Penn Mutual

DevOps Engineer

• Lead reliability availability, scalability, and recovery design for critical systems.
• Define and evolve SLOs, SLIs, and error budget practices across services.
• Identify systemic reliability risks and drive cross-team remediation efforts.
• Influence application and platform architecture to improve operational outcomes.
• Act as a technical lead during major incidents and complex outages.
• Drive high-quality root cause analysis and recommend corrective actions.
• Improve incident response processes, tooling, and runbooks.
• Design and implement advanced automation to eliminate operational toil at scale.
• Build and maintain shared SRE tooling and platforms.
• Set engineering standards for reliability-focused code and operational practices.
• Review and improve CI/CD, deployment, and rollback strategies.
• Partner with Release and Change Management to automate release practices.
• Lead risk assessments for high impact changes and releases.
• Ensure compliance requirements are met without sacrificing engineering velocity.
• Serve as a reliability authority for release readiness decisions.
• Mentor junior SREs and junior engineers through technical guidance and review.
• Lead by example in operational excellence and engineering rigor.
• Influence reliability culture across engineering and product teams.

Senior Site Reliability Engineer

AI Engineer

• Design, implement, and maintain production AI services using AWS native technologies.
• Build and operate retrieval augmented generation (RAG) pipelines.
• Engineer LLM enabled APIs and workflows that integrate directly into enterprise applications.
• Develop solutions for unstructured data and document intelligence.
• Apply strong software engineering practices ensuring AI systems meet requirements for performance, scalability, security, cost efficiency, and resilience.
• Partner with platform and operations teams to support production readiness and monitoring of AI workloads.
• Collaborate closely with Architecture, Data, Platform, and Product teams.
• Provide technical leadership through implementation, code reviews, and design guidance for AI related initiatives.
• Mentor engineers and teams on applied AI engineering patterns and responsible AI practices.
• Ensure AI solutions adhere to enterprise governance, security, privacy, and model risk standards.

Senior Staff AI Engineer

Full-stack Engineer

• Provide strategic leadership and direction across multiple application development teams through engineering managers
• Lead and develop engineering managers
• Oversee a portfolio of software initiatives across teams
• Define and evolve application development strategy, platforms, and architectural direction
• Partner with product, business, IT operations, security, and architecture leaders
• Establish and govern standards, best practices, and quality frameworks
• Manage resource allocation, including budgeting and staffing
• Proactively identify and manage delivery, technology, and organizational risks
• Drive continuous improvement in engineering practices

Director, Software Engineering

Financial Planning and Analysis

• Lead the annual budgeting and quarterly forecasting processes for corporate and field distribution units.
• Build, maintain, and improve robust financial models to forecast revenue, commissions, operating expenses, headcount, and profitability.
• Partner with business leaders to align financial forecasts with operational strategies and business initiatives.
• Prepare monthly and quarterly financial reporting packages, including KPI dashboards, variance analysis, trend reports, and executive level summaries.
• Analyze financial performance for firms, financial professional compensation structures, product revenue channels, and expense categories.
• Identify business risks, emerging trends, and opportunities for revenue optimization or cost efficiencies.
• Act as a finance partner to distribution leaders, field offices, and operational management.
• Provide data driven insights that support recruiting, productivity improvement, territory expansion, and financial professional retention efforts.
• Educate nonfinance stakeholders on financial concepts to support better decision making.
• Support the implementation or optimization of financial systems, BI tools, and data automation.
• Drive standardization of reporting and analytical approaches across the organization.
• Support strategic initiatives such as new compensation design, geographic expansion analysis, product profitability, and cost benefit evaluations.
• Conduct ad hoc analyses for senior leadership and contribute to board level reporting materials.

Financial Planning and Analysis Manager

Operations

• Manage multiple new account and maintenance operations queues
• Provide support and resolution for inquiries from Financial Professionals and Field Offices
• Recommend and implement process improvements to enhance service delivery
• Collaborate with internal teams and external partners to resolve escalated issues
• Successfully completes regulatory and job training requirements

Senior Operations Specialist – New Accounts

Customer Support

• Provide support to financial professionals, field leaders, and internal teams in an efficient and accurate manner
• Execute, review, and approve equity, option, fixed income, and mutual fund trades via the Pershing platform
• Provide real-time equity quotes, fixed income inventory details, and market information to Financial Professionals
• Support trade reviews, corrections, option activity, and corporate actions as needed
• Review daily reports and monitor debit balances to ensure compliance with firm and regulatory guidelines
• Review and approve disbursements with strong attention to controls and risk mitigation
• Address and resolve complex and escalated trading inquiries efficiently and professionally
• Maintain and update desktop procedures and documentation to ensure operational integrity
• Serve as a primary point of contact and liaison between Pershing, HTK Operations, and Financial Professionals for trade-related questions and issue resolution
• Communicate clearly and proactively with internal partners and leadership regarding trading activity, trends, and exceptions
• Represent HTK Operations in departmental meetings and provide subject matter expertise as needed
• Contribute to department-level initiatives, operational projects, and technology enhancements
• Identify opportunities to streamline processes and elevate the financial professional experience

Senior Trade Support Specialist

• Process and provide ongoing queue management for Cashiering and Advisory Ops
• Provides ongoing support related to advisory accounts
• Recommend and facilitate process changes to continuously improve the customer experience
• Provides support for Field Office staff, Field Office support staff, and our Financial Professionals
• Takes lead in handling processing queues for the advisory platform and all cashiering queues
• Successfully completes regulatory and job training requirements
• Handles simple to complex emails or calls from our clients/ financial professionals
• Accepts ownership of interaction and provide a high caliber of service and follow through escalating complex issues as appropriate
• Communicate with the field daily, either via phone, email or in person
• Adheres to service level of agreement (SLA) and individual/ team metrics
• Handle Envestnet Billing for Quarterly fees Processing of Financial Planning Fees
• Provide dedicated support via phone and e-mail to HTK Financial Professionals and Field Management in an efficient and accurate manner
• Provide project level support as needed
• Detailed NetX and Envestnet platform knowledge
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Performs other duties as assigned
• Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation

Senior Operations Cashiering and Advisory Specialist

• Provide thought leadership and guidance to various stakeholders within the business and IT with respect to AI and AI related initiatives including recommendations for adoption, implementation, tooling, and technology transformation.
• Architect scalable AI solutions aligned with Penn’s Connected Data Strategy as defined by the head of architecture and CTO.
• Assist Head of Architecture with project planning via recommendations on scope, estimates, priority, and dependencies.
• Build enterprise AI reference architectures and reusable patterns using best practices and that can be followed by application development teams.
• Guide teams in Integrating AI capabilities into AWS-native Lakehouse architecture as well as standing up RAG, Document Intelligence, conversational AI, and agentic automation where appropriate.
• Collaborate with compliance and governance teams on applicable standards and policies pertaining to AI solutions, ensuring all deliverables are observable and adhere to those policies.
• Establish standards, processes, and best practices to ensure the reliability, security, and scalability of AI based solutions.
• Work closely with other departments, such as product management, IT operations, and business stakeholders, to understand requirements and deliver solutions that meet business needs.
• Mentor as well as present guidance where needed in the IM&T department with respect to AI industry trends, challenges, risk management, and solution implementation improvements.
• Support the head of architecture with evaluating third-party vendors and service providers that provide AI or AI adjacent capabilities.

Senior Staff AI Architect

Administrative Assistant

• Performs diverse administrative duties in the field office
• Processes all new business to include review of applications and forms for accuracy
• Provides new business updates and reports to Financial Professionals and Field Manager
• Builds strong relationships with Home Office, Underwriting, and other 3rd party administrators

Senior Administrative Associate

Analyst

• Serve as a primary point of contact for Financial Professionals
• Process commission adjustments and other transactions
• Collaborate with peers to resolve issues affecting Financial Professionals
• Leverage knowledge of Penn Mutual product and systems

LCC Analyst II

Claims Specialist

• Review and adjudicate standard and moderately complex life and annuity claims in compliance with policies and regulations.
• Adjudicates and pays claims within established service level agreements (SLAs) up to $1M.
• Validate beneficiary designations and process payments accurately within documented procedures and team SLAs.
• Identify and escalate highly complex or unusual cases to senior team members or management.
• Maintain accurate records and documentation for all claims handled.
• Communicate effectively with beneficiaries, agents, and internal stakeholders to resolve inquiries.
• Navigate multiple administrative systems, workflows, and imaging tools with a high level of organization.

Senior Claims Examiner

Program Manager

• Provide strategic leadership to enterprise initiatives by shaping long-term roadmaps, defining success metrics, and translating strategy into executable plans.
• Serve as a strategic partner to senior leadership, enabling informed decision-making, resolving competing priorities, and ensuring organization-wide alignment.
• Take a proactive and structured approach to problem solving—asking strategic questions, challenging assumptions, and driving cross-functional collaboration.
• Facilitate clear, meaningful communication across all levels of the organization—from front-line associates to senior executives.
• Create and deliver compelling artifacts (e.g., presentations, roadmaps, visual models) tailored to diverse audiences and contexts.
• Develop, maintain, and communicate program roadmaps, timelines, and key milestones.
• Manage complex sets of interrelated projects ensuring alignment, synergy, and synchronized delivery and realization of business outcomes.
• Partner with senior leadership and cross-functional teams to drive transparency, alignment, and accountability on program deliverables.
• Oversee governance and compliance by ensuring adherence to reporting requirements, risk management practices, and organizational best practices, maintaining transparency and program integrity at all levels.
• Champion AI enablement by using AI tools and technologies to enhance individual and team performance, decision-making, and innovation.