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Nov 04, 2022

Port Huron, MI

|

Financial Services

|

Contract,Perm Possible

|

$14 - $18 (hourly estimate)

{"JobID":235833,"JobType":["Contract,Perm Possible"],"EmployerID":null,"Location":{"Latitude":-82.4198181818182,"Longitude":42.9712727272727,"Distance":null},"State":"Michigan","Zip":"48060","ReferenceID":"CLT-0013ec94-fb94-403c-99c6-a76a255867d3","PostedDate":"\/Date(1667522517000)\/","Description":"-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated \u0026 a strong team-player-Detail-orientedWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC \"Know Your Rights\" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Finance Specialist","City":"Port Huron","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Prior banking experience","Skills":"Insight Global is looking for recent graduates to join one of their major Financial Services clients. (To be considered, all applicants must be located in or willing to relocate to St. Louis, Milwaukee, or Minneapolis). These candidates will join the banks Technology \u0026 Trust division to bolster BAU functions while the bank replatforms their accounting system. No prior experience in banking or finance is required. The only qualifications are: 1) a Bachelors degree and 2) an excitement to build a career in Financial Services. Some open positions include: Accountant, Business Analyst, Mutual Fund Trader, Corporate Actions, Reconciliation Analyst, Settlements Analyst, Treasury Analyst, and Tax Analyst.","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":18.0000,"SalaryLow":14.4000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated & a strong team-player-Detail-orientedWe are a... company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .

Oct 09, 2025

Saint Louis, MO

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Financial Services

|

Contract-to-perm

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$18 - $23 (hourly estimate)

{"JobID":453637,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-90.24,"Longitude":38.63,"Distance":null},"State":"Missouri","Zip":"63110","ReferenceID":"STL-74947db7-e84a-4ff5-98c1-83076c8f224c","PostedDate":"\/Date(1760027935000)\/","Description":"A client of Insight Global is looking for a Home Loan Specialist to join their team in the St. Louis, MO area. The Home Loan Specialist will be responsible for reviewing loan documents, identifying and rectifying any inaccuracies that could lead to loan rejection related to changes in loan amount, interest rates, appraisal value, credit, etc. Upon discovery of inaccuracies, the Home Loan Specialist will communicate with internal underwriting and credit policy teams to clarify guidelines, discuss potential resolutions for the inaccuracies, and see through necessary approvals. This individual is required to work 5 days a week onsite.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Home Loan Specialist","City":"Saint Louis","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Ability to communicate effectively, both verbally and writtenEfficiency in utilizing Microsoft Office SuitePrior Financial Services experienceA driven individual looking to grow within the Financial Services industryMust possess critical thinking skills Must be a quick learner and adaptable to a changing environment","Skills":"Associates DegreeProficiency in Encompass softwarePrior mortgage loan experienceCome from a Math background","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":23.0000,"SalaryLow":18.4000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

A client of Insight Global is looking for a Home Loan Specialist to join their team in the St. Louis, MO area. The Home Loan Specialist will be responsible for reviewing loan documents, identifying... and rectifying any inaccuracies that could lead to loan rejection related to changes in loan amount, interest rates, appraisal value, credit, etc. Upon discovery of inaccuracies, the Home Loan Specialist will communicate with internal underwriting and credit policy teams to clarify guidelines, discuss potential resolutions for the inaccuracies, and see through necessary approvals. This individual is required to work 5 days a week onsite.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/.

Oct 24, 2025

Cincinnati, OH

|

Project Manager

|

Contract

|

$46 - $57 (hourly estimate)

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A large financial organization is seeking a Technical Product Owner that will sit onsite in Cincinnati Ohio for a long term contract. As a Technical Product Owner, you will lead the strategic... planning, development, and management of financial products or services designed to enable the seamless transfer, payment, and movement of funds for our customers. You will collaborate with cross-functional teams, prioritize features, and ensure the delivery of secure, efficient, and user-friendly solutions. You will join an established scrum team that is responsible for modernizing their collections platform and the platform's middleware.Team Leadership: Lead cross-functional teams, including product managers, designers, developers, and QA testers, to ensure successful product development and delivery.Market Research: Stay informed about industry trends, regulatory changes, and customer preferences related to financial transactions to identify opportunities for innovation and improvement.Requirements Definition: Collaborate with stakeholders to gather and prioritize product requirements, considering customer needs, compliance, and security.Agile Development: Implement agile methodologies to manage the product development process, including sprint planning, backlog grooming, and iteration reviews.Security and Compliance: Ensure that all products comply with regulatory requirements and security standards, including data privacy and fraud prevention.Risk Management: Identify and mitigate risks associated with! financial transactions, payment processing, and funds movement.Stakeholder Communication: Keep internal and external stakeholders informed about product progress, updates, and any issues or challenges.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/.

Oct 24, 2025

New York, NY

|

Financial Services

|

Perm

|

$165k - $175k (estimate)

{"JobID":440926,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.99,"Longitude":40.71,"Distance":null},"State":"New York","Zip":"10016","ReferenceID":"NYC-ad087a9a-e846-423b-b279-10364bbda9d3","PostedDate":"\/Date(1761307510000)\/","Description":"Day-to-Day One of our religious affiliated financial clients is looking for a Senior Contracts Counsel to join their team sitting in Midtown Manhattan 3x a week. On a daily basis the Contracts Counsel will work on a broad range of complex and sensitive legal and business issues to give real-time analysis and practical advice. They will manage multiple priorities across the different units of the organization, such as vendor management, publishing, property \u0026 casualty, technology, and benefits.The Contracts Counsel role is not only to serve as legal counsel to the business units and corporate units for a wide range of commercial and corporate contracts with an emphasis on contract review and support, but to lead a cross functional effort to create contract workflows, create efficiencies in vendor management and an implementation strategy. They will most commonly work on Business contracts creating standard business terms and/or negotiating special terms, regulatory compliance, and creation of standard client boilerpate terms. They will collaborate closely with internal stakeholders, subject matter experts and the privacy team on legal and business risks, compliance, and contract strategy to ensure alignment with applicable laws and internal policies.ESSENTIAL DUTIES AND RESPONSIBILITIES include:?Draft, review, and negotiate commercial contracts including complex SaaS and data technology-related agreements (cloud, cybersecurity, software licensing) and third-party consulting contracts?Collaborate closely with the vendor management team to develop standard vendor contract templates and SLA terms?Collaborate closely with the vendor management team to create and implement a contract and vendor management strategy and improve knowledge management practices, documenting necessary policies and procedures?Collaborate closely with the vendor management team to conduct due diligence, contract reviews and risk assessments, identifying non-compliance issues and mitigation strategies?Collaborate closely with internal stakeholders, subject matter experts and the privacy team on legal and business risks, compliance, and contract strategy?Demonstrate strong contract drafting and negotiation skills with a business-centric mindset and a clear ability to translate business needs into practical legal solutions?Excellent communication skills with the ability to communicate with stakeholders in a clear, understandable way?Comfortable working autonomously but collaboratively, with a high level of personal accountability, able to make decisions in a fast-paced and demanding environment?Highly effective at building and maintaining strong cross-functional, internal relationships and with outside counsel?Demonstrated resilience, resourcefulness, and self-confidence with a high degree of personal integrityWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Contracts Counsel","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must Haves: ?5+ years of relevant experience in a law firm and/or in-house legal department?Strong background in SaaS/data technology, health care and pension third party service providers, and general commercial contracts?Skilled in contract management, problem-solving, strategic negotiations, with a deep understanding of risk allocation and mitigation and regulatory frameworks?J.D. from an accredited U.S. law school?Qualified attorney with active license to practice law in New York?Proficiency in MS 365 suite of applications including but not limited to Word, SharePoint, and Excel","Skills":"Plusses ?Familiarity with U.S. data privacy laws (e.g. HIPAA, CCPA, CIPA) is a bonus?Coming from an insurance, annuities, benefits, disability, and/or financial background","Industry":"Financial Services","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":175000.0000,"SalaryLow":165000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Day-to-Day One of our religious affiliated financial clients is looking for a Senior Contracts Counsel to join their team sitting in Midtown Manhattan 3x a week. On a daily basis the Contracts... Counsel will work on a broad range of complex and sensitive legal and business issues to give real-time analysis and practical advice. They will manage multiple priorities across the different units of the organization, such as vendor management, publishing, property & casualty, technology, and benefits.The Contracts Counsel role is not only to serve as legal counsel to the business units and corporate units for a wide range of commercial and corporate contracts with an emphasis on contract review and support, but to lead a cross functional effort to create contract workflows, create efficiencies in vendor management and an implementation strategy. They will most commonly work on Business contracts creating standard business terms and/or negotiating special terms, regulatory compliance, and creation of standard client boilerpate terms. They will collaborate closely with internal stakeholders, subject matter experts and the privacy team on legal and business risks, compliance, and contract strategy to ensure alignment with applicable laws and internal policies.ESSENTIAL DUTIES AND RESPONSIBILITIES include:?Draft, review, and negotiate commercial contracts including complex SaaS and data technology-related agreements (cloud, cybersecurity, software licensing) and third-party consulting contracts?Collaborate closely with the vendor management team to develop standard vendor contract templates and SLA terms?Collaborate closely with the vendor management team to create and implement a contract and vendor management strategy and improve knowledge management practices, documenting necessary policies and procedures?Collaborate closely with the vendor management team to conduct due diligence, contract reviews and risk assessments, identifying non-compliance issues and mitigation strategies?Collaborate closely with internal stakeholders, subject matter experts and the privacy team on legal and business risks, compliance, and contract strategy?Demonstrate strong contract drafting and negotiation skills with a business-centric mindset and a clear ability to translate business needs into practical legal solutions?Excellent communication skills with the ability to communicate with stakeholders in a clear, understandable way?Comfortable working autonomously but collaboratively, with a high level of personal accountability, able to make decisions in a fast-paced and demanding environment?Highly effective at building and maintaining strong cross-functional, internal relationships and with outside counsel?Demonstrated resilience, resourcefulness, and self-confidence with a high degree of personal integrityWe 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/.

Oct 17, 2025

Austin, TX

|

Financial Services

|

Contract-to-perm

|

$22 - $27 (hourly estimate)

{"JobID":456940,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-97.74,"Longitude":30.26,"Distance":null},"State":"Texas","Zip":"78750","ReferenceID":"AUS-5bb2bebc-88fb-4c1d-8ad7-215eca1511ee","PostedDate":"\/Date(1760718587000)\/","Description":"Responsible for concept, design, creation and delivery of marketing related content (written and graphical) that supports social media marketing efforts for the various branches and departments of DHI Mortgage and DHI Financial Services. The position will work on multiple projects and campaigns at a time. ?Strategize, plan, manage and maintain content of all DHI Mortgage social media initiatives including Facebook, LinkedIn, Twitter and Instagram?Advocate and demonstrate good use of social media among branch users?Ensure that all content is approved, accurate and continuously up to date. Keep corporate sites updated with fresh, relevant and engaging content?Monitor corporate and outside social media outlets, and recommend improvements, if necessary?Review web-based marketing content for grammar and factual information?Report on the growth and analytics of all social media initiatives?Support DHI Mortgage users with social analytics and social media tools?Provide feedback and analysis to Marketing and Branch/Department Managers on their social media initiatives?Format and incorporate graphics, logos, videos, content, etc. for specific assignments and posting?Stay current on social media best practices and integrate them into the overall marketing strategy for the business?Train branch users on DHI Mortgage Compliance approved practices?Become and remain familiar with mortgage specific products and services, licensing, disclosure and any other DHI Mortgage Compliance requirements using internal resources?Conducts all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company?Ability to work overtime?Regular and reliable attendanceWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Social Media Specialist","City":"Austin","ExpirationDate":null,"PriorityOrder":0,"Requirements":"1.Associate degree or equivalent from two-year college or technical school2.Two years of related experience and/or training developing, managing and analyzing social media platforms for brands in a corporate setting3.Ability to communicate effectively with all employees, including the executive committee4.Must be able to work within tight deadlines and budget(s)5.Excellent communication, organizational and time management skills6.Ability to manage multiple responsibilities with attention to detail in a fast-paced environment7.Ability to apply common sense understanding to carry out instructions furnished in written oral form or via DHI Mortgage applications8.Proficiency with MS Office and email9.Ability to sit for majority of 8-hour workday; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Specific vision abilities required by this job include close vision and peripheral vision10.The noise level is generally moderate","Skills":"1.Bachelor\u0027s degree from four-year college or university preferred2.Proficient or have working knowledge of Google and Social Media Analytics, Adobe suite of tools (PhotoShop, etc.), HTML, CSS and other markup languages a plus","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":27.0000,"SalaryLow":21.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Responsible for concept, design, creation and delivery of marketing related content (written and graphical) that supports social media marketing efforts for the various branches and departments of... DHI Mortgage and DHI Financial Services. The position will work on multiple projects and campaigns at a time. ?Strategize, plan, manage and maintain content of all DHI Mortgage social media initiatives including Facebook, LinkedIn, Twitter and Instagram?Advocate and demonstrate good use of social media among branch users?Ensure that all content is approved, accurate and continuously up to date. Keep corporate sites updated with fresh, relevant and engaging content?Monitor corporate and outside social media outlets, and recommend improvements, if necessary?Review web-based marketing content for grammar and factual information?Report on the growth and analytics of all social media initiatives?Support DHI Mortgage users with social analytics and social media tools?Provide feedback and analysis to Marketing and Branch/Department Managers on their social media initiatives?Format and incorporate graphics, logos, videos, content, etc. for specific assignments and posting?Stay current on social media best practices and integrate them into the overall marketing strategy for the business?Train branch users on DHI Mortgage Compliance approved practices?Become and remain familiar with mortgage specific products and services, licensing, disclosure and any other DHI Mortgage Compliance requirements using internal resources?Conducts all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company?Ability to work overtime?Regular and reliable attendanceWe 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/.

Oct 29, 2025

Tampa, FL

|

Financial Services

|

Perm

|

$56k - $70k (estimate)

{"JobID":461196,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-82.48,"Longitude":27.95,"Distance":null},"State":"Florida","Zip":"33609","ReferenceID":"TPA-a807eb0f-9c70-4688-bd90-375c34f2b31f","PostedDate":"\/Date(1761743116000)\/","Description":"Job Description:One of our financial services clients is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join their growing team. This essential role helps to provide high-quality/high-touch critical administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Client Service Representative","City":"Tampa","ExpirationDate":null,"PriorityOrder":0,"Requirements":"*Client Relationship Management (CRM) software, or similar contact management software* Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)* Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.* Working with multiple Custodians and account maintenance.* 215 or 214 license Preferred -- Must obtain within 90 days.* 1+ years of experience working in the wealth management field","Skills":"","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":70000.0000,"SalaryLow":56000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Job Description:One of our financial services clients is seeking a dynamic Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join their growing team. This... essential role helps to provide high-quality/high-touch critical administrative support to Financial Advisors, their prospective and existing clients, and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.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/.

Oct 29, 2025

Toronto, ON

|

Financial Services

|

Contract

|

$50 - $62 (hourly estimate)

{"JobID":461617,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5V 2","ReferenceID":"TOR-93466c29-4975-4daa-8b1d-5f3f9039cfdc","PostedDate":"\/Date(1761773940000)\/","Description":"We are seeking a Digital Product Manager to support the Acquisition Pillar of a major banking client?s marketing technology transformation. This role focuses on driving acquisition initiatives for debit and credit products through public websites, leveraging Adobe Experience Manager (AEM), Adobe Analytics, and Google Analytics (GA4). The position requires strong stakeholder management and collaboration across multiple teams.Key Responsibilities? Lead acquisition application projects for debit and credit products, including backend integration.? Manage communications and stakeholder engagement across multiple teams.? Drive digital product strategy, roadmap planning, and execution.? Conduct data analysis and identify patterns to inform product decisions.? Collaborate with UX, design, engineering, and technical product owners to deliver outcomes.? Lead agile ceremonies: standups, backlog grooming, sprint planning.? Write user stories, monitor and optimize customer journeys and pain points for acquisition flows.? Partner with acquisition marketing, paid media, and web marketing teams.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Digital Product Manager","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? 3+ years experience in digital product management.? 2+ years experience with Adobe AEM, Adobe Analytics, GA4, CDP, Salesforce? Experience with Jira, Confluence, Miro, Figma, PowerPoint? Strong stakeholder management and communication skills.? Understanding of customer journeys and front-end experiences.? Ability to create and manage product roadmaps and deliver in agile environments.","Skills":"? UX design exposure and technical understanding.? Familiarity with personalization, journey mapping, and content strategy.?Experience in banking or financial services.","Industry":"Financial Services","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":62.0000,"SalaryLow":49.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

We are seeking a Digital Product Manager to support the Acquisition Pillar of a major banking client?s marketing technology transformation. This role focuses on driving acquisition initiatives for... debit and credit products through public websites, leveraging Adobe Experience Manager (AEM), Adobe Analytics, and Google Analytics (GA4). The position requires strong stakeholder management and collaboration across multiple teams.Key Responsibilities? Lead acquisition application projects for debit and credit products, including backend integration.? Manage communications and stakeholder engagement across multiple teams.? Drive digital product strategy, roadmap planning, and execution.? Conduct data analysis and identify patterns to inform product decisions.? Collaborate with UX, design, engineering, and technical product owners to deliver outcomes.? Lead agile ceremonies: standups, backlog grooming, sprint planning.? Write user stories, monitor and optimize customer journeys and pain points for acquisition flows.? Partner with acquisition marketing, paid media, and web marketing teams.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/.

Sep 15, 2025

Plano, TX

|

Financial Services

|

Contract

|

$63 - $78 (hourly estimate)

{"JobID":444444,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-96.74,"Longitude":33.04,"Distance":null},"State":"Texas","Zip":"75024","ReferenceID":"NYC-93b06f19-079f-4263-96a2-3bbe08c08814","PostedDate":"\/Date(1757968059000)\/","Description":"Day-to-Day Insight Global is seeking an Infrastructure Project Manager to join one of their top financial clients 3 days a week onsite. This individual will be joining the Application Production Support \u0026 Engineering team and will be responsible coordinating the delivery of infrastructure and compliance around end-to-end management of enterprise-wide technology projects and deliverables. They will support end-to-end infrastructure technology projects by gathering requirements and coordinating the design and build of hardware, including servers, network, and storage. The role has matrix execution responsibility across all technology organizations and the line of business, including the LOB Portfolio/Program Manager on the business side responsible for delivering the program/projects. They will partner with Program Managers and SMEs to create business requirements for technology solutions as well as assist with technology estimates and manages low to moderate complexity technology solutions for projects, including a full-scale deployment in a live environment. This person is proactive in driving projects forward while effectively balancing initiative and strategy. They build positive relationships with stakeholders and use the right questions and tools to uncover root causes to business challenges, identify opportunities and make recommendations.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Infrastructure Project Manager","City":"Plano","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must-haves -8+ years experience within Infrastructure project management -Strong understanding of leading large scale, complex infrastructure delivery projects (servers, storage, network, etc.)-Well versed in supporting IT organizations \u0026 groups (cover anything from audit, NPT, revenue, regulatory, review of the trading book, TplusOne regulations, etc.)- Experience using Jira for reporting and workflow management -Financial services/banking experience (Enterprise level)-Dynamic, delivery driven mindset! Get immersed in understanding the business, understand the problem they?re trying to solve and then synthesize that information into actional plan and delivery","Skills":"Plusses -Previous experience at Bank of America (Huge Plus) -Scrum or Agile certifications","Industry":"Financial Services","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":78.3800,"SalaryLow":62.7040,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Day-to-Day Insight Global is seeking an Infrastructure Project Manager to join one of their top financial clients 3 days a week onsite. This individual will be joining the Application Production... Support & Engineering team and will be responsible coordinating the delivery of infrastructure and compliance around end-to-end management of enterprise-wide technology projects and deliverables. They will support end-to-end infrastructure technology projects by gathering requirements and coordinating the design and build of hardware, including servers, network, and storage. The role has matrix execution responsibility across all technology organizations and the line of business, including the LOB Portfolio/Program Manager on the business side responsible for delivering the program/projects. They will partner with Program Managers and SMEs to create business requirements for technology solutions as well as assist with technology estimates and manages low to moderate complexity technology solutions for projects, including a full-scale deployment in a live environment. This person is proactive in driving projects forward while effectively balancing initiative and strategy. They build positive relationships with stakeholders and use the right questions and tools to uncover root causes to business challenges, identify opportunities and make recommendations.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/.

Oct 22, 2025

Philadelphia, PA

|

Financial Services

|

Contract

|

$54 - $68 (hourly estimate)

{"JobID":458766,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-75.16,"Longitude":39.95,"Distance":null},"State":"Pennsylvania","Zip":"19103","ReferenceID":"PHL-3e7f8e5a-5992-4daf-b2cb-8264332808b4","PostedDate":"\/Date(1761161908000)\/","Description":"We are seeking an experienced Financial Technology Project Manager to lead and coordinate a strategic technology initiative in the trading and investment operations domain. This role involves close collaboration with technology teams, traders, and operations to deliver high-impact solutions that streamline trade flows, normalize data across systems, and support front-to-back integration. Some responsibilities include but are not limited to:- Lead cross-functional projects involving multiple trading platforms (e.g., DTCC, Tradeweb, Bloomberg, Vestmark).- Translate complex business requirements from traders, money managers, and advisors into actionable technical specifications.- Manage trade lifecycle initiatives covering pre-trade, order entry, routing, and post-trade processing.- Interface with stakeholders to ensure alignment on goals, timelines, and deliverables.- Drive UI/UX development initiatives (e.g., React-based front ends) by bridging communication between users and developers.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"FinTech Project Manager","City":"Philadelphia","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 5+ years of project management experience in trading or investment operations environments.- Strong familiarity with trade flows and market systems including FIX, FIXML, MQ, APIs.- Ability to read and interpret technical documents and file formats (e.g., ISO 15022, SWIFT MT, MRO files, Python).- Proven experience managing the development of front-end and back-end systems collaboratively.- Solid understanding of SMA, UMA models, and the roles of financial advisors, money managers, and traders.- Proven ability to drive results by managing timelines, enforcing accountability, and ensuring deliverables are met across business, technology, and operations stakeholders.","Skills":"- Knowledge of equity, fixed income, and options products is highly preferred.","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":68.0000,"SalaryLow":54.4000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

We are seeking an experienced Financial Technology Project Manager to lead and coordinate a strategic technology initiative in the trading and investment operations domain. This role involves close... collaboration with technology teams, traders, and operations to deliver high-impact solutions that streamline trade flows, normalize data across systems, and support front-to-back integration. Some responsibilities include but are not limited to:- Lead cross-functional projects involving multiple trading platforms (e.g., DTCC, Tradeweb, Bloomberg, Vestmark).- Translate complex business requirements from traders, money managers, and advisors into actionable technical specifications.- Manage trade lifecycle initiatives covering pre-trade, order entry, routing, and post-trade processing.- Interface with stakeholders to ensure alignment on goals, timelines, and deliverables.- Drive UI/UX development initiatives (e.g., React-based front ends) by bridging communication between users and developers.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/.

Oct 10, 2025

Wayne, NJ

|

Financial Services

|

Contract

|

$22 - $27 (hourly estimate)

{"JobID":454230,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-74.2427,"Longitude":40.9472,"Distance":null},"State":"New Jersey","Zip":"07470","ReferenceID":"NYC-8e60c59e-fdf5-45f1-9d19-83b7460fdea1","PostedDate":"\/Date(1760123801000)\/","Description":"A large banking client is looking for a Customer Service Representative to join their Mortgage Services organization. They will be responding to call and emails from borrowers regarding their mortgage. They will be assisting Escrow analysts on reporting and payments. This individual can be taking anywhere from 20-40 calls a day to answer these client questions. These representatives are often having to conduct research for more complex client issues that require greater attention. This will require this individual to have excellent customer service, multitasking and time management skills.Responsibilities include:- Assist borrowers, attorneys, settlement agents, collection staff and other staff with billing statement and payment posting inquiries, payoff requests, and general loan inquiries/information.- Assist the Payoff/Satisfaction Department in the preparation of payoff statements for borrowers, settlement agents and VNB Closing Department.- Review in detail the complexity of initial and annual escrow analysis statements with borrowers.- Prepare amortization schedules.- Respond to basic tax and insurance questions.- Review and resolve all customer service complaints.- Receive and process borrower telephone payments (speed pay).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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Escrow Customer Service Representative","City":"Wayne","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-2+ years of experience in the mortgage industry with general knowledge of the products and lifecycle from origination to closing- Experience with Mortgage Servicing and Escrow Analysis-Strong client services skills and ability to multitask-Ability to commute to Wayne, NJ 5 days a week","Skills":"","Industry":"Financial Services","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":27.0000,"SalaryLow":21.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

A large banking client is looking for a Customer Service Representative to join their Mortgage Services organization. They will be responding to call and emails from borrowers regarding their... mortgage. They will be assisting Escrow analysts on reporting and payments. This individual can be taking anywhere from 20-40 calls a day to answer these client questions. These representatives are often having to conduct research for more complex client issues that require greater attention. This will require this individual to have excellent customer service, multitasking and time management skills.Responsibilities include:- Assist borrowers, attorneys, settlement agents, collection staff and other staff with billing statement and payment posting inquiries, payoff requests, and general loan inquiries/information.- Assist the Payoff/Satisfaction Department in the preparation of payoff statements for borrowers, settlement agents and VNB Closing Department.- Review in detail the complexity of initial and annual escrow analysis statements with borrowers.- Prepare amortization schedules.- Respond to basic tax and insurance questions.- Review and resolve all customer service complaints.- Receive and process borrower telephone payments (speed pay).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/.

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