Insight Global is seeking a Process Manager to join a leading banking client on a contract basis within their Mutual Funds Governance line of business. This role will directly support the Senior Manager by helping manage workload and drive operational efficiency. The consultant will be responsible for planning and organizing meetings, consolidating process and guideline information, and creating documentation, reports, and presentations. They will also assist in building and summarizing product information and conducting general financial analysis. A key focus of the role will be supporting a strategic initiative to equip approximately 900 Financial Planners with iPhones for secure customer communication via text messaging. This includes working closely with a vendor responsible for archiving and monitoring messages, as well as collaborating with a technology project manager to ensure smooth implementation and compliance with governance standards.
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The ideal candidate will have at least three years of professional experience in banking or financial services, with a strong understanding of operational processes and governance. Technical proficiency in Microsoft Office Suiteparticularly Excel, Outlook, and PowerPointis essential. Attention to detail is critical, as the role involves synthesizing complex information into clear, streamlined documentation and processes. Candidates should be comfortable working on cross-functional teams and coordinating with external vendors and internal stakeholders. Experience supporting technology-driven initiatives or working alongside project managers is highly desirable.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.