Jobs at Penn Mutual

Provides technical leadership for brokerage and RIA technology platforms, defining architecture, standards, roadmaps, and reusable AWS serverless data-integration capabilities. Leads complex cross-team initiatives, architecture reviews, technical risk resolution, and solution delivery while remaining hands-on. Partners with business, product, cybersecurity, and engineering leaders, mentors senior engineers, evaluates emerging technologies, and promotes scalable, secure, observable, and reliable engineering practices.

Supports the maintenance, revision, approval, repository management, and online posting of organizational forms and correspondence. Coordinates print and direct-mail campaigns, production schedules, vendor instructions, estimates, inventory, fulfillment materials, and issue resolution. Partners with internal teams, vendors, and technology groups to ensure accuracy, compliance with procedures, budget alignment, and timely delivery of outgoing communications.

Supports financial professionals and planning specialists by gathering and maintaining client financial data, preparing planning reports and analyses, and assisting with comprehensive recommendations across retirement, investments, insurance, estate, tax, and risk management. Coordinates with advisors and clients, maintains compliant records, researches planning strategies, and contributes to client-facing materials. Also helps integrate AI tools, promote adoption, and coach teammates on effective use.

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.

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%.

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.

Conduct fundamental credit research on corporate issuers across investment-grade and high-yield sectors. Build financial models, analyze statements, assess capital structures and liquidity, identify relative value opportunities, monitor portfolio holdings, prepare written research and presentations, and collaborate with portfolio managers and traders to support portfolio construction, risk management, and investment decisions.

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.