Hybrid Manager, Annuity Illustrations

Posted 38 minutes ago

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About the role

  • Annuity Illustrations Manager at Pacific Life driving illustration accuracy and compliance. Leading a team in cross-functional collaboration and vendor relationship management.

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.

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.

Benefits

  • Your Benefits Start Day 1
  • 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

Job title

Manager, Annuity Illustrations

Job type

Experience level

SeniorLead

Salary

$152,010 - $185,790 per year

Degree requirement

Bachelor's Degree

Location requirements

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