Job Search Results for financial services

We are seeking a Technical Business Analyst with a strong application and database background to support vendor-supported financial applications within a regulated banking environment. This role sits... More firmly on the technical side of the organization and requires someone who is highly proactive, driven, and confident working directly with financial business users to extract requirements and translate them into clear, actionable user stories.This is not a role focused on changing business processes or solution design. Instead, the ideal candidate excels at asking the right questions, understanding how users get from point A to point B, and accurately giving that information back to technical teams through well-written stories, documentation, and acceptance criteria. Personality, initiative, and communication style are critical to success in this role. Candidates with prior banking experience?especially prior experience at the bank or rehires?are strongly preferred. This role is 3x onsite in Charlotte, NC.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The IT Operations & Service Delivery Manager is responsible for ensuring consistent, high quality delivery of managed IT services provided to all 70+ customers. This role bridges technical execution,... More client relationships, contracts, vendors, and internal operations to ensure services are delivered efficiently, profitably, and in alignment with client expectations.Onsite expectations are preferably 4 days a week. Some flexibility will be permitted as needed for the onsite requirements. This will ensure proper escalations with team and customers are met with the technicians. Schedules for the field technicians are handled and coordinated with efficiency for job locations and priority. Key ResponsibilitiesService Delivery & Operational Management?Ensure IT service delivery aligns with contractual commitments and operational standards.?Establish and maintain operational procedures, documentation standards, and service workflows.?Identify opportunities to improve service quality, consistency, and operational efficiency through standardization and automation.Client Relationship Management?Act as a primary point of contact for operational and service related client needs.?Build and maintain strong, long term client relationships focused on trust and value delivery.?Lead regular service reviews with customers, addressing performance, risks, and improvement opportunities.?Partner with leadership to align service delivery with client business goals.Contract & Service Management?Manage managed services agreements, statements of work, and service contracts.?Ensure services delivered remain within agreed scope and pricing structures.Billing & Financial Coordination?Review service usage, licensing allocations, and workstation reporting to support accurate invoices.?Assist leadership with pricing strategy, margin analysis, and cost optimization initiatives.Vendor & Technology Partner Management?Manage relationships with technology vendors, distributors, and service providers.?Evaluate vendors based on reliability, cost, security posture, and service alignment.?Coordinate vendor escalations, support cases, and technical engagements as needed.?Track emerging technologies and vendor offerings to improve service delivery and competitiveness.Team Support & Enablement?Ensure staff follow established standards, procedures, and best practices.?Promote consistency in service delivery across all client environments.?Collaborate with leadership to identify training needs and operational gaps.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

In this role, you will work closely with IT, Security, and Risk stakeholders to ensure technology risks are effectively identified, assessed, and managed across the enterprise. You will facilitate IT... More RCSAs, document risks and controls within ServiceNow IRM, and track remediation of issues resulting from assessments and audits. You will regularly prepare dashboards and risk reports for leadership, support audit evidence requests, and help enhance GRC processes through automation and tool optimization. Your work directly contributes to maintaining a strong, sustainable, and compliant IT control environment within a financial services organization.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Process Delegate to support one of our largest financial clients in Chandler, AZ. This individual will fall within Core Technology Infrastructure ? Infrastructure... More Automation Services provide the tech platforms, standards, governance, and training to support automation of every aspect of infrastructure resources. Responsibilities are as follows:- Support execution of the strategy and risk management discipline across the execution domains- Monitor RISE (Risk Integration Support Environment) deliverables: including items pending SOR validation, early identification and escalation of blockers- Provide SPI Oversight: Enterprise Process requirements and performance goals are met across SPI where IAS is owning or performing ERH. Intra month identification and remediation of anomalies. Controls and metrics provide assurance of issue remediation sustainability- Ensure EOL Policy adherence: On-going monitoring of committed End Of Life remediation dates, establish a routine to review the remediation plans with product managers, proactively identify date modifications and drivers. Provide timely status to senior management - Drive Vulnerability remediation within SLA or robust justification for ERP: Track and analyze vulnerabilities ensuring on time remediation or timely documentation and approvals of ERPs and proactively working with appropriate teams for timely resolution.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a report writer that will be responsible for developing, maintaining, and troubleshooting reports across the organization using reporting tools including Crystal... More Reports, Microsoft SQL Server Management Studio, and SQL Server Reporting Services (SSRS). This role works closely with business users to understand reporting requirements and translate those needs into accurate, efficient, and user-friendly reports. The Report Writer will develop both simple and complex SQL queries, stored procedures, and views to support operational and financial reporting needs.Essential Duties and Responsibilities? Collaborate with users and stakeholders to gather requirements, define reporting needs, and document report specifications? Develop and maintain reports using Crystal Reports and SQL Server Reporting Services (SSRS)? Write and optimize SQL queries, including complex joins, nested queries, subqueries, views, and stored procedures? Validate and reconcile report data to ensure accuracy and reliability? Troubleshoot and resolve report errors, performance issues, and data discrepancies? Maintain existing reports and modify them as business needs evolve? Follow company standards, processes, and documentation practices for report development? Communicate findings and results clearly to users and assist with report usage when neededWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking a Senior Technical Writer to support documentation efforts for advanced AI and machine learning platforms. This is a part-time, contract role ideal for an experienced technical writer... More who has spent a significant portion of their career working with modern documentation tools, AI-driven products, and complex technical systems.The ideal candidate brings 10+ years of technical writing experience, stays current with the latest documentation technologies and workflows, and is comfortable translating highly technical concepts into clear, accurate, and user-focused content. Experience within the financial services industry is strongly preferred.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial... More planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:- All aspects of trade calculation, execution, and communication with custodians and teammates.- Reviews all activity for accuracy of account information.- Ensures correct ticket entry and order routing.- Maintain communication with team and assists in resolving any settlement problems.- Reconcile daily and monthly reports as assigned.- Monitor portfolio drift to ensure adherence to strategy and client target allocations.- Support advisors with complex trading requests.- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and bestpractices are being followed.- Identify and implement process improvements to drive efficiencies within the department.- Maintains and updates of all the centrally managed models within our trading system.- Adherence to GIPS policy standards and procedures while preparing and executing trades.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Administrative Assistant will provide day-to-day administrative support to the Customer Operations Manager within a utility environment. This role focuses heavily on payment services support,... More including mail processing, physical check handling, inbox and calendar management, and documentation support. The ideal candidate is detail-oriented, organized, and comfortable handling confidential customer and financial information in a fast-paced, process-driven setting.Responsibilities:Provide administrative support to the Customer Operations Manager, including managing calendars and scheduling meetings.Manage and monitor a shared inbox, routing inquiries appropriately and responding to routine requests.Send standardized outbound communications, including generic emails to external partners such as mobile home parks.Support paperless billing operations by processing returned bills and related correspondence.Assist with the handling, tracking, and processing of a high volume of physical checks in alignment with payment services procedures.Receive, sort, and route incoming mail related to credit and payment services, including sensitive documents such as bankruptcy notices.Support check-related workflows by assisting with documentation, reconciliation support, and internal coordination.Help develop, document, and maintain standard operating procedures (SOPs), outlining step-by-step processes for payment and mail handling.Ensure accurate recordkeeping and adherence to internal controls, compliance requirements, and utility policies.Provide general administrative support as needed, including document management and process support.This is a hybrid position and the Admin will need to be onsite Monday-Thursday weekly.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A financial services client in the Pittsburgh area is seeking an Informatica developer. This person would be joining the App Dev team that is currently working to migrate to legacy applications to... More AWS. This is a very interactive role and project. Therefore, strong interpersonal skills and communication will be necessary for success.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for an Application Support Analyst to join a confidential Tier-1 financial services client supporting a high-visibility, client-facing online trading platform used by... More thousands of investors daily. This is a strong resume-building opportunity with exposure to modern cloud technologies and long-term growth potential.What You?ll Be DoingProvide production support and incident management for a Tier-1 online trading applicationSupport 3?4 core modules, including Account Opening, Trading, Cash Transfers, and Internal Agent PortalInvestigate, triage, and resolve production issues with a focus on business impactRun incident bridges and communicate clearly with technical and business stakeholdersSupport Azure cloud components and OpenShift microservicesParticipate in after-hours code deployments (every 5th week, compensated with time in lieu)Act as an SME for change impact assessments and service improvementsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less