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One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Mineola, NY. The Financial Advisor Associate (FAA) role works with prospects and clients... More to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 large banking clients is seeking a Financial Advisor Associate for a full-time role in Hicksville, NY. The Financial Advisor Associate (FAA) role works with prospects and... More clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 SAP FSCM Consultant to join a large consulting company to support an end client in the oil and gas sector. The ideal candidate will drive the end to end design and... More delivery of the Credit Management solution in S/4HANA. This will be a fully remote contract role, 40 hours per week, with occasional travel to the client site in Houston TX. Responsibilities? Lead and author the Credit Management PDD (process design documents), working directly with business stakeholders to gather requirements and define scope.? Drive SAP Credit Management design for Fleet, Cardlock, and Lubes, with potential expansion to Refinery depending on future needs..? Hands-on configuration of SAP FSCM including BP FSCM roles UKM/UDM? Define the operating model between SAP CM and CXL, including integration considerations.? Partner with cross functional teams to shape a scalable, enterprise wide credit solutionWe 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 Director of Total Rewards is responsible for leading the strategy, design, and execution of the organization?s compensation and benefits programs. This role partners closely with People/HR... More leadership and senior business leaders to ensure Total Rewards programs are competitive, compliant, scalable, and aligned with business objectives.The ideal candidate is both strategic and highly hands-on, with deep expertise in compensation and benefits and the ability to clearly communicate Total Rewards philosophies and decisions.? Develop and evolve Total Rewards strategy aligned with business goals? Lead a high-performing team of 5 compensation and benefits managers? Design, implement, and maintain compensation programs and pay structures using market data and industry knowledge? Lead benefits strategy, renewals, vendor management, and program enhancements? Ensure compliance with all applicable pay, benefits, and labor regulations? Use internal and external data to evaluate market competitiveness and equity? Serve as an intake partner for compensation changes and new program requests? Communicate Total Rewards philosophies, frameworks, and policies to stakeholdersSupport pay transparency and governance initiativesWe 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 Senior Accounts Receivable (AR) Specialist is responsible for owning the end-to-end accounts receivable lifecycle, including billing, collections, cash application, dispute resolution, and... More month-end close support. This role plays a critical part in maintaining healthy cash flow, optimizing AR processes, and ensuring compliance with GAAP and internal controls. The ideal candidate thrives in a fast-paced, growth-oriented environment and brings both transactional expertise and process improvement 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

The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify... More for the role of Financial Advisor Associate (FAA) in the expected time frame.?Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.?You must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. You must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as the client?s advisor. As an FA you will be a fiduciary and will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client?s financial status or goals or the need for different strategies or products. Once transitioned to an FA role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.?As an FAA, you will need to rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to be able to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.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 Salesforce Business Systems Analyst to gather and translate business requirements into scalable Salesforce Financial Services Cloud solutions. The role involves... More running workshops with advisory, operations, compliance, and branch teams to map current and future-state processes and identify gaps. You will configure Salesforce? including flows, validation rules, and layouts?while supporting data readiness, integrations, and quality checks. The analyst will also build and execute SIT, UAT, and regression testing, managing defects and ensuring smooth deployments and post-go-live stabilization. Finally, the role supports training, documentation, and continuous process-improvement initiatives across the organization.We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.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 large banking clients is seeking a Financial Advisor Associate for a full-time role in Hauppauge, NY. The Financial Advisor Associate (FAA) role works with prospects and... More clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 large banking clients is seeking a Financial Advisor Associate for a full-time role in Union, NJ. The Financial Advisor Associate (FAA) role works with prospects and clients... More to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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

Day-to-Day Insight Global is seeking a FIX Client Enablement Specialist to join one of their top financial clients 3 days a week onsite in New York, NY. This individual will be joining the Global... More Markets Support team within the Electronic Equities desk and will support and contribute to onboarding, testing, certifying, and maintaining Electronic Equities clients. This role requires a solid working knowledge of the FIX protocol, equity trading workflows, and client connectivity. The specialist will manage standard onboarding tasks independently, assist with more complex implementations, and help troubleshoot production issues alongside senior team members. The position involves coordinating with internal technology, trading, and support teams to ensure smooth client connectivity and a high-quality electronic trading experience. The candidate is expected to act as a key point of contact for clients and internal stakeholders, driving delivery across multiple teams while ensuring production stability and a high-quality client experience.Key Responsibilities include:?Support end-to-end electronic client onboarding for Equities, including FIX connectivity setup, certification testing, and assisting with production go-live activities.?Handle FIX certification issues, client questions, and production incidents by troubleshooting and escalating more complex matters to senior team members as needed.?Partner with clients, vendors, and fund administrators to gather technical and functional requirements and translate them into scalable solutions.?Assist with client onboarding processes for both Equities and Swap electronic trading workflows.?Coordinate and execute comprehensive end-to-end testing to ensure production readiness and minimal post-go-live risk.?Oversee deployment of daily changes to the electronic trading stack in line with change-management and release processes?Implement and validate changes in UAT and pre-production environments, coordinating testing with internal teams and external clients?Work closely with development teams on new functionality, enhancements, and defect remediation?Partner with infrastructure and network teams to enable client connectivity (e.g., firewall rules, port configurations)?Promote operational excellence through improved documentation, standardization, and metrics?Maintain clear, proactive communication with global stakeholders, highlighting progress, risks, and dependencies?Produce and maintain project-level documentation, operational runbooks, and support metrics?Identify opportunities to improve client onboarding, certification, and support 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