Penn Mutual
Penn Mutual
1,001 – 5,000 Employees
H1B Visa Sponsor
Penn Mutual is an established organization founded in 1847. Explore its company profile for current information and opportunities listed through the job aggregator.

Principal Training and Performance Partner - Penn Mutual Remote

Lead training, performance, and readiness initiatives for Penn Mutual’s U.S. financial-services operations. Support brokerage workflows, technology changes, onboarding, regulatory education, and knowledge management.

Description

  • Develop training, performance, and readiness strategies that support HTK Operations’ business, technology, regulatory, and workforce priorities.
  • Advise leaders on performance and capability gaps, recommending solutions across people, processes, knowledge, technology, and training.
  • Lead readiness for technology and workflow changes through impact assessments, learning plans, pilots, rollout support, measurement, and sustainment.
  • Build and improve onboarding and workforce-readiness programs using role-based learning, systems training, regulatory education, proficiency assessments, cross-training, and reinforcement.
  • Maintain knowledge-management and Shelf governance standards so content remains accurate, current, searchable, and easy to use.
  • Work with Operations and Quality to analyze performance trends, errors, audit findings, and risks, then define and evaluate improvement actions.
  • Direct complex cross-functional initiatives, influence stakeholders without formal authority, and communicate priorities, risks, decisions, and results.
  • Use Microsoft 365, learning platforms, and AI-enabled tools to enhance training, content, analysis, and knowledge management.

Requirements

  • Bachelor’s degree in business, education, organizational development, instructional design, financial services, or a related field; equivalent education and experience may be considered.
  • At least 7 years of relevant experience in training, performance consulting, organizational development, operational readiness, knowledge management, or a related area.
  • At least 7 years of Broker-Dealer and/or RIA experience, including knowledge of brokerage operations such as new accounts, cashiering, trading, commissions, licensing, operations controls, advisor support, or supervision.
  • Proven success leading training, performance, operational-readiness, change-management, and knowledge-management initiatives that improve employee performance and business results.
  • Experience identifying performance and capability gaps and using data and business insight to recommend training, coaching, process, communication, knowledge-management, or performance-support solutions.
  • Strong relationship-building, instructional-design, facilitation, adult-learning, consulting, communication, analytical, influencing, and project-management skills, with the ability to manage multiple priorities independently.
  • Advanced proficiency with Microsoft 365, learning technologies such as Articulate 360, and AI-enabled tools, with responsible application and appropriate governance and quality controls.
  • Preferred: Experience with Docupace, NetX360, Envestnet, HUB, FIS, or comparable financial-services platforms.
  • Preferred: Experience supporting Broker-Dealer or Registered Investment Adviser operations; financial-services licenses such as Series 7, 63, or 65 are a plus.

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