Job Search Results for Finance
Aug 19, 2025
Chattanooga, TN
|
Accounting / Finance
|
Contract
|
$34 - $42 (hourly estimate)
{"JobID":435424,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-85.2325454545455,"Longitude":35.0613636363636,"Distance":null},"State":"Tennessee","Zip":"37406","ReferenceID":"CHA-c2383942-fbb9-45d5-b389-512ab1aae0b4","PostedDate":"\/Date(1755598606000)\/","Description":"A client of Insight Global is looking for a Payroll/HR Administration Consultant to join a Public Transit client in Chattanooga, TN. The clients are transitioning payroll providers. The ideal candidate will be someone who has been involved in integrations and not just a day to day payroll admin. Looking for someone who can assess scheduling (150 drivers), look for the problems as they are running payroll in parallel between two systems - audit time cards, etc.. They are in a bit of crisis mode, so problem solver who can jump right in.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":"Payroll Administrator","City":"Chattanooga","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Advanced in NetSuite Payroll and UKG Timekeeping","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":42.0000,"SalaryLow":33.6000,"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)\/"}
A client of Insight Global is looking for a Payroll/HR Administration Consultant to join a Public Transit client in Chattanooga, TN. The clients are transitioning payroll providers. The ideal... candidate will be someone who has been involved in integrations and not just a day to day payroll admin. Looking for someone who can assess scheduling (150 drivers), look for the problems as they are running payroll in parallel between two systems - audit time cards, etc.. They are in a bit of crisis mode, so problem solver who can jump right in.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/ .
Oct 20, 2025
Irwindale, CA
|
Accounting / Finance
|
Contract,Perm Possible
|
$21 - $26 (hourly estimate)
{"JobID":457537,"JobType":["Contract,Perm Possible"],"EmployerID":null,"Location":{"Latitude":-117.96,"Longitude":34.09,"Distance":null},"State":"California","Zip":"91706","ReferenceID":"HSW-f63eb9cd-f0f6-4c35-9b35-2f6952e8cc4d","PostedDate":"\/Date(1760984190000)\/","Description":"City of Hope is looking for an Account Follow Up Representative to support their Refund Specialty department in Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve old credit balances, which will be focusing on balances from 2023, 2024, and early 2025. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We?re seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week. Team Dynamic/Environment: This role is based onsite at the Rivergrade office in Irwindale, CA, where the selected candidate will work alongside two other contractors hired for the same team. While three additional team members are based remotely in Chicago, the candidate will have in-person support from their manager and supervisor, who are also located at the Irwindale office. The office houses approximately 80 staff members from various billing and collections teams, creating a collaborative and dynamic work environment.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":"Account Follow Up Rep","City":"Irwindale","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 2+ years of experience with billing and/or collections on the **professional side** - Experience with insurance payments - Strong knowledge of reading explanation of benefits (EOBs) - High School diploma-Experience working with overpayments / payment posting (Credit specialist, refund clerk, payment poster)","Skills":"- Experience using Epic EMR system for billing/collections","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":26.0000,"SalaryLow":20.8000,"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)\/"}
City of Hope is looking for an Account Follow Up Representative to support their Refund Specialty department in Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve... old credit balances, which will be focusing on balances from 2023, 2024, and early 2025. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We?re seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week. Team Dynamic/Environment: This role is based onsite at the Rivergrade office in Irwindale, CA, where the selected candidate will work alongside two other contractors hired for the same team. While three additional team members are based remotely in Chicago, the candidate will have in-person support from their manager and supervisor, who are also located at the Irwindale office. The office houses approximately 80 staff members from various billing and collections teams, creating a collaborative and dynamic work environment.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/.
Dec 18, 2025
Aberdeen, SD
|
Accounting / Finance
|
Perm
|
$55k - $65k (estimate)
{"JobID":477124,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-98.48,"Longitude":45.46,"Distance":null},"State":"South Dakota","Zip":"57401","ReferenceID":"DGO-5d81b0ed-4534-47fc-a292-f4c06a7f68e7","PostedDate":"\/Date(1766087894000)\/","Description":"We?re looking for an Accounting Specialist for our trucking and freight brokerage companies. This role handles day-to-day accounting work such as billing, payroll, driver settlements, and vendor payments. You?ll work closely with our operations teams to keep everything accurate and running smoothly.Responsibilities:?Process driver settlements, agent commissions, and company payroll?Manage accounts receivable: track payments, follow up on past-due invoices, and keep customer records updated?Handle accounts payable: prepare and send invoices, match paperwork, and schedule vendor payments?Reconcile bank accounts, fuel cards, and company credit cards?Maintain financial records for drivers, agents, and company staff?Manage employee benefits and payroll-related tasks?Generate reports as needed?Obtain documentation from vendors or customers required for billing?Support basic tax documentation and required filingsCompensation: $55-65k.Exact compensation may vary based on several factors, including skills, experience, and education.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":"Accounting Specialist","City":"Aberdeen","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Experience in accounting, bookkeeping, payroll, or billing is preferred?Transportation or brokerage background is a plus but not required?Strong attention to detail and accuracy?Comfortable handling confidential information?Able to learn new systems and work well with deadlines?Organized, dependable, and good with communication","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":65000.0000,"SalaryLow":55000.0000,"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?re looking for an Accounting Specialist for our trucking and freight brokerage companies. This role handles day-to-day accounting work such as billing, payroll, driver settlements, and vendor... payments. You?ll work closely with our operations teams to keep everything accurate and running smoothly.Responsibilities:?Process driver settlements, agent commissions, and company payroll?Manage accounts receivable: track payments, follow up on past-due invoices, and keep customer records updated?Handle accounts payable: prepare and send invoices, match paperwork, and schedule vendor payments?Reconcile bank accounts, fuel cards, and company credit cards?Maintain financial records for drivers, agents, and company staff?Manage employee benefits and payroll-related tasks?Generate reports as needed?Obtain documentation from vendors or customers required for billing?Support basic tax documentation and required filingsCompensation: $55-65k.Exact compensation may vary based on several factors, including skills, experience, and education.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/.
Jan 06, 2026
Gainesville, GA
|
Accounting / Finance
|
Contract-to-perm
|
$15 - $19 (hourly estimate)
{"JobID":479240,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-83.83,"Longitude":34.29,"Distance":null},"State":"Georgia","Zip":"30504","ReferenceID":"CLT-947e8b54-17c5-4afb-b0b4-f8aa919eb605","PostedDate":"\/Date(1767731585000)\/","Description":"Insight Global is looking for a highly motivated, communicative individual to work for one of our large logistics companies. On a day-to-day basis, this person will:- Data entry and audit for customer freight bills- internal departmental communication to address order problems- Communicate with various internal company departments to address problems preventing others from billing to a customer- Secure necessary documentation from transportation providers for customer billingWe 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":"Truckload Billing Specialist","City":"Gainesville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 1+ year experience in Trucking/Logistics industry- 1+ year experience in audit, AP/AR, or load planning- Self-starter mentality - motivated enough to hit high #\u0027s","Skills":"- Associate\u0027s degree in business- Associate\u0027s degree in transportation or logistics- Microsoft Office experience- strong problem-solving skills- verbal and written communication","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":18.5000,"SalaryLow":14.8000,"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)\/"}
Insight Global is looking for a highly motivated, communicative individual to work for one of our large logistics companies. On a day-to-day basis, this person will:- Data entry and audit for... customer freight bills- internal departmental communication to address order problems- Communicate with various internal company departments to address problems preventing others from billing to a customer- Secure necessary documentation from transportation providers for customer billingWe 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/.
Jan 07, 2026
Scarborough, ON
|
Accounting / Finance
|
Perm
|
$132k - $165k (estimate)
{"JobID":479941,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M1H 1","ReferenceID":"TOR-173f0a61-04a0-4451-91c5-9c069f7208f7","PostedDate":"\/Date(1767820951000)\/","Description":"Insight Global currently has an exciting opportunity for a dynamic individual to lead,expand and refine services related to SAP landscapes with one of our automotive clients. This is a full-time, permanentopportunity and will report to the National Manager, EBS. As a key figure in our organization,you will be responsible for continually evolving the SAP roadmap to align with our companygoals. Your role will involve strategizing, planning, executing, monitoring, and adjusting thedelivery of SAP services to internal and external stakeholders.The role encompasses several critical responsibilities, including leading the SAP Services andSupport Team (S3), ensuring the efficient delivery of SAP functions to the enterprise. The rolealso refines ongoing support processes, developing the team\u0027s skills, and acts as an escalationpoint for complex issues. Continuously evaluating SAP capabilities, you would define astrategic roadmap to maximize SAP product\u0027s value within the organization. Additionally, youwould serve as the primary liaison with the business units, focusing on continuous processimprovements and achieving business results through IT capabilitiesWe 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":"IT Manager - Enterprise Business Solutions","City":"Scarborough","ExpirationDate":null,"PriorityOrder":0,"Requirements":"* 7+ years of progressive IT management experience, including 5+ years of leadershipresponsibility managing mid to large size teams while influencing senior levelmanagement and key stakeholders * 5+ years of experience managing an SAP Centre of Excellence or equivalent includingservice delivery management of external partners and development of processes torealize investment in SAP * 5+ years of SAP experience including functional knowledge or development knowledgeof SAP, SAP landscape management, SAP cloud applications e.g. Integrated BusinessPlanning, BTP Services, other SAP Tools, and SAP integration with other systems * 5+ years of experience with business process enhancements on improving business userexperience by leveraging SAP investment * 3+ years of experience leading projects and/or initiatives * Knowledge of Agile/Waterfall methodologies","Skills":"* Ability to analyze, understand and effectively communicate between businessrequirements and technical design and implementation * Budget planning and management skills * Demonstrated leadership abilities, effective in matrix management and team building * Strong vendor management skills, project management and stakeholder management * Excellent communication and interpersonal skills; ability to communicate all aspects ofthe job requirements * Strong management, team-building skills and collaboration skills * Excellent investigative and problem-solving skills * Experience with a variety of delivery, service and support frameworks such as ITIL, PMLC,etc. * Strong presentation skills * Self-starter, taking initiative and ability to work well within all levels in an organization","Industry":"Accounting / Finance","Country":"Canada","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":165000.0000,"SalaryLow":132000.0000,"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 currently has an exciting opportunity for a dynamic individual to lead,expand and refine services related to SAP landscapes with one of our automotive clients. This is a full-time,... permanentopportunity and will report to the National Manager, EBS. As a key figure in our organization,you will be responsible for continually evolving the SAP roadmap to align with our companygoals. Your role will involve strategizing, planning, executing, monitoring, and adjusting thedelivery of SAP services to internal and external stakeholders.The role encompasses several critical responsibilities, including leading the SAP Services andSupport Team (S3), ensuring the efficient delivery of SAP functions to the enterprise. The rolealso refines ongoing support processes, developing the team's skills, and acts as an escalationpoint for complex issues. Continuously evaluating SAP capabilities, you would define astrategic roadmap to maximize SAP product's value within the organization. Additionally, youwould serve as the primary liaison with the business units, focusing on continuous processimprovements and achieving business results through IT capabilitiesWe 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/.
Jan 22, 2026
Toronto, ON
|
Accounting / Finance
|
Contract-to-perm
|
$41 - $51 (hourly estimate)
{"JobID":485519,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5B 1","ReferenceID":"TOR-d17ba342-2296-45c9-b7ca-34a0cface4a8","PostedDate":"\/Date(1769094741000)\/","Description":"Insight Global is looking for a Senior Manager, Marketing Automation to join a leading banking client downtown Toronto. This is a hybrid role and requires 3x/week in office downtown Toronto.The Marketing Automation Manager will act as the right hand support for the Sr Marketing Manager. In addition to supporting the development of junior SMFC developers on the team, there will also be a focus on strategic planning and maximizing the MarTech stack to deliver highly personalized, relevant communications ? all aligned to a one-client view.GENERAL RESPONSIBILITIES:Service Levels?Define and maintain standards, processes and procedures as required, ensuring their alignment with the latest industry best practices and standards as defined by the Enterprise Digital Center of Excellence team.?Investigate and resolve deliverability issues as they arise.?Adhere to a production schedule to ensure accurate and timely delivery.?Provide regular status updates and quickly escalate potential issues ? communicate to key stakeholders and managers on an ongoing basis.?Document outcomes, report progress and communicate results and recommendations to larger team and key stakeholders on a regular basis.Brand \u0026 Customer Experience?Govern content and production of all Marketing Automation assets, ensuring adherence to brand, privacy and security policies, and production and deployment processes.?Understanding of Governance and Compliance requirements as they relate to legislation.?Monitor and minimize unsubscribe/bounce/compliant rates and ensure spam regulation compliance (e.g. CAN-SPAM, CASL, PIPIEDA, etc.).Reporting?Provide post reporting and analysis.?Monitor campaign performance and metrics.?Provide strategic direction based on industry best practices and trends.Database Marketing?Understanding of database marketing and CRM programs and procedures.?Automate data flow between existing databases and Salesforce Marketing Cloud.?SQL experience is an asset. Governance and Compliance?Be a subject matter expert on digital communication (including email marketing) best practices including creative, performance and CAN SPAM compliance.?Execute processes to ensure compliance with regulations.Risk Management and Control ?Provide subject matter input into the effectiveness of Marketing Automation journey mapping and email deployment initiatives via Salesforce Marketing Cloud and implement changes quickly to resolve issues.?Identifying areas of concern to be completed or escalating as needed to the Scrum Master and Senior Manager.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 Automation Manager","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 5-10 years of experience as an HTML developer with strong Salesforce Marketing Cloud experience- (journey builder, automation studio, AdStudio, etc)- Experience leading a team or developing/mentoring junior developers- Strong knowledge of email development best practices- Strong written and oral communication skills (must be able to communicate technical director, discuss and incorporate stakeholder\u0027s feedback, and communicate issues found and solutions clearly)- Technical skills: HTML, CSS, AmpScript, SQL","Skills":"- Experience working in the financial industry or experience working at a marketing agency handling a large volume of automation and journey builds","Industry":"Accounting / Finance","Country":"Canada","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":51.0000,"SalaryLow":40.8000,"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)\/"}
Insight Global is looking for a Senior Manager, Marketing Automation to join a leading banking client downtown Toronto. This is a hybrid role and requires 3x/week in office downtown Toronto.The... Marketing Automation Manager will act as the right hand support for the Sr Marketing Manager. In addition to supporting the development of junior SMFC developers on the team, there will also be a focus on strategic planning and maximizing the MarTech stack to deliver highly personalized, relevant communications ? all aligned to a one-client view.GENERAL RESPONSIBILITIES:Service Levels?Define and maintain standards, processes and procedures as required, ensuring their alignment with the latest industry best practices and standards as defined by the Enterprise Digital Center of Excellence team.?Investigate and resolve deliverability issues as they arise.?Adhere to a production schedule to ensure accurate and timely delivery.?Provide regular status updates and quickly escalate potential issues ? communicate to key stakeholders and managers on an ongoing basis.?Document outcomes, report progress and communicate results and recommendations to larger team and key stakeholders on a regular basis.Brand & Customer Experience?Govern content and production of all Marketing Automation assets, ensuring adherence to brand, privacy and security policies, and production and deployment processes.?Understanding of Governance and Compliance requirements as they relate to legislation.?Monitor and minimize unsubscribe/bounce/compliant rates and ensure spam regulation compliance (e.g. CAN-SPAM, CASL, PIPIEDA, etc.).Reporting?Provide post reporting and analysis.?Monitor campaign performance and metrics.?Provide strategic direction based on industry best practices and trends.Database Marketing?Understanding of database marketing and CRM programs and procedures.?Automate data flow between existing databases and Salesforce Marketing Cloud.?SQL experience is an asset. Governance and Compliance?Be a subject matter expert on digital communication (including email marketing) best practices including creative, performance and CAN SPAM compliance.?Execute processes to ensure compliance with regulations.Risk Management and Control ?Provide subject matter input into the effectiveness of Marketing Automation journey mapping and email deployment initiatives via Salesforce Marketing Cloud and implement changes quickly to resolve issues.?Identifying areas of concern to be completed or escalating as needed to the Scrum Master and Senior Manager.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/.
Jan 27, 2026
Arlington, VA
|
Accounting / Finance
|
Contract
|
$49 - $61 (hourly estimate)
{"JobID":487004,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-77.1,"Longitude":38.87,"Distance":null},"State":"Virginia","Zip":"22202","ReferenceID":"SDG-ffb07bc1-4795-4299-b896-2ea1590f4310","PostedDate":"\/Date(1769474460000)\/","Description":"The Department of the Navy, Secretariat Comptroller and Resource Department team is seeking a highly skilled Data Cleansing Consultant to support the Navy?s Centrally Managed Programs (CENTMAN). This is a functional role, responsible for researching, diagnosing, and resolving complex accounting issues within SAP ERP ECC, with a focus on unliquidated orders, unmatched disbursements, intergovernmental transactions, and aged account payables. Candidate must have experience in the FI/FM, and PS modules of SAP ERP ECC ? MM experience is a bonus as well as experience using Advana dashboards.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":"Data Cleansing Consultant","City":"Arlington","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Key Responsibilities ? Research, diagnose, and resolve accounting and financial data integrity issues related to the Navy?s CENTMAN. ? Investigate and clear unliquidated obligations (ULOs), unmatched disbursements, and aged accounts payable in SAP ERP ECC, with a focus on the FI, FM, and PS modules. ? Leverage reporting and analytical tools, including Navy ERP and Advana, to efficiently identify and address financial discrepancies. ? Prepare and deliver weekly reports to Senior leadership on resolution status ? Develop and implement internal controls for the CENTMAN programs to reduce UMTs, ULOs, Aged APs, etc? Required Qualifications ? Demonstrated expertise in SAP ERP ECC (Navy ERP)? Demonstrated ability to clear unliquidated orders, unmatched disbursements, and aged payables in large ERP environments. ? Strong analytical, documentation, and problem-solving skills in a complex financial management setting. ?","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":61.0000,"SalaryLow":48.8000,"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)\/"}
The Department of the Navy, Secretariat Comptroller and Resource Department team is seeking a highly skilled Data Cleansing Consultant to support the Navy?s Centrally Managed Programs (CENTMAN). This... is a functional role, responsible for researching, diagnosing, and resolving complex accounting issues within SAP ERP ECC, with a focus on unliquidated orders, unmatched disbursements, intergovernmental transactions, and aged account payables. Candidate must have experience in the FI/FM, and PS modules of SAP ERP ECC ? MM experience is a bonus as well as experience using Advana dashboards.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/.
Jan 27, 2026
Anaheim, CA
|
Accounting / Finance
|
Contract-to-perm
|
$32 - $40 (hourly estimate)
{"JobID":487613,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-117.91,"Longitude":33.82,"Distance":null},"State":"California","Zip":"92805","ReferenceID":"OCC-f6a44497-684f-482c-96b3-ae1d1a70e194","PostedDate":"\/Date(1769555424000)\/","Description":"The ideal candidate will design, implement, and maintain enterprise infrastructure supporting both internet- and intranet-facing services, with responsibility for ensuring platform reliability, recoverability, and operational continuity. This role requires deep Linux administration skills, solid Windows Server experience, and hands-on involvement with enterprise backup and disaster recovery solutions, including routine validation, restore testing, and documentation. The Systems Administrator will focus on system hardening, automation, performance optimization, and availability, while collaborating closely with security, network, storage, and application teams to meet defined service levels, RTO/RPO objectives, and organizational resilience requirements. Seeking a highly skilled Systems Administrator with strong expertise in Linux (RHEL) and Windows Server environments.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":"Linux Server Administrator","City":"Anaheim","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5 Years as a Linux Server AdministratorExperience with Veeam VROExperience with Disaster RecoveryExperience with PowerShell and Enterprise Backup5 Days a week onsite in Anaheim, CAshould be skilled in automation and scripting (Bash, Ansible), system hardening, patch management, and maintaining open-source services including rsync, rsyslog, OpenSSL, OpenSSH, and Apache","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":40.0000,"SalaryLow":32.0000,"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)\/"}
The ideal candidate will design, implement, and maintain enterprise infrastructure supporting both internet- and intranet-facing services, with responsibility for ensuring platform reliability,... recoverability, and operational continuity. This role requires deep Linux administration skills, solid Windows Server experience, and hands-on involvement with enterprise backup and disaster recovery solutions, including routine validation, restore testing, and documentation. The Systems Administrator will focus on system hardening, automation, performance optimization, and availability, while collaborating closely with security, network, storage, and application teams to meet defined service levels, RTO/RPO objectives, and organizational resilience requirements. Seeking a highly skilled Systems Administrator with strong expertise in Linux (RHEL) and Windows Server environments.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 03, 2026
Washington, DC
|
Accounting / Finance
|
Contract-to-perm
|
$42 - $52 (hourly estimate)
{"JobID":489953,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-77.03,"Longitude":38.89,"Distance":null},"State":"District Of Columbia","Zip":"20032","ReferenceID":"DC0-6224c9bc-5323-4c58-940a-5dbdb0423178","PostedDate":"\/Date(1770125588000)\/","Description":"My client is looking for a cost engineer to join their new federal demolition project in Washington DC. This person will be joining a team of 3 (4 total) with an estimator, scheduler, and cost manager also on board. Their day to day responsibilities will include assisting in all cost and change management for the project - negotiating with contractors, attending internal and client meetings, helping to process change forms and make necessary adjustments to schedule and budget. This is a hybrid role where 3 days/week will be onsite.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":"Cost Engineer","City":"Washington","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s Degree and 2+ years of relevant work experience in construction cost and change management OR 4+ years of that relevant experience (can be a APM from a electrical/mechanical subcontractor, project engineer or APM from GC, or work at an engineering firm like Parsons, Jacobs, etc.- know the difference between merit and entitlement on a construction jobsite","Skills":"- previous federal project experience","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":52.0000,"SalaryLow":41.6000,"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)\/"}
My client is looking for a cost engineer to join their new federal demolition project in Washington DC. This person will be joining a team of 3 (4 total) with an estimator, scheduler, and cost... manager also on board. Their day to day responsibilities will include assisting in all cost and change management for the project - negotiating with contractors, attending internal and client meetings, helping to process change forms and make necessary adjustments to schedule and budget. This is a hybrid role where 3 days/week will be onsite.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 06, 2026
New York, NY
|
Accounting / Finance
|
Perm
|
$72k - $100k (estimate)
{"JobID":491615,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.94,"Longitude":40.64,"Distance":null},"State":"New York","Zip":"11214","ReferenceID":"PHL-2b02d1b4-3440-4120-a152-ade91895685a","PostedDate":"\/Date(1770387447000)\/","Description":"One of Insight Global\u0027s large banking clients is seeking a Financial Advisor for a full-time role in Bensonhurst, NY. 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\u0027s goals. 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 - Bensonhurst, NY","City":"New York","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- Fluency in Cantonese or Mandarin - 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":100000.0000,"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 Bensonhurst, NY. 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/.