Job Search Results for financial services

A large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Select. This will entail products such as lines of credit, loans, and savings accounts. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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 hiring an Experienced Data Solutions Architect top financial services client within Equities Technology. This role focuses on building enterprise data architecture and business... More ready domain models supporting investment banking, equities, and wealth management. You?ll partner with business teams to define data domains and work with engineers to model trusted data in a Databricks lakehouse, supporting platforms like DealCloud, Power Apps, and Salesforce. Ideal candidates bring strong business acumen with hands on experience in data modeling, SQL, Python, and modern analytics tools.Day-to-day ?Partner with bankers, business leaders, and senior stakeholders to capture workflows, entities, and requirements ?Design and maintain logical and semantic data models aligned to enterprise architecture ?Define attributes, hierarchies, and business rules for core domains (funds, sponsors, deals, coverage, etc.) ?Explore, validate, and transform datasets using SQL, Python, and Databricks ?Shape raw data into business ready domain tables ?Prototype pipelines and transformations before handing off to engineering for production ?Collaborate with internal and external CRM teams to support data decisions in DealCloud and Salesforce ?Present data models and findings to stakeholders and iterate based on feedback ?Act as a trusted bridge between business stakeholders and technical teamsWe 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 large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Custody. This willl entail having contact with registered investment advisors as well as clietns that are working thorugh the investement application. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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 Software Engineer for a full-time opportunity with large Banking client in their Ft. Lauderdale, FL office. This person will join a team that develops high-traffic,... More customer facing web and mobile applications. This Engineer will be responsible for writing API microservices for the large, highly available system. This team focuses on building a client portal that helps integrate SaaS and SSO services. Additionally, they will help upgrade applications to more robust and adaptable architecture and latest technologies like Java 1.8, Maven, Spring boot, Pl/SQL, etc. This Engineer should have a strong understanding of performance tuning , testing processes and CI/CD, and have expertise in writing technical user stories, acceptance criteria's and design documentation.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

Job Description: Insight Global is seeking a Splunk Engineer to support operational monitoring, log analysis, and observability for complex, high-availability systems within a financial services... More environment. This individual will play a critical role in analyzing large volumes of log data across ATM software, middleware, and backend systems to improve system stability, performance, and reliability.Job Responsibilities:Log Analysis & Diagnostics? Perform deep log analysis across ATM software, middleware, and backend systems to identify failures, anomalies, and performance trends.? Leverage centralized logging platforms (Splunk) to troubleshoot complex, multi-system production issues.? Develop and maintain Splunk queries, dashboards, and alerts to proactively detect emerging problems.? Utilize log and event data to support root cause analysis, capacity planning, and platform stability improvements.Monitoring, Metrics & Observability? Define, implement, and maintain operational metrics including availability, latency, error rates, and transaction success.? Build real-time and historical dashboards, alerts, and reports to provide visibility into system and ATM health.? Partner closely with operations, engineering, and support teams to mature observability and reliability practices.? Support incident response efforts by providing actionable insights and data-driven troubleshooting guidance.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

HBC!!! RBFCU!!! Process to close:Submit candidate to Ruby with HR(Once Approved) have candidate apply directlyRuby will coordinate sending out interviewsRuby Siwarga, rsiwarga@rbfcu.org,... More 210-637-4235Company: RBFCUOpenings: 1, Internal Auditor IIIDuration: PermanentSalary: 80-90KLocation: 1 Ikea RBFCU Parkway, San Antonio TXSchedule: 8-5, in office at least 2 days a weekInterview: 3 RoundsHR Interview: (virtual/MS Teams/approx. 30 minutes)Wednesday, May 20th at 2:00pmThursday, May 21st at 11:30amTuesday, May 26th at 9:00am Hiring Manager Interview: (virtual/MS Teams/approx. 1 hour)Friday, May 22nd at 12:30pmTuesday, May 26th at 12:0opm Must-Haves:Bachelor?s Degree in Business, Accounting, Finance, or Technology3+ years of experience in internal audit, public accounting, risk, compliance, or financial servicesAbility to independently plan and execute operational, financial, and compliance auditsStrong knowledge of internal controls, risk management, and governance frameworksExperience working within regulatory and compliance-driven environmentsAbility to document audit work clearly with minimal supervision and reworkAdvanced Microsoft Excel skills (complex formulas, advanced pivot tables)Proficiency with Microsoft Office and Adobe ProfessionalWillingness and ability to obtain CIA, CPA, or CISA certification within 12 months Plusses:Prior experience leading or managing audit engagementsExperience supporting or coordinating regulatory exams and external auditsExposure to data analytics or Computer Assisted Audit Techniques (CAATs)Experience mentoring or training junior auditorsStrong stakeholder management and conflict resolution skills Day-to-Day:Plan and perform operational, financial, and compliance audits using a risk-based approachLead audit engagements, manage audit teams, and ensure milestones are metDocument audit workpapers and conclusions in accordance with IIA standardsIdentify internal control gaps, root causes, and value-add recommendationsDevelop formal audit reports that influence change and drive management buy-inReview and validate corrective action plans to ensure risk mitigationServe as a key resource to Auditors in Charge on audit strategy and testing designSupport regulatory examinations and external audits as the primary internal point of contactUtilize data analytics and CAATs to enhance audit coverage and efficiencyPartner with business units to improve processes, controls, and overall efficiencyProvide guidance, training, and oversight to less experienced auditorsCommunicate audit results and remediation status to various levels of management Job Description:Insight Global is seeking an Internal Auditor III for a top financial services client. This individual will lead and execute operational, financial, and compliance audits using a risk-based, consultative approach designed to add value and improve organizational effectiveness. The Internal Auditor III will partner closely with business leaders, support regulatory examinations, and recommend enhancements to internal controls, risk management, and governance processes. This role is ideal for a seasoned auditor who thrives in a fast-paced, highly regulated environment and enjoys mentoring others while driving continuous improvement.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 AI Engineers/Developers with strong experience in Azure AI Foundry, RAG architectures, and Python automation to support GenAI initiatives for a financial services... More client.This role focuses on building production-grade RAG systems and transitioning from siloed assistants to a standardized, enterprise RAG platform. Candidates must have hands-on experience developing and scaling real-world GenAI applications, not just POCs. Key Responsibilities Build and deploy GenAI applications using Azure AI FoundryDesign end-to-end RAG solutions (ingestion, embeddings, retrieval, orchestration)Consolidate siloed RAG assistants into a shared platformDevelop Python-based workflows for automation, evaluation, and monitoringCreate reusable frameworks for scalable RAG deploymentPartner with teams to define AI architecture and platform strategyWe 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 Java Full Stack Developer to support a large scale credit risk application for a financial services client.This role focuses on backend Java API development and frontend UI changes... More using Angular and reporting tools.The position is based in Charlotte, NC with three days per week onsite.Key ResponsibilitiesBackend DevelopmentDesign and develop Java based REST APIs supporting credit risk workflowsBuild and enhance services using Java version 17 or higherDevelop and optimize integrations with Oracle databases and ExadataEnsure performance, scalability, and security of backend servicesCollaborate with architects and downstream consumers on API contractsFrontend DevelopmentDevelop and modify user interfaces using AngularSupport UI enhancements tied to risk data and reporting requirementsWork closely with backend teams to integrate APIs into the UIReporting and AnalyticsBuild and modify reports using MicroStrategyDevelop dashboards and visualizations using TableauSupport reporting needs tied to credit risk metrics and analysisCollaboration and DeliveryWork closely with product owners, QA, and risk stakeholdersParticipate in code reviews and technical design discussionsFollow enterprise development standards and SDLC 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

Insight Global is seeking a Climate Control Branch Manager (Profit Center Manager) for a top equipment rental and services client. This individual will have full responsibility for the performance of... More a climate control rental branch, overseeing sales, customer service, fleet maintenance, logistics, and financial reporting. The ideal candidate is an entrepreneurial leader who thrives in an autonomous environment, enjoys building and leading high-performing teams, and is motivated by driving both operational excellence and revenue growth in a multi-million-dollar business unit.Day-to-Day:Full ownership of branch operations as a Profit Center ManagerArrive early to review operational and financial reportsLead morning power-up meetings and safety huddlesManage and dispatch 2?4 technicians for deliveries and pickupsLead and support 2 sales representativesWrite and manage rental contracts + handle purchasing / write purchase ordersManage branch P&L, including revenue growth and cost controlWe 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 Climate Control Branch Manager (Profit Center Manager) for a top equipment rental and services client. This individual will have full responsibility for the performance of... More a climate control rental branch, overseeing sales, customer service, fleet maintenance, logistics, and financial reporting. The ideal candidate is an entrepreneurial leader who thrives in an autonomous environment, enjoys building and leading high-performing teams, and is motivated by driving both operational excellence and revenue growth in a multi-million-dollar business unit.Day-to-Day:Full ownership of branch operations as a Profit Center ManagerArrive early to review operational and financial reportsLead morning power-up meetings and safety huddlesManage and dispatch 2?4 technicians for deliveries and pickupsLead and support 2 sales representativesWrite and manage rental contracts + handle purchasing / write purchase ordersManage branch P&L, including revenue growth and cost controlWe 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