data
• Assist in tracking data-related changes and ensuring seamless integration into production processes
• Work closely with the Actuarial Data Steward and modeling team to streamline regression testing and development
• Perform data validation checks and assist with cleansing activities to maintain high-quality actuarial data
• Help monitor and troubleshoot data inconsistencies, ensuring timely resolution of issues affecting quarterly reports
• Support the implementation of governance controls for centralized data tables
• Assist in maintaining reference data tables, including updating product information, risk codes, cap rates, and other critical data elements
• Support updates to cohort mapping tables with new Prophet file names assigned to products
• Ensure accurate organization of policy information within various data domains
• Identify opportunities to improve efficiency in data handling and processing
• Assist in managing input data to minimize issues related to missing or changed tables
• Help resolve reproducibility challenges caused by structural changes in data tables
• Assist in data exploration and analysis, providing insights for actuarial and business users
• Support reporting and ad-hoc analysis by extracting and organizing key actuarial data
• Help maintain documentation of actuarial data processes for both actuarial and non-actuarial teams
• Support training efforts by assisting in the development of reference materials and guidance for data-related tasks

Senior Business Analyst – Actuarial Data

• Execute advanced ALM projections and analytics to assess risk positioning, asset‑liability interactions, capital efficiency, and balance‑sheet strategies across economic, GAAP, statutory (VM‑22), and Bermuda EBS frameworks
• Lead the development and refinement of asset‑optimization capabilities supporting VM‑22 reserves and Bermuda EBS capital requirements, including defining optimization objectives, constraints, and integration into ALM decision tools
• Partner with Investment Strategy, Capital Management, Product Design, and Investment Solutions teams to evaluate strategic balance‑sheet actions, product designs, and reinsurance or capital solutions that improve competitiveness and resilience
• Contribute to the evolution of enterprise ALM strategic playbooks by analyzing market‑risk exposures, evaluating asset allocation considerations, and supporting liquidity risk frameworks
• Clearly communicate ALM insights, risk assessments, and strategic recommendations to senior leaders and cross‑functional stakeholders
• Enhance modeling, reporting, and analytical capabilities through strong Python‑based development, automation, and reproducibility improvements within ALM workflows
• Support assumption governance for market, credit, and investment‑related assumptions impacting ALM decisions.

Senior Actuary, ALM Strategy & Optimization

Manager

• Provide oversight to ensure the team effectively manages illustration project timelines and delivers on commitments that align with business objectives.
• Lead the team serving as the liaison to third-party illustration vendors, ensuring strong partnerships and effective collaboration with the Illustration Development team and other business partners to enhance capabilities and resolve issues.
• Oversee the team’s facilitation of cross-functional meetings with subject matter experts (SMEs) to define illustration requirements that support new product development and enhancements.
• Maintain strong, collaborative relationships with stakeholders and SMEs, ensuring the team continuously monitors progress and delivers an optimal user experience aligned with our strategic sales goals.

Manager, Annuity Illustrations

• 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.
• The CMD Sales Training Manager plays a lead role in shaping the sales training experience for the Consumer Markets Division.
• You and your team will create compelling, state of the art eLearning courses as well as engaging instructor-led classes for both in person and webinar delivery.
• You and your team will also be responsible for the delivery of live training (via web or in person) in support of assignments to all sales audiences leveraging training best practices for knowledge transfer and engagement.
• You will oversee the design process and support project management.
• Develop staff in both technical and job performance skills including instructional design methodologies (ADDIE and SAM), organizational knowledge, writing and project management skills.
• Ensure an effective needs analysis and measurement strategy to evaluate performance and demonstrate training’s impact on the employees and business goals.
• Collaborate cross functionally to research, create, and implement learning and development strategies and initiatives.
• Write narratives and collaborate with Trainers and Instructional Designers to develop storyboards.

Sales Training Manager

• Owning the end-to-end operating model, from demand planning to delivery and post-sale support
• Leading a large cross-functional team responsible for all operational aspects of the Life business, building and developing a high-performing team with robust succession planning
• Fostering a culture of accountability, collaboration, and customer-centricity that is in alignment with Pacific Life values and behaviors
• Developing and executing a comprehensive communication strategy that ensures clarity of vision, priorities, and progress across all levels of the organization
• Establishing and monitoring KPIS (e.g. Straight-through processing and error rates) and manage QBRs/MBRs and service-level commitments
• Proactively engaging clients to meet or exceed expectations for Life Operation
• Translating customer feedback into operational improvements, driving a VOC-to-action pipeline
• Managing departmental budgets, ensuring expenses align with product allowables
• Coaching and mentoring the team to deliver high-quality customer engagement and superior support for inforce transactions
• Collaborating with the Transformation lead to define the vision, goals, and integrated roadmap for Life customer and employee experience transformation
• Driving launch readiness and lifecycle operations for new products or enhancements
• Collaborating across CMD with product, sales, marketing, SMS, and peer operations leaders to ensure successful support throughout the product lifecycle
• Championing adoption of advanced technologies such as AI-driven processing and AI-driven conversational IVR
• Maintaining compliance with industry regulations (FINRA, State Regs)
• Managing risk and business continuity (vendor risk, key-person risk, etc.)