Penn Mutual

Human Resources

• Serve as a trusted advisor to executive leadership
• Provide oversight of complex employee relations matters
• Lead enterprise talent initiatives
• Drive the design, implementation, and continuous improvement of HR policies
• Leverage workforce analytics and industry insights to inform decision-making
• Build and develop a high-performing HR team
• Ensure consistent, high-quality HR service delivery

AVP, Human Resources – Operations

Full-stack Engineer

• Lead and manage a diverse team of software engineers, including recruiting, hiring, onboarding, training, and performance management.
• Provide strategic direction and technical leadership to the engineering organization, setting clear objectives, goals, and priorities aligned with company objectives.
• Drive the development and delivery of high-quality software solutions, ensuring adherence to best practices, coding standards, and quality standards.
• Collaborate with product management, stakeholders, and cross-functional teams to define product roadmaps, prioritize initiatives, and allocate resources effectively.
• Foster a culture of innovation, collaboration, and accountability, promoting open communication, feedback, and knowledge sharing among team members.
• Establish and maintain strong relationships with stakeholders at all levels, including executive leadership, to ensure alignment of technical initiatives with business goals.
• Drive continuous improvement and operational excellence within the engineering organization, identifying opportunities for process optimization, tooling enhancements, and technology adoption.
• Manage and track project schedules, budgets, and resources, and ensure timely delivery of software solutions within scope and budget constraints.
• Represent the engineering organization in strategic planning, budgeting, and decision-making processes, and communicate key insights and recommendations to executive leadership.
• Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation.

Director, Software Engineering – Life Product

Director, Software Engineering – Life New Business

• Design, build, and implement full-stack solutions using JavaScript/React, Node.js, Next.js on the front end and Java/Spring (Spring Boot) on the back end, hosted on AWS, ensuring high quality, maintainability, and alignment to business needs.
• Contribute to and lead the design and implementation of scalable, maintainable software solutions that meet performance, reliability, and security expectations.
• Collaborate with the Product Owner, Technical Lead, and other engineers within and across teams to translate features and user stories into well-defined technical approaches and deliver working software.
• Own technical outcomes for assigned features and components, from design through production support.
• Contribute to and improve existing applications by quickly understanding the current state, and documenting designs and flows. Drive enhancements, modernization, refactoring, and upgrades to reduce technical debt and improve stability and user experience.
• Provide technical leadership through mentoring, code reviews, pairing, and knowledge sharing with junior and mid-level engineers.
• Diagnose and troubleshoot complex issues across UI, API, and data layers; implement effective solutions and preventive improvements to ensure system stability and performance.
• Drive innovation and continuous improvement by proposing and implementing better solutions, engineering practices (testing, CI/CD readiness, code quality, observability), processes, and tools.
• Stay current with emerging technologies and assess their relevance and potential impact on our products and engineering practices.
• Communicate technical concepts and decisions clearly to stakeholders at all levels, balancing speed-to-value with sound engineering.
• Contribute to automated testing and quality practices to ensure reliable, maintainable, and secure software delivery.
• Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation.

Senior Software Engineer, Full Stack

• Responsible for designing, delivering, and evolving complex software systems and applications that support Penn Mutual’s business needs.
• Acts as a senior technical authority, responsible for technical standards, tooling, and delivery outcomes across multiple systems or initiatives.
• Partners closely with product, architecture, and engineering leadership to translate business objectives into scalable, reliable, and secure technical solutions while driving execution from design through production.
• Lead the design, development, and implementation of complex software systems and applications.
• Collaborate with cross-functional teams to understand project requirements and translate them into technical specifications.
• Provide technical leadership and guidance to junior and mid-level engineers, including mentoring, code reviews, and knowledge sharing.
• Drive innovation and propose new solutions to improve processes, technologies, and product offerings.
• Architect scalable and maintainable software solutions that meet performance, reliability, and security requirements.
• Lead efforts to diagnose and troubleshoot complex technical issues and implement effective solutions to ensure system stability and performance.
• Stay up to date with emerging technologies and industry trends and evaluate their potential impact on our products and processes.
• Communicate effectively with stakeholders at all levels, including technical and non-technical audiences, to convey technical concepts and decisions.

Staff Software Engineer

• Lead the design, development, and implementation of complex software systems and applications.
• Collaborate with cross-functional teams to understand business and technical requirements and translate them into clear technical specifications.
• Provide technical leadership and mentorship to junior and mid-level engineers through code reviews, coaching, and knowledge sharing.
• Drive innovation by proposing and implementing solutions that improve processes, technologies, and product offerings.
• Partner with Architecture teams to build scalable, maintainable solutions that meet performance, reliability, and security standards.
• Diagnose and resolve complex technical issues, ensuring system stability and optimal performance.
• Stay current with emerging technologies and industry trends and assess their applicability to the organization.
• Communicate effectively with both technical and non-technical stakeholders to explain technical concepts, decisions, and trade-offs.

Senior Software Engineer

Designer

• Performs graphic design (print and digital) and marketing tasks at appropriate skill levels
• Maintains organized files including proper team server protocols, categorizes digital assets, project notes, and communications
• Integrates into collaborative team processes including sharing thoughts and opinions on design and multimedia solutions
• Active team member accountable for working towards shared goals and objectives

Creative Services Summer Intern – Traditional Design

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

• 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