Pacific Life · 2 weeks ago
Operations Project Analyst
Newport Beach, CA
Full-time
Hybrid
Mid Level
$39.81/hr - $48.65/hr
4+ years expPacific Life is a company focused on providing financial security through innovative solutions for its policyholders. They are seeking a talented Operations Project Analyst to lead foundational level projects across Annuity and Life lines of business, working collaboratively with various stakeholders to ensure successful project implementation and communication.
FinanceFinancial ServicesInsurance
Responsibilities
Initiate project within Project Management tools; facilitate kick-off meetings with all identified stakeholders and Sponsors to clearly define project roles, scope and objectives, timeline, cost, and project plan
Independently lead and facilitate productive planning sessions/meetings as needed to achieve the above; Create, maintain, and monitor project plan and roadmap as applicable
Independently lead and facilitate productive sessions with external stakeholders like Technology, Compliance, etc. to clarify queries or remove impediments impacting the project
Develop approaches and solutions, using a collaborative team approach with key stakeholders; develop needs assessments and cost-benefit analysis in support of proposed solutions
Coordinate implementation plans to minimize impact to department workflow and to ensure deliverable can be well-sustained by impacted teams after rollout
Partner effectively with manager and team to gain and apply feedback, insight and direction on project approaches and challenges
Identify, manage, and track project and operational risks, issues, and dependencies impacting project scope and schedule
Work closely with Operations teams and SMEs to develop thorough business requirements
Partner with Ops and external business partners to determine how change(s) will fit into existing business processes, whether existing processes require modification, or if new processes need to be stood up
Independently lead and facilitate productive planning sessions/meetings with all internal and external business teams and SME’s as needed to achieve the above
Independently facilitate effective meetings with Sponsor and stakeholders, driving successful decisions and outcomes
Present clear and concise progress/status updates in project reviews and proactively to various leadership levels within the organization as needed
Communicate key changes in scope, schedule, and/or cost, as well as project and operational risks, in a timely manner to the sponsor, Project Team, and leadership team
Utilize Operations experience to ask appropriate questions, ensuring business requirements and newly proposed process are thorough and complete
Develop clear and concise announcements to Ops teams for project deployments/updates
Ensure agenda and minutes are clear and concise for all meetings and shared promptly with attendees
Update project management tool with all relevant project artifacts and details; include all relevant details, and ensure documentation is easy to comprehend, and identifies and addresses impact to all Operations teams
Create technology demands as needed for the project, following key guidelines for submission
Partner with Training and Documentation to coordinate updates to documentation, SOPs, and Job Aids, ensuring project objectives, impacts and action to be taken are appropriately reflected
Obtain customer acceptance and feedback after project closure
Resolve post-implementation questions in a timely and thorough manner
Document and share lessons learned and best practices with Manager and team
Finalize all the project activities and closes/archives the project in Project Management tools
Partner closely with IT to scope, prioritize, and deliver remaining inforce/residual (“Day 2”) scope after initial project launch
Drive a positive service experience with internal and external business partners; Receive positive feedback from project stakeholders and leaders regarding responsiveness, follow through, communication, and ability to successfully implement project with minimal disruption to impacted team
Meet target deadlines for Performance and SMART goal check-ins and evaluations
Collaborate with Manager, peers and business partners to seek feedback and identify opportunities to further develop core skills and “Focused Professional Competencies” within leadership attributes
Actively grow knowledge in core areas of Operations processes and systems to expand breadth of support
Come prepared for coaching sessions and follow through on action plans
Stay current on Operational changes to best support business
Qualification
Required
Preferably 4+ years within the financial services industry (or comparable equivalent), with experience in a highly service-focused, financial services Operations environment
Demonstrated desire to deliver a stellar service experience to both internal and external customers
Familiarity with basic project management approaches in Operations
Strong communication skills, including ability to facilitate effective meetings, drive positive outcomes, and proactively and collaboratively address challenges with a variety of stakeholders, including leaders
Adept at managing time to oversee multiple processes and meet multiple deadlines. Able to work in a fast-paced environment with consistently changing priorities, remaining highly organized with an emphasis on accuracy and timeliness
Demonstrated problem solving and critical thinking skills; Ability to anticipate, identify and overcome impediments to project success
Ability to work collaboratively with all levels of individuals
Able to work independently under minimal supervision
Preferred
4-year degree or equivalent combination of work and experience
Broad knowledge of CMD Operations organization, products, systems, and processes preferred
Benefits
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
Company
Pacific Life
Pacific Life Insurance is an insurance company that provides life insurance products, annuities, and mutual funds.
1001-5000 employees
H1B Sponsorship
Pacific Life has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (14)
2024 (9)
2023 (16)
2022 (19)
2021 (14)
2020 (17)
Funding
Current Stage
Late StageTotal Funding
$1.44B2025-09-03Debt Financing· $750M
2025-06-18Debt Financing· $688.57M
Leadership Team
Howard Hirakawa
Senior Vice President, Fund Advisor Operations
Joe Krum
Senior Vice President & Managing Director, Global Institutional Investment Group
Recent News
Private Capital Journal
2025-12-05
Company data provided by crunchbase