The Operations Manager leads a team responsible for trading, licensing, and compensation while ensuring regulatory compliance and operational efficiency. They serve as a key liaison between the firm and field partners, driving process improvements and the integration of AI technologies.
The Operations Manager leads a team of registered principals to review and approve brokerage and advisory account applications while ensuring compliance with regulatory standards. They also monitor performance metrics, manage escalations, and drive continuous improvement through AI adoption and quality assurance.
The Staff M365 Engineer will serve as the technical authority for the enterprise Microsoft 365 ecosystem, overseeing architecture, security, and reliability. This role involves leading platform enablement, driving automation, and collaborating across teams to ensure business productivity and compliance.
Perform actuarial calculations and analyses to support product development, financial management, and risk management initiatives. Prepare reports and documentation while collaborating with cross-functional departments to improve actuarial efficiency.
The External Wholesaler is responsible for recruiting and profiling independent financial professionals to drive life insurance sales within the South Region. They provide practice management coaching and advanced marketing support to help financial professionals grow their business and achieve sales goals.
The External Wholesaler is responsible for recruiting and soliciting life insurance financial professionals to drive sales of Penn Mutual life insurance products. They also provide practice management coaching to help financial professionals grow their businesses and achieve sales goals.
