HTK, Sr. Training Specialist

PML Penn Mutual Life Insurance Company; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

Penn Mutual Life Insurance Company in the United States seeks a Sr. Training Specialist to advance training, workforce capability, and knowledge management for HTK Operations.

You will translate operational and regulatory needs into practical solutions that boost employee readiness and effectiveness. You will design and deliver blended learning, coordinate onboarding, assess performance, and work with stakeholders to continuously improve programs using Microsoft 365 tools and AI-enabled

Qualifications

• Bachelor’s degree in business, Education, Organizational Development, Instructional Design, Financial Services, or related field.
• 5+ years of training, performance consulting, organizational development, or related experience.
• 5+ years of Broker-Dealer and/or RIA experience with brokerage operations knowledge.
• Strong instructional design, facilitation, adult-learning, communication and project-management skills.
• Experience translating complex requirements into learning and performance-support solutions.

Responsibilities

• Translate business and regulatory needs into actionable training and readiness plans.
• Design, develop, deliver, and maintain blended learning and performance supports.
• Facilitate training for employees, leaders, SMEs, and trainers; use feedback to improve solutions.
• Coordinate readiness for technology and workflow changes; manage pilots and rollout activities.
• Develop onboarding and role-based learning plans; assess proficiency and cross-train resources.
• Maintain knowledge management standards; monitor content accuracy and ownership.
• Analyze performance trends and risks; recommend training improvements.
• Independent management of initiatives; communicate progress and risks to stakeholders.
• Use Microsoft 365, learning technologies, and AI-enabled tools to enhance content and analysis.

Skills

Instructional design

Facilitation

Project management

Stakeholder management

Data analysis

Microsoft 365

AI-enabled tools

Broker-Dealer knowledge

Education

Bachelor’s degree (business, Education, Organizational Development, Instructional Design, Financial Services)

Tools

Articulate 360

Microsoft Copilot

Docupace

NetX360

Envestnet

Job description

The HTK, Sr. Training Specialist supports training, workforce capability, operational readiness, performance improvement, and knowledge management for HTK Operations. Working with the HTK, Training Principal and business stakeholders, this role translates operational, technology and regulatory needs into practical solutions that improve employee readiness and effectiveness.

Key Responsibilities

• Translate HTK Operations business, technology, regulatory, and workforce needs into actionable training and readiness plans in partnership with the HTK, Training Principal.
• Design, develop, deliver, and maintain blended learning, job aids, communications, assessments, and point-of-need performance support using adult learning and instructional design principles.
• Facilitate training and learning activities for employees, leaders, subject matter experts, and business trainers; apply feedback and performance data to continuously improve solutions.
• Support readiness for technology and workflow changes by coordinating learning materials, pilots, rollout activities, reinforcement, and measurement.
• Develop and maintain structured onboarding, role-based learning plans, systems and regulatory training, proficiency assessments and cross-training resources.
• Apply and reinforce established knowledge management and Shelf governance standards; monitor content accuracy, currency, ownership, usability, and review status.
• Partner with Operations and Quality to analyze performance trends, errors, audit findings, and risks; recommend and evaluate training or performance improvements.
• Independently manage assigned initiatives, coordinate stakeholders and dependencies, communicate progress and risks, and escalat[e] significant issues as appropriate.
• Use Microsoft 365, learning technologies, and AI-enabled tools to enhance training, content, technical writing, analysis, and knowledge management.

Qualifications

• Bachelor’s degree in business, Education, Organizational Development, Instructional Design, Financial Services, or a related field; equivalent education and experience may be considered.
• 5+ years of relevant training, performance consulting, organizational development, operational readiness, knowledge management, or related experience.
• 5+ years of Broker-Dealer and/or RIA experience with knowledge of brokerage operations such as New Accounts, Cashiering, Trading, Commissions, Licensing, Operations Controls, advisor support, or supervision.
• Strong instructional design, facilitation, adult-learning, communication, analytical, influencing, and project-management skills; ability to independently manage assigned initiatives and multiple priorities.
• Experience translating complex operational, regulatory, technical, and business requirements into practical learning and performance-support solutions.
• Ability to build stakeholder alignment, drive follow-through, and influence outcomes without direct authority.
• Advanced proficiency with Microsoft 365 applications, learning technologies such as Articulate 360, and AI-enabled tools, including Microsoft Copilot, Claude, and similar platforms.
• Preferred Experience with Docupace, NetX360, Envestnet, HUB, FIS, Shelf, or comparable financial services and knowledge management platforms.
• Experience supporting Broker-Dealer or Registered Investment Adviser operations; financial services licenses (e.g., Series 7, 63, 65, or comparable licenses) are a plus.

Base Salary Range - $80,000 - $100,000

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management.

To learn more, including current financial strength ratings, visit www.pennmutual.com.

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

You’ve got big plans. You want to do work that matters. And you have high expectations for the next step in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too.