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Portfolio Manager

Company: Pacific Life
Location: Lynchburg
Posted on: January 14, 2020

Job Description:

Job Description
Pacific Life is currently seeking a talented Portfolio Manager to support the Life Division in Lynchburg, VA. The Life Insurance Division works with financial and insurance professionals to give families and businesses the life insurance coverage needed to help meet important financial protection, wealth accumulation, and wealth preservation goals.


The Portfolio Manager will manage and conduct oversight of the Broad Market's strategic project and program spend budget, and will include the following responsibilities:

* Direct management of the Broad Market project managers. Ensure team is staffed to support needed projects, managing PM variable resource model currently staffed by outside vendor vs Pacific Life FTEs.

* Ensure clear prioritization of projects across multiple systems and functions.

* Lead and conduct capacity planning model needed to efficiently manage and plan for project resources across systems, vendors, internal PL associates and functions. Highlight upcoming resource challenges and assist business to creatively address those challenges.

* May be called upon to manage division-wide initiatives.

* Question alignment of project priorities with business strategy.

* Manage program spend budget.

* Implement more formal project CBA process used for prioritization, process for managing projects within budget and process to analyze CBAs post implementation.

* Actively participate as a project manager on projects as needed.

Given resources are both internal Pacific Life associates, vendors and in multiple locations, this leader needs to have effective techniques to motivate associates and to ensure team is actively progressing towards goal whether they are physically present or at a remote location.


* 10+ years experience in the life insurance industry.

* technology experience (developer, quality analyst and/or business analyst), project management experience with multi-functional, multi-site, complex, $1MM+ projects with high visibility.

* Proven ability to motivate, manage and influence across, up or down the chain of command.

* Ability to develop trusting, open relationships with teams and to critically think through numerous issues and priorities and appropriately align resources and team focus.

* PMP certification, bachelors degree and insurance industry designation preferred.


Join the Pacific Life team and watch your career grow! We offer a competitive compensation and benefits package that includes: Competitive salary and bonus program Medical, dental, and vision as part our commitment in investing in the health and wellbeing of our employees Two retirement savings plans: 401k savings plan with company match and Company Retirement Contribution (company-paid) Generous vacation time and holiday pay And much more!

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.

About Pacific Life
For more than 150 years, Pacific Life has offered innovative products and services including life insurance, annuities, and mutual funds, along with a variety of investment products, all of which provide The Power to Help You Succeed. We firmly believe each employee plays a part in our continued growth and success, and we pride ourselves in providing a work environment that is challenging, inclusive, collaborative, and results-oriented. With a powerful past and a strong future, Pacific Life offers an environment where you re empowered to achieve your personal best. In return, we look to your passion and insight to help us grow. For additional company information, including current financial strength ratings, visit

Keywords: Pacific Life, Lynchburg , Portfolio Manager, Executive , Lynchburg, Virginia

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