Operations Project Analyst

Pacific Life • Charlotte, NC

1d • Hybrid

About The Position

Pacific Life is seeking a Project Analyst to join its Operations Project Team in Newport Beach, California, or Omaha, Nebraska. The role is hybrid and supports Operations projects across the Annuity and Life lines of business. The analyst independently leads foundational-level projects, coordinating stakeholders and sponsors from initiation through implementation and closure. The role involves developing project plans and business requirements, assessing solutions and impacts, tracking risks and dependencies, communicating progress and changes, maintaining project documentation, coordinating operational and technology partners, and supporting sustained implementation. The analyst also focuses on professional development and building knowledge of Operations processes and systems.

Requirements

• At least 4 years of experience in the financial services industry or a comparable equivalent, including experience in a highly service-focused financial services Operations environment.
• Demonstrated desire to deliver a strong service experience to internal and external customers.
• Familiarity with basic project management approaches in Operations.
• Strong communication skills, including facilitating meetings, driving positive outcomes, and collaboratively addressing challenges with varied stakeholders, including leaders.
• Ability to manage time across multiple processes and deadlines.
• Ability to work in a fast-paced environment with changing priorities while maintaining organization, accuracy, and timeliness.
• Demonstrated problem-solving and critical-thinking skills, including the ability to anticipate, identify, and overcome impediments to project success.
• Ability to collaborate with individuals at all levels.
• Ability to work independently under minimal supervision.

Nice To Haves

• Four-year degree or equivalent combination of work and experience.
• Broad knowledge of Insurance Operations organization, products, systems, and processes.

Responsibilities

• Initiate projects in project management tools and facilitate kickoff meetings to define roles, scope, objectives, timelines, costs, and plans.
• Lead planning sessions and meetings with internal and external stakeholders, including Technology and Compliance, to clarify questions and address impediments.
• Create, maintain, and monitor project plans and roadmaps.
• Develop collaborative approaches and solutions, including needs assessments and cost-benefit analyses.
• Coordinate implementation plans to minimize disruption to department workflows and support sustainable deliverables after rollout.
• Partner with managers and team members to incorporate feedback and direction on project approaches and challenges.
• Identify, manage, and track project and operational risks, issues, and dependencies that affect project scope and schedule.
• Work with Operations teams and subject matter experts to develop business requirements and assess how changes fit existing processes or require modified or new processes.
• Facilitate effective meetings with sponsors and stakeholders, drive decisions and outcomes, and provide clear status updates to leadership.
• Communicate changes in scope, schedule, or cost and project or operational risks to sponsors, project teams, and leadership in a timely manner.
• Develop concise announcements for Operations teams about project deployments and updates.
• Prepare and promptly share clear meeting agendas and minutes; maintain complete, understandable project artifacts in project management tools.
• Create technology demands as needed and follow submission guidelines.
• Coordinate with Training and Documentation to update documentation, standard operating procedures, and job aids.
• Obtain customer acceptance and feedback after project closure, resolve post-implementation questions, document lessons learned, and close or archive projects.
• Partner with IT to scope, prioritize, and deliver remaining inforce/residual (“Day 2”) work after initial launch.
• Provide a positive service experience to internal and external business partners and implement projects with minimal disruption to impacted teams.
• Meet deadlines for performance and SMART goal check-ins and evaluations; seek feedback, develop core skills, and follow through on coaching action plans.
• Build knowledge of Operations processes and systems and stay current on operational changes.

Benefits

• Medical, dental, and vision coverage.
• Wellbeing Reimbursement Account for the employee or eligible dependents.
• Paid time off, holiday schedules, and Financial Planning Time Off.
• Paid parental leave.
• Adoption assistance program.
• Competitive 401(k) savings plan with company match and an additional company contribution regardless of participation.
• Additional incentive pay may be available to most employees.
• Flexible benefits tailored to employees’ physical, financial, emotional, or social wellbeing.

What This Job Offers

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