Job Responsibilities
Drive a multi-year practice management roadmap aligned to business priorities and sales strategies.
Partner closely with Advanced Design and Retirement Strategy teams to identify opportunities and translate them into actionable initiatives.
Act as the bridge between marketing strategy and execution, ensuring ideas are practical, scalable, and aligned to wholesaler and financial professional needs.
Identify audience needs through research and field insights, and turn them into resources for the wholesaling team.
Evaluate the competitive landscape and industry trends to uncover differentiated opportunities.
Collaborate with internal partners to identify, evaluate, and engage external partners, including agencies, consultants, and industry experts, aligned to specific initiatives.
Support partner selection and onboarding processes, including research, evaluation, and recommendations, while working in coordination with teams that own existing relationships.
Contribute to project execution involving external partners, partnering closely with internal stakeholders and, where appropriate, serving as the day‑to‑day contact for specific initiatives.
Build business cases, define scope, and develop statements of work for external engagements.
Develop clear strategy documents, creative briefs, and integrated plans that drive execution and adoption.
Influence stakeholders and drive alignment across functions to move initiatives forward.
Track performance and continuously refine approach based on results and feedback.
Perform additional duties as assigned.
Be present in the office four days a week.
Required Qualifications
Bachelor’s degree in marketing, business, or related field.
8+ years of experience in marketing strategy, consulting, practice management, or financial services marketing.
Proven ability to build and execute strategic roadmaps from concept through delivery.
Strong critical thinking skills with the ability to turn insights into clear, actionable strategies.
Experience working with and managing external partners or vendors.
Ability to develop business cases and define scope for complex initiatives.
Demonstrated ability to influence stakeholders and drive alignment across teams.
Strong organizational skills with the ability to manage multiple priorities independently.
Excellent communication skills, including presenting to senior leaders.
Ability to simplify complex concepts into practical, usable solutions.
Preferred Qualifications
Background working with financial professionals or within life insurance, annuities, or wealth management.
Proven ability to develop practice management or sales enablement strategies.
Familiarity with engaging industry experts or thought leaders.
Experience evaluating or implementing white‑labeled solutions.
Advanced degree or relevant professional designation preferred.
Strong executive presence, sound judgment, and the ability to present to senior leaders and gain buy‑in.
Salary
Base Pay Range: $137,610.00 - $168,190.00. 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.
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.
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.
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Senior Marketing Strategist, Practice Management
Pacific Asset Management, LLC · Newport Beach, CA, USA ·
- Pay:
- $137,610-$168,190/yr
- Job type:
- Full Time