Teams at Penn Mutual

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.