Job Search Results for financial services

Strategic Leadership & Practice Growth?Provide senior leadership to advance Tetra Tech?s air quality and sustainability practice?Develop and implement business strategies, market positioning, and... More growth initiatives?Integrate air quality services across Tetra Tech?s global operations and client portfolio?Identify and develop cross-disciplinary solutions leveraging Tetra Tech?s full service capabilitiesBusiness Development & Client Leadership?Serve as Senior Account Lead for key strategic clients?Build and maintain long-term client relationships across industrial, energy, financial, and private equity sectors?Lead opportunity capture planning, including RFP strategy, proposal development, and contract negotiations?Participate in and support the Key Account Management Program to expand account value and market share?Represent Tetra Tech at industry events and sustainability forumsTechnical & Project Leadership?Lead and oversee air quality advisory and permitting projects, including PSD and Title V permitting?Provide technical direction for complex, multi-disciplinary projects?Ensure project delivery aligns with Tetra Tech?s quality, financial, and performance standards?Support development of regulatory strategies and compliance solutions for clientsTeam Leadership & Development?Build, lead, and mentor a team of air quality and sustainability professionals?Support recruitment and development of key technical talent?Delegate responsibilities effectively to support team growth and operational efficiency?Promote a culture of collaboration, quality, and continuous improvement?Conduct activities in line with internal procedures, legislation, and industry standards.?Pursue continuous professional development and maintain a high degree of discipline knowledge and awareness.?Work in a safe manner at all times and report all health and safety incidents and concerns.?Additional duties as required.?in industry events, client meetings, and strategic planning sessionsWe 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

We are seeking a Manager, Campaign Fulfillment & Analytics to support the execution of complex promotional campaigns within a banking environment. This role sits at the intersection of campaign... More analytics, fulfillment, and payments, requiring strong technical expertise in SAS and the ability to translate campaign terms and conditions into accurate code and payout logic.This is a high-risk, high-impact role, as it directly affects client payments and promotional fulfillment accuracyResponsibilities- Translate campaign terms & conditions (e.g., promotional offers, eligibility rules, holding periods) into SAS code and execution logic- Execute and validate campaign fulfillment processes, ensuring accurate payout calculations for eligible clients- Analyze, monitor, and track campaign performance over time, including multi-period eligibility and payout scenarios- Work with stakeholders to ensure campaign rules and requirements are clearly understood and correctly implemented- Perform campaign reporting and analysis, identifying issues, validating outputs, and optimizing performance- Handle complex datasets involving client activity, balances, and transactional criteria tied to promotions- Ensure data accuracy and integrity, particularly in scenarios involving financial payoutsWe 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 bilingual (French/English) QA Analyst to support testing for a French-speaking conversational bot with a global banking client. There is a strong focus on validating... More French language content and speech-to-text functionality. This role is primarily functional and UI-focused, supporting early journey testing and business validation.Key Responsibilities- Test and validate French-language content for a conversational bot, including spoken and written responses- Validate speech-to-text (voice-to-text) functionality in French- Perform functional and UI testing across customer journeys (Journey 1 onward)- Design and execute test cases in French, ensuring linguistic accuracy and quality- Support business validation by confirming responses meet French language requirements- Work within an Agile team using JiraWe 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 an Operations / Program Manager Support resource for a large financial services organization undergoing significant cloud and workforce transformation. This role serves as a... More key execution partner, ensuring complex initiatives stay on track through strong coordination, reporting, and operational discipline. The ideal candidate thrives in fast moving environments, can juggle multiple threads simultaneously, and brings a strong technical understanding without needing to be the decision maker.Day-to-Day?Partner closely with business and technology stakeholders to define problem scope and solutions?Assist in design, review, and decision-making for External Cloud Sponsorship Requests and approvals?Manage exceptions, conditions, and compliance requirements for cloud usage?Facilitate Office Hours and Weekly/Monthly GCGF Governance Meetings?Produce and maintain agendas, reports, and meeting minutes?Maintain official documentation ensuring audit and exam readiness?Provide end-user support and relationship management for cloud sponsorship requests?Enable enterprise cloud strategy while ensuring alignment with policies, controls, and regulations?Drive industry best practices for secure and compliant cloud adoptionWe 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 Technical Analyst with hands-on experience in the FICS (Financial Industry Computer Systems) Mortgage Servicer platform to support a critical system consolidation project.... More This is an individual contributor role reporting to the Indirect Technology Solutions Manager, focused on supporting the FICS conversion from two instances down to a single system while documenting processes, cleaning up data, and maintaining reporting within the indirect channel. The ideal candidate will bring strong analytical and business analysis skills, excellent verbal and written communication abilities, and the ability to work independently with minimal ramp-up time given the project's urgency. If you believe you are the right fit for the role, we welcome you to apply.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

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

The Business Manager serves as the on-the-ground representative of the U.S. business. The core responsibility of this role is to drive operational efficiency, client success, and business growth. As... More a strategic partner to leadership, the Business Manager not only oversees client services, new business, territory management, and operational support but also plays a pivotal role in bridging the U.S. business with the wider Group. This ensures alignment of strategies, priorities, and performance across markets and strong commercial outcomes. Key Responsibilities:Client Services:? Act as a primary support for client relationship management, ensuring service quality and client satisfaction. ? Coordinate with internal teams to address client needs, resolve issues, and ensure smooth delivery of services. ? Support the Senior Mgt in developing client engagement strategies. Territory Management:? Assist in planning, monitoring, and optimizing market territories to ensure performance targets are met. ? Ensure all necessary permits/licences are acquired to secure sites/territories to perform sales ? Track territory performance and provide data-driven insights for growth opportunities. ? Ensure alignment of territory strategy with broader market objectives. Operations & Support:? Manage day-to-day operational functions, including payroll administration and other business support tools. ? Oversee compliance and operational processes to ensure accuracy and efficiency. ? Support internal workflows, ensuring smooth coordination across functions.Sales Office Support:? Provide operational and administrative support to Marketing Companies (MC) ? Assist MCs with compliance, reporting, and performance tracking. ? Facilitate clear communication between MCs and internal departments (local market and Group) Management Reporting:? Prepare and deliver regular management reports covering financial, operational, and client metrics. ? Develop dashboards and reporting templates to support data-driven decision-making. ? Ensure timely submission and accuracy of all reports.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