Job Search Results for financial services

Role SummaryThe Senior Product Owner/Manager owns the vision, roadmap, and delivery of vendor managed technology products. This role partners closely with business stakeholders, technology teams, and... More external vendors to ensure solutions deliver measurable business value, meet regulatory requirements, and are delivered on time with high quality. This role owns a critical alert response and life event support product within a highly regulated financial institution. The position operates at a program and product level, connecting multiple capabilities, vendors, and internal teams to deliver end to end solutions. The focus is on integration, vendor management, and operational execution, not hands on development.Key Responsibilities?Own and prioritize the product roadmap and backlog for vendor-integrated platforms, aligned to business outcomes and strategic goals.?Serve as the primary interface between business, technology, and vendors, translating needs into clear product requirements.?Lead end-to-end delivery from ideation through implementation, release, and transition to support.?Manage vendor relationships, including scope alignment, dependency management, change impacts, release cadence, and issue resolution.?Write and maintain clear user stories, acceptance criteria, and success metrics.?Balance feature delivery, risk mitigation, technical debt, and regulatory commitments.?Partner with architecture, engineering, and application support teams to ensure operational readiness and resiliency.?Provide transparent status, risk, and dependency reporting to leadership.________________________________________Program & Product Ownership?Serve as an end to end Product Owner / Program Manager, connecting strategy through execution.?Own one core product with multiple capabilities across teams and platforms.?Understand impacts across the organization and ensure solutions support Life Event Services.?Manage large scale, multi million dollar initiatives within a financial institution, ensuring compliance and governance standards are met.Alert Response & Event Management?Support technology solutions for alert and emergency response, including: oFloodingoActive incidentsoHVAC outagesoAsset and facility disruptions (anything related to vendors, staff, facilities)?Oversee tools that: oVisually map events (geospatial or mapping tools)oSend notifications via SMS, email, and alertsoAutomatically create cases when an event occurs (case management tools)oSupport background/emergency scenarios, including system outagesTechnology & Integration?Lead the transition from legacy tools to modern geospatial and vendor based platforms.?Partner with third party vendors providing notification, case management, and mapping solutions.?Ensure all integrations function end to end, including: oAPIs and file transfersoDifferent technology stacks and integration requirementsoJava based applications and Oracle platformsoContainerized environments?Maintain a strong technical understanding to connect systems and data, without performing development work.Vendor & Stakeholder Management?Manage vendor relationships, delivery timelines, and dependencies.?Coordinate across multiple teams that do not directly report into this role, ensuring required data and capabilities are delivered to vendors.?Identify and remove roadblocks across workstreams to maintain momentum.________________________________________Delivery Model (Day to Day)?~25% backlog and planning?~75% active collaboration with: oInternal product and engineering teamsoSmaller data architecture teamsoExternal vendor team?Ensure all workstreams are progressing and aligned with program goals.________________________________________Required Skills & ExperienceTechnical & Program Expertise?Strong technical foundation at the program level with the ability to ?connect the dots.??Experience managing product, project, and program work simultaneously.?Solid understanding of APIs, file transfers, and integration patterns.?Data driven mindset with experience in enterprise technology environments.Product & Leadership Experience?Proven Product Manager experience supporting complex, multi capability products.?Strong vendor management experience across multiple products.?Ability to operate independently and influence without direct authority.?Experience in regulated environments (financial services preferred).We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Backend Developer to join a leading wealth management client supporting the continued buildout of a digital advisor portal. This initiative is a high-priority,... More enterprise-wide effort focused on delivering new features and enhancing the overall advisor and client experience.This individual will play a key role in backend development, working closely with engineering, product, and architecture teams to design and deliver scalable services that support onboarding, investment products, and advisor workflows. The environment is highly collaborative and fast-paced, with a strong emphasis on modern cloud-native development using AWS. This role is a short term (3 month) initial contract with the opportunity for conversion to full time employment and high likelihood of extensions based on performance. Key Responsibilities:- Design, build, and maintain backend services using Node.js in a cloud-native environment- Develop and manage infrastructure using AWS CDK (Cloud Development Kit)- Contribute to the ongoing enhancement and expansion of a digital advisor portal for wealth management clients- Partner with cross-functional teams (product, UX, frontend, architecture) to deliver new features end-to-end- Build scalable APIs and microservices to support client onboarding, account management, and investment workflows- Ensure high performance, security, and reliability of backend systems- Participate in code reviews, testing, and CI/CD processesTroubleshoot and resolve production issues as neededWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

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

As a Lead UX/UI Designer, you?ll drive end-to-end design for our client consumer digital experiences across web and mobile, shaping solutions that support students throughout their education journey.... More You?ll translate research insights, customer needs, and business goals into intuitive flows, prototypes, and high-fidelity designs, collaborating closely with cross-functional partners. You?ll ensure design quality by documenting specifications, guiding developers through implementation, and advocating for usability and accessibility. You?ll also contribute to the internal design system, maintain consistency across products, and help drive strategic decisions through research and stakeholder alignment. This role is not a visual design or marketing role rather, core user experience - working w stakeholder - breaking down complex ask - MVP . Prior UX experience in the financial services space would significantly help this individual to create optimal application workflows & user 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

Our client, a leading financial services organization, is looking to bring on a Data Analyst to support the expansion of their enterprise analytics capabilities, with a focus on lending and portfolio... More performance reporting.This role will be heavily focused on Power BI development, semantic modeling, and data analysis within Microsoft Fabric, helping to deliver scalable, high-quality reporting and insights across the business.Design, build, and maintain Power BI dashboards and reports leveraging data from Microsoft FabricDevelop and manage Power BI semantic models, including:Data relationshipsDAX measuresCalculated columns and aggregationsWrite and optimize PySpark notebooks within Microsoft Fabric for:Data transformationAnalysis and explorationAutomation and validation workflowsWork within Fabric (Lakehouse, Warehouse, Notebooks) to prepare and analyze data for reportingPerform data validation, reconciliation, and quality checks to ensure accurate reportingSupport integration of new data sources into the analytics environmentTroubleshoot issues across datasets, semantic models, and reporting layersMaintain clear documentation of datasets, KPIs, and business logicAdhere to data modeling standards and analytics best practicesWe 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

This role is responsible for the daily stability, performance, and improvement of enterprise phone and call center systems within a regulated financial services environment. The engineer designs,... More supports, and administers VoIP and legacy telephony platforms to ensure calls route correctly, recordings function properly, and service availability meets business needs. Daily work includes troubleshooting call issues, monitoring system health, managing vendors and carriers, reducing operational risk, and implementing process improvements. The role also focuses on building a reliable call center environment, developing performance metrics, improving uptime, and supporting continuous operational maturity, with responsibility for after- hours escalation when critical communication systems are impacted.Compensation:$55/hr to $60/hr.Exact compensation may vary based on several factors, including skills, experience, and education.Employees in this role will enjoy a comprehensive benefits package starting on day one of employment, including options for medical, dental, and vision insurance. Eligibility to enroll in the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this role will have access to paid sick leave and other paid time off benefits as required under the applicable law of the worksite location.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

One of Insight Global?s top banking clients is looking for a Client Services Officer to sit on site 4 days a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team... More within the Treasury Services department of the bank. The Client Service team supports external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. The CSO will act as the main point of contact for the client and will be responsible for client retention and de-escalating / resolving any client issues that arise via email and phone. They will also be responsible for supporting the Sr. CSO?s, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain information or guidance on how to resolve client issues. This role will be fast paced and needs a candidate who is passionate about customer service, enjoys multitasking, learning operational flows of resolving client inquiries, and comfortable advocating for their clients. This person will need to be flexible working 8 hours a day between the hours of 8am ? 7pm EST. Some main responsibilities may include:?Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication. ?Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention?Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements?Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems ?Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquiresWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking to bring on a Senior Python Developer with strong Teradata and SQL experience to support high-impact initiatives within a large financial institution?s Global Financial... More Crimes / AML organization.This role sits within a data-driven environment focused on transaction monitoring, analytics, and regulatory reporting, and requires someone who can work hands-on across data pipelines, large-scale datasets, and backend development. Key ResponsibilitiesDevelop and maintain Python-based data pipelines and backend solutions for analytics and reportingWrite, optimize, and troubleshoot complex SQL queries within TeradataDesign and support ETL processes to extract, transform, and load large datasetsPartner with business stakeholders to gather requirements and deliver scalable data solutionsPerform data analysis, modeling, and performance tuning across enterprise data platformsEnsure data quality, integrity, and governance across systemsSupport production workflows, troubleshooting, and continuous improvementsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

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

Insight Global is looking for a Senior Telephony/Amazon Connect Engineer for a top financial client in the Des Moines area. This person will:Own the architecture and roadmap for Amazon Connect and... More Salesforce Service Cloud Voice, ensuring reliability, scalability, and security.Design, build, and maintain contact flows, routing strategies, queues, Lex bots, call recording/transcription, and analytics (e.g., Contact Lens).Implement and govern Salesforce Voice configuration: Omni-Channel routing, agent setup, call controls, call dispositioning, transcripts, and visibility.Build integrations and event-driven services using AWS (Lambda, EventBridge, Kinesis, DynamoDB, S3, CloudWatch), and Salesforce (APIs, Platform Events, Flows).Production support of Amazon Connect contact centers and Salesforce Service Cloud Voice.Participate in an on-call rotation and support after-hours production releases.Support incident response, root-cause analysis, and post-mortems; produce standards and documentation; mentor engineers.Establish observability and SLIs/SLOs for voice quality and platform health; automate alerts, dashboards, and runbooks.Partner with Network/Security to ensure QoS, identity/SSO, and least-privilege IAM across environments.Deliver self-service reporting and dashboards for operations leaders (AHT, ASA, service levels, occupancy, contact outcomes, agent performance). The hourly pay rate for this role will be $55-70/hr.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