Defined Contribution Strategist

3 weeks ago

Omaha, Nebraska, United States Pacific Life Full time
About the Role

Pacific Life is seeking a talented Defined Contribution (DC) Strategist to join our Defined Contribution Lifetime Income (DCLI) team in Newport Beach, CA or Omaha, NE. As a key member of our team, you will play a crucial role in developing, implementing, and managing strategies related to bringing guaranteed solutions to Defined Contribution Plans.

Key Responsibilities
  • Collaborate with clients and DC Product Manager to design and implement defined contribution lifetime income solutions that meet the needs and objectives of retirement plans.
  • Contribute to the business planning and development of near and long-term goals of the DCLI offering.
  • Identify and coordinate potential solution strategy opportunities with our retail business.
  • Work closely with the DCLI Product Marketer on product strategy and audience messaging.
  • Partner with marketing, national markets, and strategic partnerships to enhance our DCLI narrative and amplify our voice in the market.
  • Optimize participant outcomes based on an understanding of plan features designed to promote better retirement outcomes.
  • Develop materials, conduct workshops, and provide guidance to help participants maximize the value of their retirement savings through utilization of lifetime income solutions.
  • Partner with research to develop and drive thought leadership agenda; distill insights into audience-specific messaging connected to our go-to-market strategy.
  • Build strong relationships with clients and internal stakeholders to proactively identify opportunities to add value and enhance retirement outcome effectiveness.
  • Participate in client-facing meetings, acting as a subject matter expert and supporting national markets team in their distribution efforts.
  • Monitor the DCLI competitive landscape to understand trends, perform due diligence, and understand the impact on Pacific Life's efforts and positioning of our solutions in the market.
  • Conduct sales training to help build internal awareness of lifetime income solutions available within defined contribution plans.
  • Partner with the DCLI product team to monitor Pacific Life product performance, conduct internal reviews, and make recommendations for roadmap changes as appropriate.
  • Design and execute participant communication tactics to increase understanding of retirement plan benefits and support informed decisions throughout the retirement journey.
  • Stay up-to-date on regulatory changes and industry trends and best practices related to defined contribution plans and lifetime income solutions.
  • Ensure plan compliance with all applicable laws and regulations, such as ERISA, IRS regulations, and Department of Labor guidelines as it relates to incorporating DCLI solutions.
  • Represent Pacific Life and our DCLI business at industry events and conferences.
Requirements
  • Bachelor's degree in marketing, business, economics, or a similar field.
  • Demonstrated 10+ years of Defined Contribution experience.
  • FINRA Series 6 & 63.
  • State life and health license preferred.
  • Proven history of building and maintaining strong relationships with internal and external stakeholders.
  • Ability to influence, partner, and collaborate with divisional stakeholders.
  • Strong desire for collaboration and a demonstrated ability to think creatively.
What We Offer
  • Prioritization of your health and well-being, including medical, dental, vision, and wellbeing reimbursement account.
  • Generous paid time off options, including paid time off, holiday schedules, and financial planning time off.
  • Paid parental leave and an adoption assistance program.
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation.

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