Manager, Annuity Illustrations

Pacific Life • Newport Beach, CA

1d • Hybrid

About The Position

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. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking an Annuity Illustrations Manager to join our illustration development team. This role is hybrid working from Newport Beach, CA or Omaha, NE. We will consider relocating the right candidate. As the Annuity Illustrations Manager, you’ll move Pacific Life, and your career, forward by leading a team that drives illustration, calculator and 3rd Party vendor relationships. You will fill a new role that sits in a team of 5 people in the Consumer Markets division. Your colleagues will include fellow product, sales, marketing, and technology professionals. As an Annuity Illustrations Manager you will be responsible for driving the accuracy, compliance, and evolution of Pacific Life’s illustration ecosystem. This role provides direction on illustration strategy, oversees end‑to‑end project delivery, and cultivates strong partnerships with third‑party vendors to ensure high‑quality, reliable illustration and rate applications. The leader in this role guides the team in cross‑functional collaboration with subject matter experts (SMEs) and plays a key role in shaping illustration/calculator support for new product development and ongoing enhancements. How you’ll help move us forward:

Requirements

• 8+ years in annuity insurance illustration systems, with strong project management experience and deep product knowledge
• Proven ability to manage vendor relationships and lead cross-functional initiatives
• Led and developed high‑performing teams to achieve strong business outcomes
• Advanced knowledge of Hexure ForeSight & FireLight annuity illustration platforms
• Advanced knowledge of Annuity products
• Advanced knowledge of platforms used by Broker Dealers and Advisors including iCapital, FIDx & LUMA
• Strong organizational and communication skills
• Ability to drive accountability and lead projects
• Customer Oriented
• Proficiency in MS Office Suite and JIRA

Nice To Haves

• Series 6 or 7, 63 and/or Life Insurance licenses
• Ability to work in a high-volume, fast-paced environment

Responsibilities

• 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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed