Jobs at Penn Mutual

Lead reliability strategy and architecture for distributed systems in a regulated financial environment. Design automation, observability, SLOs, SLIs, incident response, CI/CD, deployment, rollback, and release practices. Lead major incident response and root cause analysis, improve operational tooling, assess change risk, ensure compliance, and mentor engineers while influencing application and platform architecture.

Partners with leaders and employees on talent strategy, employee relations, performance management, engagement, succession, development, and organizational effectiveness. Provides coaching, analyzes workforce trends, supports investigations and change initiatives, and collaborates with HR centers of excellence, Legal, and Compliance. Helps implement people programs and strengthen culture, retention, and the associate experience.

The Solution Manager coordinates complex business and technology initiatives across multiple teams. Responsibilities include initiative readiness, quarterly planning, cross-team coordination, dependency and risk management, delivery monitoring, dashboards, reporting, retrospectives, and continuous improvement. The role aligns stakeholders, facilitates planning and issue resolution, improves execution visibility, and supports predictable delivery without owning portfolio strategy, funding, or resource allocation.

Serves as the strategic training, performance, workforce readiness, and knowledge management partner for operations. Diagnoses capability gaps, develops onboarding and readiness programs, supports technology and workflow changes, improves knowledge governance, and partners with Operations and Quality to address performance trends, errors, audit findings, and risks. The role leads cross-functional initiatives and applies learning technologies, Microsoft 365, and AI-enabled tools within broker-dealer and registered investment adviser operations.

Supports training, workforce capability, operational readiness, performance improvement, and knowledge management for HTK Operations. Designs and delivers blended learning, onboarding, assessments, job aids, communications, and performance support. Coordinates training for technology and workflow changes, maintains knowledge governance, analyzes performance and compliance trends, and manages stakeholder initiatives. The role requires extensive instructional design, facilitation, financial-services operations, regulatory, and broker-dealer or RIA experience, along with proficiency in Microsoft 365, Articulate 360, and AI-enabled tools.

Provides administrative, operational, reporting, scheduling, database, event, travel, and project support to senior distribution and operations leaders. Coordinates meetings, field engagement, onboarding, vendor payments, presentations, expenses, and department initiatives. Maintains CRM and business databases, improves reporting and workflows, and applies AI and emerging technologies to increase efficiency. Requires strong organization, communication, judgment, Microsoft Office proficiency, and familiarity with financial services distribution.

Provides strategic sales, legal, and technical guidance on advanced life insurance and annuity concepts, including business succession, executive benefits, estate planning, taxation, and wealth transfer. Supports producers through case design, proposals, presentations, research, education, and seminars. Develops training and marketing materials, manages advanced sales vendors, and collaborates with field and home office teams to drive sophisticated insurance sales.

Generates life insurance sales by recruiting, coaching, and supporting independent financial professionals across the Phoenix territory. Responsibilities include practice management, sales solicitation, case design, field underwriting, product marketing, territory management, regulatory compliance, and relationship development. The role requires frequent face-to-face meetings, regional marketing events, collaboration with internal teams, and travel of up to 70%.

Leads registered principals overseeing brokerage, advisory, mutual fund, and variable product account-opening reviews. Ensures suitability, KYC/AML, supervisory, regulatory, and eligibility standards are consistently applied. Manages escalations, quality assurance, controls, training, metrics, audits, regulatory exams, and continuous improvement initiatives while partnering with Operations, Compliance, Legal, and Risk.

Leads enterprise Microsoft 365 architecture, engineering, security, governance, migrations, and operational reliability. Owns Exchange Online, Teams, SharePoint, OneDrive, Power Platform, Copilot, identity integrations, automation, compliance, monitoring, incident response, and service health. The role also drives Zoom-to-Teams migration, modern workplace enablement, technical standards, and roadmap decisions while mentoring engineers and administrators in a regulated enterprise environment.

Performs actuarial calculations and analyses across product development, financial management, reserving, experience studies, risk management, reporting, and regulatory requests. Investigates data and assumption issues, prepares reports and presentations, supports audits and research, and improves actuarial processes using emerging technologies and AI-enabled tools. Collaborates with Accounting and Operations while progressing toward ASA and FSA designations.

An 11-week paid actuarial internship supporting product development, financial management, risk management, and actuarial analytics. Responsibilities include compiling and validating data, conducting actuarial studies and experience analyses, performing calculations and reserve analyses, preparing financial projections and management reports, documenting methodologies and assumptions, and collaborating with business partners. Interns also receive mentorship, technology training, leadership exposure, and presentation-development opportunities.

External wholesaler responsible for recruiting and coaching independent financial professionals to sell Penn Mutual life insurance. Drive sales through prospecting, practice management, case design, and regional meetings; conduct up to 20 weekly face-to-face meetings, manage territory and T&E budget, ensure compliance with FINRA and state regulations, and support channel growth and company initiatives.