Job Search Results for financial services

The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe 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/ .Less

A large financial services organization is seeking a Jira Administrator to join the Engineering PMO team. This individual will need to have strong experience with Jira cloud; more specifically with... More tooling, administration, and implementation as the team aims to standardize the Jira tooling across all of the engineering organization. This role will focus on building, customizing, and optimizing Jira workflows, migrating to Jira, driving automation for project tracking, and enabling efficient delivery across IT, trading operations, and compliance initiatives. This role will also involve working with stakeholders to get them onboard in the tool, support, assist in administrative clean up, and overall contribute to the scalability of Jira when it comes to data, reporting, dashboarding, and tracking requests. The ideal candidate has experience in investment firms or financial services, where precision, compliance, and speed are critical. Jira Administration & Customization Design, configure, and maintain Jira workflows, fields, dashboards, filters, and permissions. Implement and manage automation rules to streamline processes and reduce manual tasks. Integrate Jira with Confluence, GitHub, and financial operations tools. Project Management & Delivery Collaboration with a variety of stakeholders and design/implement solutions based on their specific business needs within the tooling. Partner with technology and operations leaders to define project milestones, dependencies, and reporting. Ensure traceability of work items, aligning with compliance and audit requirements. Drive end-to-end automation projects, improving transparency and reducing operational risk. Process Improvement Assess existing workflows across trading, settlements, and compliance to identify gaps. Recommend and implement automation solutions that enhance efficiency and reduce errors. Provide training and guidance to stakeholders on Jira best practices.We 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/ .Less

One of Insight Global's top employers within the financial services industry is looking for a service delivery representative to sit hybrid in San Dimas, CA. Job duties include supporting the risk... More compliance group and will examine, assess, and combine data to provide information for their clients. They will provide administrative procedures and oversee all client's payrolls, working alongside banks. This position pays $20/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

The largest family office in the world by assets under management, located in Northwest Arkansas, is seeking a skilled, highly motivated, and entrepreneurial individual to join our team as Head of... More Technology. This family office supports a broad and dynamic portfolio of investments, philanthropic initiatives, and strategic operations.In this role, you will lead the vision and execution of technology strategy across the organization. The ideal candidate will bring a strong track record of creatively applying technology to solve complex problems, collaborating effectively with family members, internal teams, and external partners. You?ll be expected to operate with urgency while maintaining a long-term, values-driven approach to innovation and impact.Responsibilities:IT strategic and operational planning through proactive collaboration with business partners to prioritize current IT initiatives and coordinate the evaluation, deployment and management of future IT systems across the organizations. Oversee IT budget for staff FTEs & consulting services, security management, hardware & software life cycle, professional services, cloud and managed services, digital & data strategies, and strategic project change budget. Ensure the effective, efficient and secure operation of all entities along with a proper balance between new strategic transformational initiatives and proper maintenance of existing hardware & software assets.Deliver IT solutions according to ITIL, DevOps, SDLC, Agile, PMI, PCI, and Security best practices. This includes successful organizational design, hiring & managing talent, performance and compensation management, training & developing team capabilities and growing individual skillsets. Implement continuous process improvement to maximize previous investments and ensure long-term sustainability.Develop business case justifications and cost/benefit analyses for IT spending and initiatives. Evaluate opportunities for the appropriate and cost-effective investment of financial resources in IT systems and resources including staffing, sourcing, network & infrastructure, purchasing hardware & software, in-house software development, security solutions, cloud, digital, data services and partnerships with external software vendors and suppliers.Track and control metrics, measures, and proactive alerts around system capability, utilization, capacity, budget spending, service level agreements, etc. to ensure a well-oiled machine in IT processes and service delivery.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 Finance Director is a key leadership position within the finance department, reporting directly to the CFO. This role serves as the dedicated financial leader and strategic partner for a group of... More assigned departments, functioning as their de facto CFO. The Finance Director is responsible for ensuring robust financial control, providing insightful financial analysis, driving efficiency improvements, and supporting sound financial decision-making across their assigned departments. This position demands a highly skilled and experienced finance professional with a strong understanding of governmental accounting principles, internal controls, and strategic financial management.oServe as the financial leader for one or more departments oPartner with agency and leadership to manage all financial activities.oSupervise finance staff, including managers, supervisors, professionals, and paraprofessionals.oOversee budgeting, accounting, forecasting, procurement, grants management, and financial reporting.oProvide leadership in strategic financial planning (short, medium, long-term).oReview and approve Accounts Receivable invoices, ensuring accurate billing and timely collection.oReview and approve manual journal entries for accuracy, proper support, and compliance with accounting principles.oImplement and maintain strong internal controls within assigned departments to safeguard assets and ensure the integrity of financial information.oMonitor departmental compliance with all financial policies and procedures.oReview and approve all departmental requisitions for goods and services, ensuring adherence to budgetary constraints and policies.oReview and approve documentation related to the receipt of goods and services, verifying accuracy and completeness.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 partnering with one of Canada?s top banking institutions to hire a team of Operations Associates to support its Wealth Management division during the busy Canadian tax season. These... More are back-office roles focused on high-impact financial operations, ideal for individuals with a background in finance, banking, or administration who thrive in detail-oriented environments.You?ll be part of a collaborative team that values growth, learning, and mutual support?perfect for professionals looking to build their careers in financial services. If you're ready to join a top-tier financial institution and make an impact during a critical season, we?d love to hear from you. *Please note the start date for this opportunity is the first week of October. Please keep this in mind when applying as commitment to the opportunity is of the utmost importance. We are hiring for multiple teams, and requirements will differ slightly based on the team mandate*What You?ll Be Doing:? Perform data entry, validation, and reconciliation? Support administrative and operational processes? Analyze financial information and ensure accuracyHandle sensitive client data with discretion and precisionWe 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 seasoned Product Manager to support a leading financial services client in driving end-to-end product and feature development for the Apple Card. This role will focus on... More enhancing platforms used by dispute agents to manage customer intakes and resolve cases, with an immediate priority on redesigning the agent intake process.Key Responsibilities:? Lead full lifecycle product management for credit card dispute platforms? Collaborate cross-functionally to define product strategy and roadmap? Drive improvements in agent workflows and documentation tools? Ensure compliance with financial regulations and internal standards? Champion user experience and operational efficiencyCulture & Work Environment:Our Client fosters a culture of collaboration, transparency, excellence, and ownership. This role offers the opportunity to work on high-impact initiatives within a dynamic and innovative team.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 Globals largest financial institution clients is looking to hire two Team Leads to support voluntary corporate actions team, specifically within Latin America, Canada, and their DTC... More group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio Services team. The main responsibility and requirement for this candidate is to manage/be responsible for the voluntary corporate actions workflow. Focus points within voluntary will be response and instruction, payments, and post payment responses. They will take client responses and ensure that they make it to market accurate and one time to meet all outlined deadlines while also supporting all team analysts. This team typically deals with 20-30 events per day utilizing DTC and SWIFT to process any actions. Manages all initiatives of the team and aligns team resources accordingly to complete client requests. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes client inquiries and requests. Resolves complex, escalated issues from subordinate staff. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a teamWe 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/ .Less

An Insight Global client in the Financial Services industry is looking for a Software Engineer to join their team in Phoenix, AZ. The client is looking for a Software Engineer who is proficient in... More Kotlin or Java and has a basic knowledge of GCP and Google?s big data technologies. Responsibilities will center around the current challenges in the client's business:Scale of Data: every customer and transaction are eligible for AntiMoney Laundering investigationsBreadth of Product and Jurisdiction: money Laundering is a global issue, with local regulationTechnology Fragmentation: existing processes are split over many platforms.Key responsibilities in this role will also include, but not be limited to:Translate business requirements into functional and scalable web applications using Kotlin, React, or Java.Design, build, and maintain efficient, reusable, and reliable code following best practices and coding standards.Utilize GCP services and tools, such as Cloud Storage, BigQuery, and BigTable, to process and analyze large volumes of data.Ensure the best possible performance, quality, and security of the applications.Identify and troubleshoot issues and bugs, and provide solutions.Collaborate with other developers, product managers, and stakeholders in an agile environment.Research and learn new technologies and frameworks as needed.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 Sales Executive, you will be responsible for originating and closing financing solutions for renewable energy and equipment projects across the industrial middle market. Your clients will... More include corporations, municipalities, universities, schools, and hospitals. You?ll lead direct sales efforts, engaging with C-suite decision-makers to deliver customized financial solutions that support sustainability, operational efficiency, and capital planning goals.This role requires a strong foundation in financial services, technical understanding of energy systems, and a proven ability to navigate complex buying structures. You?ll collaborate with internal teams?engineering, structured finance, legal?and external stakeholders?developers, tax advisors, and investors?to structure and close impactful deals. This is a REMOTE role with 30% expected travel within North America as needed. Salary Range: $150,000 - $165,000 (subject to adjustment for relevant experience, skills, geographic 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