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May 27, 2026

Fairlawn, OH

|

Accounting / Finance

|

Contract-to-perm

|

$25 - $31 (hourly estimate)

{"JobID":534577,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-81.52,"Longitude":41.08,"Distance":null},"State":"Ohio","Zip":"44333","ReferenceID":"DGO-40184aac-7177-44dd-b8f9-bed800a68d5e","PostedDate":"\/Date(1779898872000)\/","Description":"Locations: Columbus, OH (preferred), Akron, OH (preferred), Mayfield, OH, Bloomington, MN, Houston, TXSchedule: Contract (potential for extension/conversion) | Eastern / Central TimeWe are seeking a highly experienced Client Service Associate (CSA) to support a fast-paced wealth management environment serving ultra-high-net-worth (UHNW) and family office clients. This is a hands-on role requiring strong custodial knowledge (Schwab and/or Fidelity), exceptional attention to detail, and a ?white glove? client service mindset.This individual will act as a key partner to advisors and the broader client service team, helping manage critical operational workflows, client requests, and onboarding efforts.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Client Service Associate (CSA) - Wealth Management (UHNW / Family Office)","City":"Fairlawn","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 3-7+ years of Client Service Associate experience in wealth management- Strong experience supporting UHNW clients, RIAs, or family office environments- Hands-on experience with Schwab and/or Fidelity custodial platformsDeep understanding of:- Account types (trusts, retirement, brokerage, etc.)- Account opening and transfer processes- Money movement workflows - Comfortable working in a high-volume, deadline-driven environment- Strong attention to detail and accuracy- Excellent communication skills with a polished, client-facing demeanor- Experience handling sensitive client information with discretion","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":31.0000,"SalaryLow":24.8000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Locations: Columbus, OH (preferred), Akron, OH (preferred), Mayfield, OH, Bloomington, MN, Houston, TXSchedule: Contract (potential for extension/conversion) | Eastern / Central TimeWe are seeking a... highly experienced Client Service Associate (CSA) to support a fast-paced wealth management environment serving ultra-high-net-worth (UHNW) and family office clients. This is a hands-on role requiring strong custodial knowledge (Schwab and/or Fidelity), exceptional attention to detail, and a ?white glove? client service mindset.This individual will act as a key partner to advisors and the broader client service team, helping manage critical operational workflows, client requests, and onboarding efforts.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/.

Apr 05, 2024

Jersey City, NJ

|

Accounting / Finance

|

Contract

|

$35 - $44 (hourly estimate)

{"JobID":349695,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-74.0274545454545,"Longitude":40.7402,"Distance":null},"State":"New Jersey","Zip":"07311","ReferenceID":"NYC-1d182614-a613-4e65-a9e8-28cb934e4df1","PostedDate":"\/Date(1712330054000)\/","Description":"The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance \u0026 Stock Loan Operations, for developing and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Corporate Actions Analyst","City":"Jersey City","ExpirationDate":null,"PriorityOrder":0,"Requirements":"2+ years of Corporate Actions processingStrong knowledge and understanding of Asset servicing processingKnowledge of all traded products of Capital MarketsExperience with systems and applications such as DTC, ADP/BPS,","Skills":"-Background in Settlement operations and handled dividends","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":44.2700,"SalaryLow":35.4160,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

The Corporate Actions Analyst will require an independent, self-motivated individual that will provide daily Corporate Action support of Global Equity Finance & Stock Loan Operations, for developing... and executing goals and objectives regarding business delivery and operational effectiveness for internal business partners and external customer relationship management, change and risk management and control, within the context of the approved operational plan and team objectives. Daily responsibilities include the reconciliation and processing of North American and International corporate action events across all the Equity Finance platforms for Capital Markets. SME on the FIS XSPRISA and BPS; FIS platforms. Provides daily Operational support functions to BMO trading/lending desks as well as the underlying Swap Prime Brokerage clients.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/ .

Jan 23, 2026

San Dimas, CA

|

Accounting / Finance

|

Contract,Perm Possible

|

$21 - $27 (hourly estimate)

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Ensure compliance with the client's Anti-Money Laundering Program to mitigate the risk of the card program being used as a conduit for money laundering, the financing of terrorist acts or the... financing or commission of other crimes. Monitor various AML reports, cardholder balances and cardholder transactions to identify and document fraudulent activity; report such activities to the Compliance Officer, government agencies via Suspicious Activity and Currency Transaction reporting. Monitor and actively work the negative balance activity reports to reduce the risk of financial loss.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/.

Feb 19, 2026

Goodlettsville, TN

|

Accounting / Finance

|

Perm

|

$130k - $150k (estimate)

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Lead the design, modeling, and rollout of enterprise compensation programs, including base pay, short-term incentives (STI), and long-term incentives (LTI).? Evaluate existing programs for scalability, compliance, pay equity impact, and alignment with performance outcomes.? Analyze organizational needs to recommend enhancements to salary structures, market ranges, job architecture, and career pathways.? Manage annual compensation cycles (merit, bonus, market adjustments), including system readiness, data governance, and calibration processes.2. Incentive \u0026 LTI Program Management? Partner with Finance and HR leadership to model and administer short-term incentive plans across corporate, field, and distribution center populations.? Support and/or own long-term incentive operations, including RSU/SAR tracking, vesting schedules, grant administration, and performance metric alignment.? (If applicable) Serve as point for stock plan administration processes and vendor/broker partnerships.3. Strategic Partnership \u0026 Stakeholder Influence? Advise HR leaders, business leaders, and Finance partners on compensation decisions, pay strategies, job evaluation, and organizational design impacts.? Prepare compensation recommendations for leadership review, with the ability to influence decision-making through data-backed insights.? Consult on offers for key hires, market misalignment cases, retention risks, and critical talent discussions.4. Market Pricing, Job Evaluation \u0026 Governance? Conduct enterprise-wide market evaluations using survey data and competitive insights to ensure Dollar General remains a market-competitive employer.? Maintain job architecture, leveling guides, and compensation frameworks across corporate and field functions.? Ensure compensation policies meet compliance and governance standards.5. Data Analytics \u0026 Reporting? Develop dashboards and models to assess program performance, pay equity risks, cost impacts, incentive plan forecasting, and budget adherence.? Provide reporting and analysis used for leadership updates, board-level discussions, and Finance planning efforts.6. Cross-Functional Collaboration? Partner with HRIS on compensation system enhancements, annual cycle automation, and data integrity improvements.? Work closely with Total Rewards, Payroll, Benefits, Talent Acquisition, and Finance to ensure seamless program execution.? Support M\u0026A integration activities, organizational restructuring, and compensation harmonization where required.7. Scalability \u0026 Continuous Improvement? Identify opportunities to modernize or streamline compensation processes as the business scales.? Introduce best practices in pay transparency, compensation communication, and market competitiveness.? Evaluate vendor solutions and survey partners to support long-term compensation strategy.8. On-Site Leadership \u0026 Presence? Engage in in-person collaboration with HR, Finance, and business leaders at the Goodlettsville/Nashville corporate office.? Lead working sessions, calibration meetings, and compensation governance discussions that require in-office involvement.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Sr. Compensation Manager","City":"Goodlettsville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Senior-level compensation experience, particularly from a program design and execution perspective? Strong stakeholder influence across HR, Finance \u0026 Leadership? Experience supporting incentive and long-term compensation programs? Ability to scale with the organization effectively over time? On-site presence in the Nashville/Goodlettsville area","Skills":"? Stock Plan Administrator experience (preferably from the broker side)? Prior ownership of LTI programs and equity administration? 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The Sr. Compensation Manager serves as a senior subject-matter expert responsible for designing, implementing, and operationalizing Dollar General?s enterprise compensation programs. This role... ensures market competitiveness, internal equity, and alignment with company performance while partnering closely with HR, Finance, and business leadership. The Sr. Compensation Manager will play a key role in modernizing programs, supporting incentive and long-term compensation strategies, and scaling compensation infrastructure as the organization continues to grow.1. Compensation Program Design & Execution? Lead the design, modeling, and rollout of enterprise compensation programs, including base pay, short-term incentives (STI), and long-term incentives (LTI).? Evaluate existing programs for scalability, compliance, pay equity impact, and alignment with performance outcomes.? Analyze organizational needs to recommend enhancements to salary structures, market ranges, job architecture, and career pathways.? Manage annual compensation cycles (merit, bonus, market adjustments), including system readiness, data governance, and calibration processes.2. Incentive & LTI Program Management? Partner with Finance and HR leadership to model and administer short-term incentive plans across corporate, field, and distribution center populations.? Support and/or own long-term incentive operations, including RSU/SAR tracking, vesting schedules, grant administration, and performance metric alignment.? (If applicable) Serve as point for stock plan administration processes and vendor/broker partnerships.3. Strategic Partnership & Stakeholder Influence? Advise HR leaders, business leaders, and Finance partners on compensation decisions, pay strategies, job evaluation, and organizational design impacts.? Prepare compensation recommendations for leadership review, with the ability to influence decision-making through data-backed insights.? Consult on offers for key hires, market misalignment cases, retention risks, and critical talent discussions.4. Market Pricing, Job Evaluation & Governance? Conduct enterprise-wide market evaluations using survey data and competitive insights to ensure Dollar General remains a market-competitive employer.? Maintain job architecture, leveling guides, and compensation frameworks across corporate and field functions.? Ensure compensation policies meet compliance and governance standards.5. Data Analytics & Reporting? Develop dashboards and models to assess program performance, pay equity risks, cost impacts, incentive plan forecasting, and budget adherence.? Provide reporting and analysis used for leadership updates, board-level discussions, and Finance planning efforts.6. Cross-Functional Collaboration? Partner with HRIS on compensation system enhancements, annual cycle automation, and data integrity improvements.? Work closely with Total Rewards, Payroll, Benefits, Talent Acquisition, and Finance to ensure seamless program execution.? Support M&A integration activities, organizational restructuring, and compensation harmonization where required.7. Scalability & Continuous Improvement? Identify opportunities to modernize or streamline compensation processes as the business scales.? Introduce best practices in pay transparency, compensation communication, and market competitiveness.? Evaluate vendor solutions and survey partners to support long-term compensation strategy.8. On-Site Leadership & Presence? Engage in in-person collaboration with HR, Finance, and business leaders at the Goodlettsville/Nashville corporate office.? Lead working sessions, calibration meetings, and compensation governance discussions that require in-office involvement.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/.

Feb 21, 2026

Union, NJ

|

Accounting / Finance

|

Perm

|

$72k - $110k (estimate)

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The role will serve as the central point of contact, responsible for providing client service \u0026 developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor - Union, NJ","City":"Union","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66)- Active L\u0026H certification or must obtain within the Licensing and Registration Schedule Self-directed upon hire- Possesses advanced knowledge of wealth products, services, and business-development strategies, with proven consultative sales experience and a track record of achieving sales goals across retail and small-business banking clients.- Demonstrates strong communication, organizational, and time-management skills, with the ability to build effective partnerships and relationships across departments.- Able to travel and commute daily within the assigned market to meet prospects, clients, and internal partners, maintaining a consistent presence in the field five days a week.","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":110000.0000,"SalaryLow":72280.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Union, NJ. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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/.

Feb 26, 2026

Stamford, CT

|

Accounting / Finance

|

Perm

|

$105k - $120k (estimate)

{"JobID":500136,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.539,"Longitude":41.0533,"Distance":null},"State":"Connecticut","Zip":"06901","ReferenceID":"HAR-62211abf-b652-4739-9d35-c8ec846ccef1","PostedDate":"\/Date(1772136250000)\/","Description":"Insight Global is seeking a Marketing Content Associate for one of our clients in Stamford, CT. This person will support the development of high-impact messaging across channels, with a particular emphasis on private markets, advisor education, and Affiliate collaboration. The ideal candidate is a strong communicator, meticulous editor, and strategic thinker who can translate complex investment insights into compelling, client-ready narratives. On a daily basis, this person will develop and edit thought leadership including social media posts, Affiliate insights, investment commentaries, educational materials, and help translate institutional perspectives into marketing content tailored specifically for a U.S. wealth audience. They will translate complex investment themes into clear, engaging messages for advisors and clients, collaborate with Channel Marketing leads and Affiliate teams to tailor messaging for specific audiences and distribution platforms and ensure consistency, clarity, and relevance in all client touchpoints. This role will be performed on a hyrbid schedule in Stamford, CT and the base salary is between 105-120K.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Marketing Content Associate","City":"Stamford","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor?s degree in marketing, business, or a related field? 3-5 years of U.S. wealth marketing experience within asset management? Strong understanding of U.S. wealth management channels including RIA, broker/dealer and independent firms? Track record of successfully managing and optimizing channel marketing programs","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":120000.0000,"SalaryLow":105000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Insight Global is seeking a Marketing Content Associate for one of our clients in Stamford, CT. This person will support the development of high-impact messaging across channels, with a particular... emphasis on private markets, advisor education, and Affiliate collaboration. The ideal candidate is a strong communicator, meticulous editor, and strategic thinker who can translate complex investment insights into compelling, client-ready narratives. On a daily basis, this person will develop and edit thought leadership including social media posts, Affiliate insights, investment commentaries, educational materials, and help translate institutional perspectives into marketing content tailored specifically for a U.S. wealth audience. They will translate complex investment themes into clear, engaging messages for advisors and clients, collaborate with Channel Marketing leads and Affiliate teams to tailor messaging for specific audiences and distribution platforms and ensure consistency, clarity, and relevance in all client touchpoints. This role will be performed on a hyrbid schedule in Stamford, CT and the base salary is between 105-120K.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/.

Mar 25, 2026

Atlanta, GA

|

Accounting / Finance

|

Contract,Perm Possible

|

$52 - $65 (hourly estimate)

{"JobID":511064,"JobType":["Contract,Perm Possible"],"EmployerID":null,"Location":{"Latitude":-84.47,"Longitude":33.86,"Distance":null},"State":"Georgia","Zip":"30339","ReferenceID":"ATL-e3216612-aa4c-49ac-827b-b36191024cf0","PostedDate":"\/Date(1774467284000)\/","Description":"We are seeking a Senior Financial Planning Systems Analyst to support and enhance enterprise financial planning applications used across merchandising, sales, inventory, marketing, and store planning functions. This role blends development, configuration, and application support, with a strong emphasis on VB.NET scripting within CPM/EPM platforms.You will work as part of a collaborative financial systems team supporting business critical forecasting and planning tools, primarily OneStream and Longview.Key Responsibilities?Develop, configure, and enhance financial planning applications (OneStream, Longview)?Write and maintain VB.NET scripts to support application logic, calculations, and workflows?Provide application support, including: oTroubleshooting bugs and defectsoResearching issues and implementing fixesoResponding to user questions and support requests?Partner with business stakeholders to gather requirements and implement enhancements?Support forecasting, budgeting, and planning processes across multiple business areas?Balance hands on development (?80%) with business interaction and support (?20%)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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Senior Financial Planning Systems Analyst","City":"Atlanta","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Strong hands on experience with VB.NET (non negotiable) oAbility to write, modify, and troubleshoot scriptsoComfortable answering technical questions related to VB.NET?Experience with financial systems, planning tools, or analytical platforms?Strong problem solving skills and ability to support production applications?Willingness to learn new systems and be coached on platform specific tools?Ability to work onsite in Atlanta (Cumberland area) 5 days per week","Skills":"Preferred Qualifications (Nice to Have)?Experience with OneStream?Experience with Longview?Background with CPM / EPM platforms (e.g., OneStream, Longview, Anaplan, Hyperion)?Financial planning, FP\u0026A, or analytics background?Advanced Excel experience (including VBA or scripting concepts)Ideal Candidate Background?Financial Systems Analyst?CPM / EPM Developer or Configurator?Senior Financial Analyst with strong technical and scripting experience?Professionals who have built or supported financial planning models beyond Excel","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":65.0000,"SalaryLow":52.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

We are seeking a Senior Financial Planning Systems Analyst to support and enhance enterprise financial planning applications used across merchandising, sales, inventory, marketing, and store planning... functions. This role blends development, configuration, and application support, with a strong emphasis on VB.NET scripting within CPM/EPM platforms.You will work as part of a collaborative financial systems team supporting business critical forecasting and planning tools, primarily OneStream and Longview.Key Responsibilities?Develop, configure, and enhance financial planning applications (OneStream, Longview)?Write and maintain VB.NET scripts to support application logic, calculations, and workflows?Provide application support, including: oTroubleshooting bugs and defectsoResearching issues and implementing fixesoResponding to user questions and support requests?Partner with business stakeholders to gather requirements and implement enhancements?Support forecasting, budgeting, and planning processes across multiple business areas?Balance hands on development (?80%) with business interaction and support (?20%)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/.

Mar 26, 2026

Chicago, IL

|

Accounting / Finance

|

Contract-to-perm

|

$18 - $22 (hourly estimate)

{"JobID":511603,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-87.68,"Longitude":41.83,"Distance":null},"State":"Illinois","Zip":"60611","ReferenceID":"HNC-03f66b2e-4968-42ed-ab8e-90be85253bc3","PostedDate":"\/Date(1774549808000)\/","Description":"Conduct audits to evaluate documentation quality, accuracy of charge code assignment, and financial billing statements.Support the Compliance Officer with projects assigned from internal and external sources.Perform Medicaid, Medicare, and other third-party payer audits as assigned.Respond to physician and clinic questions regarding current ICD-10 and CPT guidelines.Assist with outpatient coding as needed.Provide coding education, training, and updates to coding staff, physicians, and clinics as assigned.Support the coordination and compilation of data required for regulatory agencies and accreditation processes.Review charge master updates and additions to ensure appropriate and accurate ICD-10 and CPT code assignment.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Remote Rehab Coding Auditor","City":"Chicago","ExpirationDate":null,"PriorityOrder":0,"Requirements":"2-3 Years of ICD-10 and CPT rehab inpatient/outpatient coding experience including auditing and clinical knowledgeCCS, CCS-P, RHI, RHIT","Skills":"Soft Skills:SharpConfident","Industry":"Accounting / Finance","Country":"US","Division":"IGH","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":22.0000,"SalaryLow":17.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Conduct audits to evaluate documentation quality, accuracy of charge code assignment, and financial billing statements.Support the Compliance Officer with projects assigned from internal and external... sources.Perform Medicaid, Medicare, and other third-party payer audits as assigned.Respond to physician and clinic questions regarding current ICD-10 and CPT guidelines.Assist with outpatient coding as needed.Provide coding education, training, and updates to coding staff, physicians, and clinics as assigned.Support the coordination and compilation of data required for regulatory agencies and accreditation processes.Review charge master updates and additions to ensure appropriate and accurate ICD-10 and CPT code assignment.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/.

Apr 01, 2026

Hicksville, NY

|

Accounting / Finance

|

Perm

|

$72k - $90k (estimate)

{"JobID":513976,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.52,"Longitude":40.76,"Distance":null},"State":"New York","Zip":"11801","ReferenceID":"PHL-1ba41f96-652d-4c57-b25d-a7cfec0a1577","PostedDate":"\/Date(1775076372000)\/","Description":"One of Insight Global\u0027s 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 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor Associate - Hicksville, NY","City":"Hicksville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 required - Active L\u0026H certification and Series 66 (or equivalent) or must obtain all within the Licensing and Registration Schedule Self-directed upon hire- Possesses comprehensive knowledge of wealth products and services, consultative sales skills and business-development acumen to effectively serve retail and small-business banking clients.- Demonstrates strong communication, organizational, and time-management skills, with the ability to build effective partnerships and relationships across departments.- Able to travel and commute daily within the assigned market to meet prospects, clients, and internal partners, maintaining a consistent presence in the field five days a week.","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":90000.0000,"SalaryLow":72280.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

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... 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/.

Apr 01, 2026

Charlottesville, VA

|

Accounting / Finance

|

Contract

|

$33 - $41 (hourly estimate)

{"JobID":514002,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-78.48,"Longitude":38.03,"Distance":null},"State":"Virginia","Zip":"22902","ReferenceID":"RIC-8cbfc7d9-327b-43a7-b56c-3bc8ed5ba067","PostedDate":"\/Date(1775077385000)\/","Description":"We are seeking a hands-on, execution-oriented contingent worker to support a portfolio of membership and society-related initiatives currently in flight across the Society Relations \u0026 Operations team. This role is ideal for a technology/operations change management, business analyst, or delivery-focused project lead who is able to manage multiple project simultaneously, can own discrete workstreams, and is comfortable coordinating across technical and non-technical stakeholders. Communication will be key to this role, as it requires crafting thoughtful communication both internally and externally. This is not a senior program manager role operating at a high level. Instead, we are looking for someone who can roll up their sleeves, manage day-to-day execution, and help keep multiple initiatives moving forward in parallel.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Associate Project Manager","City":"Charlottesville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"3-5 years of experience in project plan development \u0026 execution Experience with Excel Going to have to manage many projects/priorities","Skills":"Experience with Cvent onboarding (planning around this) Exposure to IT and technology teams - can they be a translator Knowledge of API nomenclature","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":41.0000,"SalaryLow":32.8000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

We are seeking a hands-on, execution-oriented contingent worker to support a portfolio of membership and society-related initiatives currently in flight across the Society Relations & Operations... team. This role is ideal for a technology/operations change management, business analyst, or delivery-focused project lead who is able to manage multiple project simultaneously, can own discrete workstreams, and is comfortable coordinating across technical and non-technical stakeholders. Communication will be key to this role, as it requires crafting thoughtful communication both internally and externally. This is not a senior program manager role operating at a high level. Instead, we are looking for someone who can roll up their sleeves, manage day-to-day execution, and help keep multiple initiatives moving forward in parallel.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/.

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