Senior Implementation Associate

Pacific Life

Senior implementation leader managing complex PRT and DCLI retirement transactions for Pacific Life, an insurance provider protecting financial futures. Improving onboarding, operations, governance, and client experience.

Posted 8/11/2026full-timeOmaha • California, New York • 🇺🇸 United StatesSenior💰 $124,830 - $152,570 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex client implementations and onboarding projects within retirement services, particularly in Pension Risk Transfer and Defined Contribution Lifetime Income. Proven ability to lead cross-functional initiatives, improve operational effectiveness, and enhance client experiences through strong relationship management and problem-solving skills.

Highest-signal resume keywords

Pension Risk Transfer (PRT)Defined Contribution Lifetime Income (DCLI)Client Implementation ManagementProject ManagementMicrosoft 365 Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension AdministrationImplementation ProcessesOperational ControlsGovernance FrameworksService-Level AgreementsRetirement Plan TransitionsComplex Project LeadershipAI-Enabled Tools UtilizationSales EnablementDocumentation Best Practices

Soft Skills

Relationship ManagementProblem-SolvingStakeholder ManagementCommunicationMentoring

Tools & Technologies

Microsoft CopilotAI-Enabled Tools

Industry Keywords

Retirement ServicesDefined Benefit PlansClient-Facing OperationsCross-Functional CollaborationOperational Effectiveness

About the role

Key responsibilities & impact

Lead all aspects of onboarding for complex Pension Risk Transfer and Defined Contribution Lifetime Income 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 Sales Enablement & Implementation processes, including best practices, documentation, controls, service standards, and governance
Lead cross-functional initiatives and projects to 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
Partner closely with approximately 10 team members and cross-functional teams

Requirements

What you’ll need

Bachelor's degree or equivalent experience
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 across Sales, Operations, Compliance, and Pricing
Strong problem-solving skills and 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
Ability to leverage expertise to influence decisions and mentor others
Experience establishing service-level agreements, governance frameworks, operational controls, or scalable implementation practices
Proficiency with Microsoft 365, including Microsoft Copilot
Experience leveraging AI-enabled tools to increase productivity, improve decision-making, automate routine work, and enhance client outcomes
Experience as a team lead, mentor, or subject matter expert within a client-facing or operations-focused organization

Benefits

Comp & perks

Medical, Dental, Vision, and Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedules
Financial Planning Time Off
Paid Parental Leave
Adoption Assistance Program
Competitive 401k savings plan with company match
Additional 401k contribution regardless of participation
Flexible benefits tailored to physical, financial, emotional, or social wellbeing
Diversity and inclusion culture
Accommodation support for qualified individuals with a disability or disabled veteran