Job Search Results for financial services

Insight Global is seeking Delivery Leads to oversee delivery across multiple Agile pods supporting a Wealth Management technology portfolio. This role will lead delivery for a mix of core platforms,... More vendor applications, and AI-driven initiatives, ensuring alignment with enterprise risk, legal, and responsible AI frameworks. The Delivery Lead will play a key role in moving POCs into funded initiatives, including AI chatbot and advisor-facing solutions built on the Microsoft Azure ecosystem.Key Responsibilities- Lead end-to-end delivery across multiple Agile pods and initiatives- Drive execution of AI and cloud-based programs, from POC through production- Ensure delivery aligns with legal, risk, and responsible AI frameworks- Coordinate across engineering, architecture, QA, and business stakeholders- Track delivery milestones, dependencies, and risks across a complex application landscapeWe 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

Our client (RIA) in Bloomington, MN is seeking a Business Analyst / Business Systems Analyst to support enterprise data initiatives, including Data Lake ingestion, Data Governance, and future... More AI-driven projects. This role focuses on defining data requirements, improving data quality, and managing the impact of data changes across systems such as Salesforce and Tamarac.Responsibilities include:? Document data and system requirements supporting Data Lake and Data Governance initiatives? Support data governance projects focused on cleaning and standardizing existing data? Confirm scope, requirements, and testing approach? Partner with stakeholders across the data team? Act as liaison when data changes occur: ? Communicate field additions/deletions/transformations? Perform impact analysis? Coordinate with data scientists and system owners? Document changes and ensure clear communication to downstream usersWe 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, the individual will capture business requirements through system modeling, prototyping, and documentation while producing wireframes, process diagrams, and analytical models to support... More design and analysis. They will perform project-related and ad-hoc analysis, act as a liaison between Value Stream teams and business units to facilitate process analysis, documentation, and user story development, and assist with project prioritization, scoping, and process improvements. The position involves active participation in all Scrum ceremonies, including planning, backlog refinement, daily stand-ups, retrospectives, and sprint reviews, as well as collaborating with business units to understand needs, strategies, and products. The IT Business Analyst ensures smooth delivery of new products, services, and processes within the value stream. As part of the Value Stream Ready Team, they centralize the gathering and documentation of business and IT requirements, support planning and process analysis, and work with business units to capture project needs. They also plan, create, and deploy IT solutions while clarifying requirements, researching business and IT questions, and outlining processes for the team.This role is a 6 month contract to hire. The expectation is that this individual will convert full time, pending performance. Annual salary expectations are from 90,000-100,000. Please note that pay will be negotiated and numbers can fluctuate depending on experience.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 Vice President of Operations is the operational heartbeat of the organization ? ensuring that every department works in harmony to deliver a consistent, exceptional experience for clients,... More residents, and team members.The Vice President of Operations is responsible for strategic and operational leadership across all Community Association Management offices in North Carolina and South Carolina. This includes ensuring consistent execution and service delivery across multiple locations and cultivating alignment across distributed teams.This leader partners closely with the VP of Sales to ensure operational readiness aligns with growth, retention, and service delivery goals. They translate strategy into execution, holding department heads accountable for measurable results while supporting their professional growth and ensuring each team lives out our brand promise.The ideal candidate is a strong, strategic operator ? capable of diagnosing complex issues, implementing scalable solutions, and sustaining accountability across multiple departmentsKey Responsibilities:- Serve as a core member of the executive leadership team, collaborating with other VPs to execute the company?s vision and strategic priorities.- Lead, coach, and develop department heads across Community Management, Association Coordination, Compliance, Resident Services, and Administration.- Oversee and optimize cross-office operations across all NC and SC offices, ensuring consistency in process, communication, and service delivery across geographicallydistributed teams.- Build a culture of accountability, clarity, and collaboration, ensuring every operational department executes its responsibilities effectively and consistently.- Partner with the VP of Sales to align client onboarding, retention, and service delivery processes to support sustainable growth.- Identify and resolve systemic issues, bottlenecks, and inefficiencies across departments to improve workflow and service quality.- Implement and oversee operational rhythms ? department reviews, leadership check-ins, and performance meetings ? to ensure consistent communication and alignment.- Oversee staffing strategies, leadership development, and performance management across all operational teams.- Establish and refine standard operating procedures (SOPs), ensuring scalability, documentation, and alignment with company standards.- Monitor performance metrics, client satisfaction, service levels, and financial performance to inform strategic decisions.- Foster cross-department collaboration with Finance, HR, Maintenance, and Sales to strengthen company-wide communication and cohesion.- Serve as a trusted advisor and strategic partner to the President & CEO, contributing to company-wide initiatives, process improvement, and long-term growth strategies.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

An employer is looking for Annuities Customer Care Specialists to join their team in Shelton, CT . This person will join the newly created "brainchild" of two well established private equity... More firms--this new company will be focused on the fixed annuity space of life insurance. The Customer Care Specialist will work in a call center environment from 8am-6pm EST. He/she will report into the Customer Care Supervisor and will provide personalized support to customers through all digital avenues including over the phone, email, SMS, and online chat. Other tasks include be aren't limited to:? Effectively manage complex cases, document changes, and resolve customer inquiries? Manage high call volumes, respond promptly to written and verbal inquiries, and maintain high performance metrics ? Leverage product expertise to provide tailored support ; educate customers on self-service tools? Complete clear documentation of all client interactions and requests ? Ensure compliance with industry regulations, standards, and legal requirements and policies specific to the insurance sector--including customer data protection, claims handling, and privacy laws? Collaborate cross-functionally with internal teams and vendor partners to escalate and resolve complex issues; escalate critical issues to the Supervisor? Utilized advanced AI tools to improve client interactions, streamline service delivery, and enhance overall operational efficiencies This person will serve as the first point of contact customers will have and will need to provide exceptional service delivery as the company launches in Q1 2025. This is an amazing opportunity to join a start-up insurance company backed by well-established private equity firms! Compensation for this role is 65-85k per year annually. Compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include generous paid time off, medical and dental insurance offerings, and 401k.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 Director, Facilities & Utilities is a hands-on leadership role that oversees the daily operations, execution strategies and overall performance of the teams responsible for theme park facility... More maintenance, MEP and infrastructure. This position interfaces with leaders from various client groups including the Operations, Entertainment, Food, and Retail departments, among others. This position is responsible for building a strong partnership with, and at times supporting, sister organizations in CityWalk/Hilltop Operations and NBCU Studio Facilities/Operations. In addition to daily routine and corrective maintenance operations, this position is responsible for building and implementing broader preventive maintenance programs.Responsibilities:?Lead the day-to-day operations of the Facilities Maintenance & Utilities teams, to include general maintenance, HVAC, electrical, plumbing/water treatment, kitchen/refrigeration, and HazMat teams. Oversee the utilization of third-party services that support and augment routine maintenance needs for specific equipment and asset types.?Ensure timely response resolution to high priority issues that need immediate attention and ensure timely communication with clients on issues of any priority. Implement process improvements or efficiencies as needed.?Lead the management team in the creation and implementation of preventive maintenance programs. Drive process changes, and cultural shift as needed, to ensure collection of the appropriate data to drive preventive strategies.?Develop and prioritize annual Capital and Expense plans that best meet the needs of the business, assets, and client base. Build asset lifecycles and roadmaps to inform extended long-range financial planning. ?Maintain responsibility for asset replacement and improvement projects, as well as emergency maintenance projects. Support the Project Management Office in execution of larger or multi-disciplinary planned work.?Partner with the Facilities Construction & Scenic teams to cross-utilize trades as needed to support both maintenance and project labor demand.?Review all scope of work documents, as well as designs of all new creative content, to ensure project success and standards are being met. Develop design guiding principles which are comprehensive of lessons learned and sound maintenance practices. Stay current on new material systems and techniques.?Drive widespread utilization of business systems and software for MRO (e.g., Maximo) and support upcoming implementation of platforms for capital planning/execution and lifecycle management.?Ensure all Team Members are properly trained for work activities and safe work practices. Support the development and growth of all Team Members. Champion for the right tools and resources to enable Team Member performance. Create an environment in which Team Members feel supported, heard, and a sense of belonging.?Build strong relationships and trust with fellow leaders in the Technical Services department and partner together to drive initiatives and culture across all teams. Have a willingness to work across established roles & responsibilities to ensure business and client needs are met. Take collective ownership of the overall success of the department.?Manage client and leadership expectations in all aspects of the work, demonstrating flexibility and commitment while adhering to business parameters and bandwidth limitations. Demonstrate understanding and empathy toward clients and build sustainable positive relationships with stakeholders at all levels.?Interface with Senior Leaders on routine business updates, park operational impacts, and proposed strategies or initiatives for improved maintenance and sustainment of park infrastructure & assets.?As maintenance emergencies can be unpredictable, ensure readiness as a leader and readiness of the team to adapt to any situation. This is an onsite role with the potential for occasional nights and weekends.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

?Project management role supporting Global Markets Operations. Role focuses on delivery of key operations excellence & strategic programs impacting people/ process/ technology change .?Role... More coordinates delivery across Ops SMEs and multiple technology teams.?Responsible for end to end delivery / execution of the project. oThis includes coordinating requirements with SMEs, managing delivery timelines, organizing UAT and E2E Testing, Release / go live coordination as well as training and communications. oDrive delivery across multiple, competing priorities, ensuring milestones are met and activities are executed in line with agreed policies and procedures.oLead defect management and issue resolution, proactively removing delivery roadblocks to enable successful testing and implementation.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 Solution Architect to support a Wealth Management technology organization undergoing cloud and AI transformation. This role will design solutions across a diverse... More application ecosystem, including legacy platforms, vendor systems, and new AI-enabled capabilities built on the Microsoft Azure stack. The architect will play a key role in shaping responsible AI solutions, including RAG-based architectures, while ensuring alignment with enterprise risk and governance standards.Key Responsibilities- Design end-to-end solutions across legacy, vendor, and cloud-native platforms- Define architectures for AI-enabled applications, including RAG-based solutions- Ensure solutions align with responsible AI, legal, and risk frameworks- Guide development teams within Agile pods on architecture and design standards- Support modernization and platform evolution using Azure, AI Foundry, and GitHubWe 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 Security Integration Architect to design and lead the API-based integration between Archer and Black Kite within a large enterprise risk environment. This role is heavily... More focused on API gateway design, integration process mapping, and operational efficiency frameworks, particularly within Archer. The successful candidate will act as a strategic architect, not a developer, owning design decisions, workflows, and escalation frameworks.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 are seeking a Mac-focused Trellix Firewall Engineer to build and implement a Mac client firewall platform from the ground up as part of a transition away from an existing Mac firewall... More solution.This role is heavily hands-on and build-focused, requiring someone who can create and deploy Mac firewall policies, not just maintain or tune an existing environment. Once the solution is implemented, the internal Windows-based team will take over ongoing support.The ideal candidate has strong experience with Mac endpoint security and client-based firewalls, with Trellix strongly preferred due to centralized policy management by the security policy team.Day to day responsibilities include:?Manage and respond to Trellix firewall policy requests and security incidents on macOS?Configure, support, and troubleshoot Trellix on Mac endpoints?Work with internal teams to follow approved change, policy, and problem management processes?Diagnose application compatibility and system resource issues?Document configurations, findings, and operational processesWe 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