Top Tech Jobs & Startup Jobs in NYC, NY

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.

Manages accounting functions, ledger closings, reconciliations, journal vouchers, financial analysis, audit support, regulatory and GAAP reporting, insurance filings, consolidations, and process improvements. The role researches accounting guidance, documents controls, supports management reporting, participates in projects, and collaborates with financial management teams across affiliated insurance entities.

Develop and optimize content for financial professionals, translating complex topics into clear, engaging narratives. Own content initiatives from concept through publication, create thought leadership and sales enablement materials, repurpose content across channels, and evaluate performance. Coordinate campaigns, stakeholder reviews, approvals, timelines, and cross-functional meetings using project workflows such as Asana. Ensure content meets brand and regulatory requirements while identifying emerging marketing trends and improvement opportunities.

Leads advanced sales support for life insurance and annuity products by advising producers and field leaders on business succession, executive benefits, estate planning, taxation, and wealth transfer strategies. Provides case design, legal and technical guidance, client proposals, seminars, continuing education, training materials, and sales resources. Collaborates with product, underwriting, marketing, and field teams while managing external vendors and supporting Advanced Sales Department operations.

Supports financial professionals by creating and presenting comprehensive financial plans for individuals and business owners. Analyzes retirement, investment, tax, estate, insurance, education, and risk-management needs; coordinates specialists and client strategies; maintains documentation and compliance records; guides planning discussions; tracks follow-up actions; researches planning topics; and improves workflows, reporting, quality control, and technology adoption.

Lead end-to-end IT risk-based audits, test ITGCs and key IT risks, manage continuous audit testing, support external audits, advise on new technologies (cloud, AI, cybersecurity), communicate findings to leadership, and lead team development and advisory projects across the enterprise.

Sell and recruit independent life insurance financial professionals, coach practice management, design and promote case solutions, meet territory sales goals, run regional marketing/study groups, and maintain compliance while traveling frequently to build producer relationships and grow Penn Mutual production.