Jobs at Penn Mutual

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.

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.

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.