Insurance Dedicated Funds (IDF) Separate Management Accounts (SMA) Manager

Job Description:

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 a talented IDF SMA Manager to join our PPLI team in Newport Beach, CA.

As a IDF SMA Manager, you'll move Pacific Life, and your career, forward by managing the on boarding of new unregistered insurance dedicated funds (IDFs) and separate managed accounts (SMAs) tied to new cases on the Magnastar private placement variable universal life product.

How you'll help move us forward:

• Provide marketing and operational support on all existing unregistered IDFs and SMAs, registered IDFs available on the Magnastar product, M firms and PL Marketing team and RVPs

• Primary contact to one or two of the current IDF/SM administrative platforms (SALI or Spearhead and Talson), and direct responsibility for onboarding new IDFs and SMAs associated with the IDF/SMA platform assigned

• Determine prioritization for the implementation of the new IDF and/or SMA through information provided by the IDF/SMA administrative platform(s), M Firm selling the Magnastar case, and Pacific Life RVP

• Completing and submitting a fund chart to IT to get the IDF or SMA added to the system

• Completion dates for system admin addition and investment review must be within days of each other, so the IDF will be ready and available on or before funding date.

• Track and monitor all upcoming trade detail emails each month and ensure administrative platforms receive subscription documents and withdrawal documents on time so all transactions can be accepted

• Review, complete, and obtain signatures on a timely basis for subscription documents related to investments in unregistered securities by sub advisors of SMAs setup for Magnastar

• Research wire request discrepancies submitted by VPA. Make sure the requested wire amount is correct, and the money is currently at Pacific Life

• Manage the update supplements for the IDF offering memorandum series supplements, as well as other updated documents that are associated with IDFs and SMAs

The experience you bring:

• 8 years of experience in the life insurance industry with at least 5 years in working with private placement life insurance and unregistered insurance dedicated funds.

• Series 6 or 7

• Strong Communications skills

• College degree preferred

You can be who you are.

People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at www.pacificlife.com. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

Base Pay Range:

The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.

• 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

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.