Pacific Life

Vice President

• Manage and develop new financial professional relationships in your assigned territory
• Execute marketing campaigns
• Attend company, industry, and intermediary meetings
• Speak in front of groups
• Work with internal sales, case design, and underwriting partners
• Collaborate with peers on sales ideas
• Develop and execute on a business plan for the territory

Field Vice President – North Central Territory

Accountant

• Prepare system-to-ledger reconciliations for policy-level accounting activity in accordance with established procedures.
• Research and resolve reconciliation discrepancies using existing methods and tools and escalating complex and non-routine issues as appropriate.
• Collaborate with team members and upstream partners to support issue resolution and meet service level expectations.
• Prepare and post correcting journal entries under guidance to resolve identified variances.
• Process daily cash-related entries associated with policyholder transactions in a timely and accurate manner.
• Support adherence to reconciliation policies and internal controls, ensuring documentation is complete and audit-ready.
• Assist in tracking and reporting key metrics, including reconciliation timeliness, accuracy, and exception volumes.
• Participate in testing and validation activities for reconciliation tools, accounting systems, or workflow enhancements.
• Identify opportunities for process improvements and provide input on efficiency or quality enhancements.

Senior Accountant

Procurement

• Support development and execution of sourcing strategies for Corporate and Professional Services categories including Human Resources, Marketing, Facilities, Underwriting, Travel, consulting, BPO/TPA and other specialty services.
• Conduct spend analysis, market research, and supplier benchmarking.
• Support RFx development, administration, and evaluation activities.
• Assist with supplier negotiations and contract reviews, including redlining standard terms.
• Prepare sourcing recommendations, business cases, and stakeholder materials.
• Partner closely with Sourcing Managers, Legal, Risk, and business stakeholders to move sourcing initiatives forward.
• Track sourcing timelines, deliverables, and approvals.
• Support contract execution and handoff to Vendor Management.
• Ensure sourcing activities align with procurement policies and risk requirements.
• Maintain accurate sourcing data and documentation in procurement systems.
• Analyze sourcing results to identify cost savings, performance improvements, and trends.
• Support process improvement initiatives across the sourcing lifecycle.

Senior Sourcing Specialist

Risk

• Support the execution of the Workforce Benefits Division strategy to grow and scale a $1B revenue, profitable business in the Group Benefits market
• Work collaboratively with partners on a variety of new business and in force initiatives to identify, assess and mitigate key risks, including: New product development, Rate development, Renewal strategies, Execution of Technology and Operations roadmaps
• Partner with Finance & Actuarial, Risk Management and WBD to tailor pricing and other risk policies and standards as needed for Group Benefits
• Oversee the implementation of underwriting and pricing methodologies, support assumption oversight and model risk governance activities within the Division
• Supervise operational risk management activities within the Division and coordinate 2nd lines of defense activities within the Division where needed (e.g., Risk, Compliance, CISO)
• Promote a risk-aware culture and drive consistent and effective management practices
• Develop and maintain division-level risk governance and reporting
• Remain engaged with the competitive landscape, providing an understanding of competitor risk practices to stakeholders
• Contribute to the development of enterprise-wide risk policies and standards and promote their adoption throughout the Division

AVP, Chief Risk Officer – Workforce Benefits

Project Manager

• Lead conversations with business partners and technical teams to coordinate the execution of midsize to large projects.
• Apply data and process analysis principles to produce customized reports.
• Writing and maintaining complex technical documentation.
• Maintain project schedules, milestones, and workback plans across multiple teams and vendors.
• Facilitate regular project meetings—standups, workstream touchpoints, technical reviews—and publish clear follow‑ups and action logs.
• Own and maintain RAID logs, ensuring risks, assumptions, issues, and dependencies are documented and escalated appropriately.
• Represent Technology area and coordinate with efforts across the enterprise, including Corporate IT, CAB coordination or Enterprise KTLO activities.
• Prepare and distribute weekly and monthly status reports, dashboards, and project documentation for stakeholders and leadership.
• Coordinate cross‑functional deliverables and ensure alignment across Product, Engineering, Operations, Compliance, and Vendor Management.
• Support Product Owners and Program Leads with governance materials, steering‑committee updates, and decision logs.
• Ensure projects meet internal standards for security, risk, and regulatory adherence in partnership with Compliance.

Project Coordinator, Analyst

SDET

• Executing manual and exploratory testing, ensuring comprehensive test coverage to drive proper delivery outcomes
• Managing defect tracking, triaging, and resolution processes, working closely with development teams
• Developing and maintain test automation frameworks for functional, regression, API, and performance testing
• Driving early and continuous testing throughout the software development lifecycle, adopting agile testing methodologies and ensuring early defect detection in the development lifecycle
• Maintaining documentation of test results to assist in debugging and modification of software
• Analyzing test results to ensure existing functionality and recommend corrective action
• Integrating automated tests into CI/CD pipelines (Azure DevOps)

Senior QA Automation Analyst

Recruitment

• Partner closely with recruiters and hiring managers to understand hiring needs and ideal candidate profiles
• Review resumes and proactively source passive candidates using various channels
• Screen inbound and outbound leads to assess fit and interest as needed
• Engage and nurture talent pools for current and future openings
• Provide a best-in-class candidate experience through timely communication
• Maintain market intelligence on industry trends and competitor movements
• Collaborate on diversity sourcing strategies and inclusive outreach.

Talent Acquisition Sourcer – Contract, Temporary

Analyst

• 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.
• Annual Merit & Bonus Plan Administration.
• Lead the design of Workday system enhancements and partner with HRIS team to communicate configuration needs, conduct testing, and troubleshoot issues.
• Create and manage project plan to ensure successful process.
• Partner to develop communications and training for internal HR partners, people leaders and employees.
• Support Compensation team with data analysis to foster our pay for performance culture.
• Manage salary survey process, including participating and tracking submission deadlines and associated costs, processing payments, analyzing survey results to identify gaps and opportunities.
• Manage market pricing system to include survey data maintenance, survey participation, aging & job level mapping methodology, and data integrity/maintenance.
• Evaluate market data/trends and conduct analyses to determine the competitiveness of Pacific Life’s compensation programs.
• Ensure compliance with federal, state, and local laws and regulations regarding compensation.
• Support the implementation phase of market studies (creating communication materials and processing employee changes).
• Perform routine reviews of employee and job compensation data to maintain data integrity, implement changes and communicate to stakeholders.
• Generate ad hoc compensation reports and analyses.
• Identify and recommend enhancements to compensation tools and systems to improve efficiency and data accuracy.
• Document compensation procedures.

Senior Compensation Analyst

Actuary

• Design, build, maintain, and act as model developer for various Institutional Division products, which may include Pension Risk Transfer, Stable Value Wrap, Lifetime Income, and Capital Markets.
• Contribute to the implementation of actuarial automation systems using technologies such as Snowflake, AWS, Python, C#, Docker, Git, and Azure Pipelines.
• Collaborate with internal partners to define requirements and ensure the delivery of accurate, reliable, and effective solutions.
• Assist in troubleshooting, debugging, and maintenance of model code and automation systems.
• Conduct your work following CI/CD and Agile methodologies.
• Contribute ideas to help the team improve its software development environment and processes.
• Build a network of internal partners and foster a positive personal brand reputation across divisions and locations of the company.

Senior Actuary – New Business Model Development

• As a Senior Group Benefits Tax Accountant, you’ll play a key role in Pacific Life’s growth and long-term success by leading tax compliance and financial support for our group benefits products, including disability, life, supplemental health, dental, and vision.
• You'll be responsible for overseeing the tax treatment of disability claims, ensuring accurate tax reporting and remittance, and serving as the division’s subject matter expert on benefits taxation.
• Perform and review complex pre- and post-disability earnings calculations.
• Calculate partial earnings for claimants returning to part-time work.
• Verify claim taxability at the employer/policy level and request annual documentation.
• Ensure accurate benefit payments and net amounts based on tax status.
• Conduct financial audits within the EIS system to validate benefit calculations, offsets, and payment integrity.
• Identify and correct underpayments or overpayments.
• Recalculate FICA withholdings when taxability changes occur.
• Issue corrected W-2s (W-2Cs) for prior-year adjustments.
• Oversee the financial recovery process and develop long-term strategies for fund recovery.
• Validate daily, quarterly, and annual tax withholdings and remittances.
• Ensure timely and accurate remittance to federal and state tax agencies.
• Lead year-end tax reporting for claimants (W-2, 1099) and employers based on tax support agreements and elections.
• Provide expert guidance on tax-related matters beyond standard claims processing.
• Support call center staff with tax inquiries and develop annual FAQs for W-2, 1099-LTC, and 1099-INT forms.
• Respond to tax questions from claimants, employers, and brokers.
• Manage policy-level taxability corrections and Tier 1 policyholder tax reports.
• Prepare and distribute FICA consent letters for prior-year overpayment refunds.
• Partner with Finance to establish financial controls and robust reporting mechanisms.
• Collaborate with Training to develop financial training programs to improve accuracy.
• Identify and implement process improvements to enhance tax compliance and operational efficiency.

Senior Benefits Tax Accountant

Compliance

• Monitor, interpret, and advise on federal, state, and local laws governing paid family leave, disability benefits, statutory leave programs, and related insurance regulations.
• Partner with legal, product, and compliance teams to ensure that Pacific Life’s offerings are designed and administered in accordance with state-mandated program requirements.
• Serve as a subject-matter expert on regulatory requirements for state leave and income-replacement programs (e.g., PFML, statutory disability, paid sick leave mandates, program updates, and rulemaking developments).
• Partner with the operations teams to support and develop business operating practices, administrative procedures, and internal controls within company standards and regulatory requirements.
• Evaluate regulatory changes in conjunction with the Enterprise Compliance Regulatory Affairs team and coordinate implementation across product and operational teams.
• Develop and maintain compliance documentation, policies, controls, and procedural guidance related to statutorily regulated leave programs.
• Develop training and compliance guidance for internal teams regarding program requirements, statutory updates, and administration obligations.
• Ensure appropriate handling of sensitive program information in accordance with privacy and confidentiality requirements.

Compliance Consultant

Operations

• Own the end-to-end new business and operations functions that support our Multi-Life product.
• Lead a cross-functional team responsible for all operational aspects of the Multi-Life business, building and developing a high-performing team with robust succession planning.
• Serve as the operational owner for key accounts, acting as the escalation point and managing QBRs/MBRs and service-level commitments.
• Proactively engage clients to meet or exceed expectations for Multi-Life business support.
• Translate customer feedback into operational improvements, driving a VOC-to-action pipeline.
• Manage departmental budgets, ensuring expenses align with product allowables.
• Define and track metrics (e.g., Objectives & Key Results) to focus on business value realization throughout the product lifecycle, including user satisfaction, performance, and team health.
• Coach and mentor the team to deliver high-quality customer engagement and superior support for new business and inforce transactions.
• Collaborate with the Executive Sponsor to define the evolution of Multi-Life customer experience, aligning business and technology strategies.
• Drive launch readiness and lifecycle operations for new products or enhancements.
• Collaborate across CMD with product, sales, underwriting, marketing to ensure successful support throughout the product lifecycle.
• Maintain compliance with industry regulations (FINRA, State Regs). Manage risk and business continuity (vendor risk, key-person risk, etc.).

AVP, Multi-Life Operations

Program Manager

• Lead the U.S. framework, administration and analysis of retirement plan benefits, including compliance with plan documents and regulations for the 401(k), Deferred Compensation Plan (DCP), and Supplemental Executive Retirement Plan (SERP).
• Monitor retirement plan vendors to ensure performance aligns with agreed upon scope and service levels.
• Understanding and using best practices and knowledge of industry and business/customer needs, provide analysis, make recommendations, and lead the implementation of changes or enhancements to benefit programs.
• Contribute to the annual budget process by forecasting retirement plan expenses and tracking budget vs. actual costs.
• Oversee and administer a variety of ancillary benefit programs, such as the financial wellbeing programs and other related offerings.
• Collaborate with the Internal Communications team on the creation of communication tools that enhance employee understanding of our retirement benefits. This includes developing presentations, FAQ guides, and other resources.
• Manage the DCP annual enrollment event, as well as annual and ad-hoc Non-Qualified (NQ) distributions.
• Complete benefits compliance activities, such as the 401(k) annual audit, reconciling and filing required forms (e.g. Form 5500/8955-SSA), conducting non-discrimination testing, updating and distributing plan documents and required disclosures.
• Oversee retirement plan Investment Committee meetings by scheduling meetings, establishing agendas, preparing meeting materials, reviewing notes, and ensuring compliance with Committee guidelines.
• Resolve escalated benefits inquiries from employees, retirees, and other HR stakeholders, ensuring timely and satisfactory resolution of each issue.
• Manage actuarial valuation data requests by working with external consultants and PL’s Finance team.
• Collaborate with employees, advisors, auditors, leaders and benefit vendors.
• Partner with International Benefits to support the governance and administration of global pension plans, ensuring alignment on plan design, regulatory requirements, and ongoing operational needs.
• Resolve retirement plan (401(k), DCP, SERP) corrections as necessary.
• Stay current on retirement plan regulations.
• Participate in internal process improvement initiatives and team projects.
• Support additional ad-hoc benefits projects as they emerge.

Retirement Benefits Program Manager

• Own product pricing for strategic build out of the DCLI market, balancing profitability, risk, and competitiveness while supporting growth in a developing product space.
• Oversee pricing for our Stable Value portfolio, ensuring profitability, appropriate risk assessment, and alignment with strategic expansion goals.
• Partner with Product to evaluate emerging opportunities, providing pricing insight and recommendations even when information is incomplete or evolving.
• Ensure pricing is executed in accordance with established profitability, governance, and risk management frameworks.
• Oversee the development and enhancement of pricing models for new institutional products, including ownership of pricing assumptions and methodologies.
• Incorporate changing industry, regulatory, and market dynamics into pricing frameworks and product recommendations.
• Translate complex actuarial and financial analyses into clear, actionable insights that support leadership decision-making and product strategy.
• Collaborate with cross functional stakeholders—including Product, Sales, Finance & Risk, and Investments—to support delivery of our institutional strategic objectives.

AVP, Pricing – Institutional Products

Solutions Engineer

• Design and develop operational efficiency focused platform solutions that achieve business outcomes and implement desired solution architecture.
• Serve as technical point-person on the BPM platform for critical foundational technologies (e.g., Appian, Chorus, Power Automate, Power Apps) in cloud or hybrid environments.
• Assist with the development of modernization roadmaps for foundational platform technologies.
• Ensure designed solutions align with the Enterprise Architecture best practices, and that solutions are implemented as designed.
• Ensure BPM platform solutions meet non-functional requirements (NFRs) such as performance, scalability, and security.
• Oversee transition from legacy systems to BPM platforms, ensuring compatibility and minimal disruption.
• Offer hands-on participation when needed to ensure timely delivery of updates and changes.
• Monitor system performance and optimize architecture for efficiency.
• Translate business requirements into platform technical solutions and communicate them clearly to non-technical stakeholders.
• Provide technical advice and maintain strong relationships with business partners.
• Participate in PI planning and backlog prioritization for BPM platform initiatives.