Job Search Results for financial services

Insight Global is seeking a highly skilled Project Manager/Consultant to spearhead the business and technology pilot rollout of Microsoft Copilot for a major bank in Canada, focusing on roll out in... More Insurance domain. This role focuses most heavily on the technical aspects of Copilot usage and the broader Windows environment, rather than traditional project management mechanics. This person will be responsible for project management and delivery of this roll out and must have the experience to strategize and capture the business use cases and solve issues related to technical data integration/controls. Key Responsibilities:- Lead the day-to-day operations of the MS Copilot initiative.- Collaborate with pilot teams to explore and innovate on the application and use cases of MS Copilot.- Address technical issues related to data integration.- Capture and document the explicit business benefits of individual use cases.- Provide technical guidance and support within the Windows/Microsoft technology stack including MS Copilot.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Job SummaryAs an inside Medicare sales representative, you will be responsible for selling Medicare products and programs to potential and existing customers over the phone or online. You will also... More educate and assist customers with their Medicare enrollment and eligibility and provide excellent customer service and support.Duties and ResponsibilitiesContact and follow up with leads generated by marketing campaigns, referrals, or other sourcesPresent and explain Medicare products and programs, such as Medicare Advantage, Medicare Supplements, Prescription Drug Plans, and Specialty ProductsAssess customer needs and recommend suitable solutions based on their budget, preferences, and health statusAssist customers with the Medicare enrollment process and answer any questions or concerns they may haveMaintain and update customer records and sales activities in the CRM systemMeet or exceed sales goals and performance metricsStay updated on the latest Medicare regulations, policies, and productsAttend regular training sessions and meetingsCall prospective as well as existing clients to review Medicare health insurance plansRepresent leading insurance carriers with strong financial stabilityProvide client with best solution based upon immediate need and budgetary concernsCreate an easy and enjoyable experience for all clientsCompensation: $20/hr + commissions Exact compensation may vary based on several factors, including skills, experience, and education. 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.Compensation: $20/hr + commission (total comp is 80-90k) Exact compensation may vary based on several factors, including skills, experience, and education. 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 lawWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Our client is a high-growth, global alternative asset manager seeking to provide clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a... More focus on three investing strategies: yield, hybrid, and equity. This candidate will part of the Equity Performance and Analytics team within the broader Strategy & Analytics group of Global Business Finance. This role will support the analysis, monitoring, and reporting across our clients Equity segment, with a primary focus on the Sustainability & Infrastructure Group (SIG). Across asset classes, our client targets to deploy $50 billion into clean energy and climate investments through 2027 and sees the opportunity to deploy more than $100 billion by 2030.The candidates main responsibility will be to oversee the process of collecting, analyzing, and reporting fund management and outcomes, while enhancing the overall analytics framework for the Equity Funds. He or she will also be heavily involved with modeling and managing the tracking of asset sell-down activity to understand and communicate the implication to the fund and firm, as well as all aspects of portfolio monitoring activities/metrics.Primary Responsibilities- Ownership and management of future cash flow projections and overall outcomes analysis to accurately determine future fund performance.- Own portfolio review process, fund outcomes analysis and portfolio review follow-ups in addition to managing the investment process (e.g., deal team updates, ad hoc analyses, etc.).- Construct gross to net outcomes, including cases for internal distribution; maintain live fund model to better forecast carried interest.- Key driver of forecasting and variance analysis for detailed firm P&L revenue and expense items.- Coordinate with fund controllers on PII/DNI for exact carry calculations, escrow analysis and fund liquidations.- Support strategic initiatives and fundraising with modeling and various ad-hoc requests related to the portfolio.- Partner with other CFO teams, COOs and/or broader firm leadership to drive strategic initiatives.- Act as a thought leader to make strategic adjustments to underlying technology needed for outcomes analysis / fund analytics; support the development of strategic systems (Equity Data Warehouse, etc.).Our client prides themselves on their community of people who are committed to a culture of excellence and collaboration. They are a coveted organization to work for and they truly invest in their people for the long term with a commitment to supporting their people's development at every stage of their career.This role offers hybrid flexibility with 3 days a week onsite in their Greenwich, CT office.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

What Youll Be DoingReporting to the Director, CSDM Business Transformation, you will be responsible for executing on Capital Markets client data analysis, business analysis, project support, data... More remediation and reporting. The candidate will be responsible for executing business analysis activities within a organization in order to advance assigned business initiatives and ensure project success. You will be supporting the broader CSDM group and advocate for our requirements on all projects and initiatives, regulatory and discretionary. The candidate will act as a liaison between project stakeholders by serving as point of contact with respect to subject matter expertise, requirement management process and will actively participate in all phases of a project life cycle. This role requires you to interact with Technology teams and various Front office, Legal, Regulatory Operations and other teams. The objective is to ensure that changes introduced by Regulators, CIBC Enterprise, CIBC Capital Markets businesses, CSDM, and others, are well planned to allow for smooth and successful implementation across stakeholder groups.How Youll SucceedBusiness Analysis - Work closely with Technology Partners and other stakeholders to guide formulation of business requirements and solution discussions to meet project needs. Work in Scrum teams to deliver products using Agile methodologies. Lead the sprint planning, refinement sessions for different work streams, as well as create and assign user stories. Assist CSDM on all assigned change initiatives that are expected to impact the team, including but not limited to project planning, impact assessment, the execution of user acceptance testing (UAT) as well as business acceptance test (BAT), tracking testing results, and communicating back to CSDM stakeholders with regular updates on a timely basis.Communication, and Change Management - Run walkthroughs with stakeholders (Client Services, Front Office, Legal, Regulatory Operations, Corporate Banking, etc.), collaborate with technology partners and internal operations teams. Act as a subject matter expert for client and account data, client onboarding, and AML/KYC applications and procedures. Evaluate effectiveness of training programs by collecting ongoing feedback regarding procedures, manuals, and job aids. Assist in the delivery of training and communication primarily to CSDM team members on project driven changes.Relationship Management - Manage relationships with internal CSDM stakeholders, peers in Technology, as well as partners amongst Front Office, Legal, Compliance, and Operations stakeholders. Provide leadership and guidance to team members to ensure their data related mandates are fulfilled. Lead change and implement the required solutions, processes and procedures to ensure effectiveness in, or improve, the client data and reporting function. Support on a regular basis the managers liaison with individuals in the various Lines of Business, at various levels, including senior management, to gather and validate information, document changes, and provide updates on project activities.Client Data Analytics - Plan and collaborate with a diverse team to create and build flexible, innovative solutions that address client data remediation and future data quality. Work closely with partners to guide formulation of requirements and solution design to meet project needs. Support end-to-end project implementation and act as a subject matter expert in client data and in-scope regulations. Drive to collaborate and support individuals and cross-functional teams to resolve organizational, operational and process problems. Act as an escalation contact for queries and issues from internal stakeholders on remediation activities by providing resolutions to their queries or concerns in a professional and timely manner.Project Management - Work directly with stakeholders to understand their current and future reporting requirements. Provide input on key performance indicators to assist with team performance and monitoring and build appropriate tools to deliver this information to stakeholders. Support other initiatives and projects as assigned by the Director and Executive Director. Support end-to-end project implementation and act as a subject matter expert in CSDM.Data and Reporting - Understand the CIBC CM client onboarding process and workflow in order to construct end to end client lifecycle reporting. Document the process and procedures for generating metrics and reporting as needed. Escalate any issues as appropriate to manager in a timely manner. Act as an escalation contact for queries, concerns, and issues from internal stakeholders on project activities by providing resolutions in a professional and timely manner. Quality and quantity of work must align with the expected performance goals and measures.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking dynamic and experienced Program QA Manager to join a big bank in Canada. This role will focus on leading testing efforts to support test in a large digital transformation... More program. Candidates must be able to manage the environment and drive test leadership and strategies. These candidates must be adaptable to work both hands on and provide leadership direction when needed as this role requires flexibility and a team player mindset. This will be a hybrid role and a long term contract. Key Responsibilities:- Develop and implement comprehensive testing strategies.- Lead and mentor a team of testers, fostering a collaborative and high-performance environment.- Drive innovation in automation frameworks and potential use cases for AI applications.- Ensure seamless integration and environment planning.- Conduct both manual and automated testing, ensuring high-quality deliverables.- Manage data flows and API testing using tools like Selenium and Postman.- Utilize Jira for tracking and managing testing activities.- Collaborate with stakeholders in the banking/wealth domain to deliver successful program outcomes.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a Senior PM will be supporting a project focused on implementing an AI solution to the TD environment.Roles/Responsibilities:Manage multiple project stakeholders from... More cross-functional teams, as well as interfacing with project leaders, technology specialists, professional staff, vendors and consultants.Effectively manage stakeholder expectations related to project cost, time, and scope of deliverables.Proficiency in reporting and presenting to executive teamsEstablish effective project oversight and other governance components, and engages the correct levels to support the direction for the project.Provide on-going communication to key stakeholders, including the Project Sponsor, Program Manager and Program Director to ensure they are aware of significant changes to the project status in a timely manner.Communicate project summary, status, financials, etc. to appropriate parties involved in the governance of the project.Collaborate with the appropriate partners to ensure required resources are assigned to the project for successful delivery.Build consensus and relationships with project team and business.Manage and track cash view of all project financials (forecasts and actuals) Build and manage project schedule, obtaining input from all project stakeholders to gain buy-in and acceptance of milestones and target completion dates for all project deliverables.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a DevSecOps Practitioner for one of our top clients. This is a 6 month contract, with a high likelihood of extensions. It is preferred that a candidate sits in Calgary,... More Saskatoon or Loveland, Colorado; however, it is a remote opportunity. The Cyber DevSecOps Practitioner will focus on integrating security throughout the software development lifecycle (SDLC). This includes working with the dev team in identifying, assessing, and remediating vulnerabilities in code, infrastructure, and applications. Previous experience working as a developer is a must for this role. Additionally, the position will be responsible for providing teams with guidance on cyber security issues that need to be remediated.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Account Manager is responsible for growing a portfolio of existing accounts as well as supporting the onboarding of new accounts. The Account Manager will develop and implement account plans and... More forecasts to achieve objectives for growth and profitability for the assigned portfolio of accounts.Essential Accountabilities:1.New Customer Onboarding2.Customer Success3.Customer Growth & RetentionNew Customer OnboardingAlign with sales leadership to establish common expectations that enable business development initiativesCreate new customer account plans for common expectations across all internal job functionsSupport sales initiatives within key industry associations, local representation and relevant marketing campaignsLeverage and continue to enhance customer onboarding process to ensure expectations are exceededEnable new customer relationships through seamless execution of agreed upon planCustomer SuccessPrimary point of contact for ongoing customer successDevelop and update account plans to ensure goals, deliverables and deadlines are achieved, to include annual budgetingProvide consistent internal reporting to leadership related to account and portfolio healthOrganize and lead business reviews with customers discussing past performance, current opportunities as well as forward looking performance tied to joint objectivesResponsible for KPI measurement and actioning for continuous improvementEnhance operational best practicesContinued education of the customer industryMonthly scorecards and executive summaries (internal)Customer Growth and Retention:Develop and expand relationships with accounts including a deep understanding of clients supply chainIdentify and qualify opportunities for business growthDevelop plan to ensure customer satisfaction is exceededDevelop and strengthen relationships at all levels within customer organizationEnsure customers initiatives are aligned with MVPs core capabilitiesCreate customer growth strategy initiatives in alignment with department leadsLead complex negotiations with customers to improve profitabilityPursue personal development initiativesWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

WHAT WILL YOU DO?Define the overall solution architecture for initiatives within CRM platform, with particular focus on Integrations with internal RBC apps as well as various SaaS platforms , which... More will happening throughout program execution.Ensure solutions have an emphasis on data management complexities and application performanceProvide recommendations on products and solutions, and develop solution architecture sketch and design documentation for implementation projects across Advisor and ATM technologiesBuild strong understanding of business domain functionality and technology options, in order to identify data considerations and requirements trade-offs to meet business objectives and technology evolutionProvide expert counsel and support to the development team on construction and maintenance of robust, integrated, secure and efficient applications supporting Advisor and ATM technologiesPrepare or contribute to a high level solution/design (Architecture Blueprint), which will evolve along with the initiative executionLead complex group meetings (including business and technology partners) for technical design, decision making, problem solving, implementation and strategic planning, providing technical leadership and design guidance as projects evolve and key decisions are neededWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

We are seeking a highly skilled and experienced Full Stack Developer to join our dynamic team. The ideal candidate will have a strong background in both front-end and back-end development, with... More expertise in Core Java and Advanced Java, Spring Boot v3 and above Framework, Microservices, Angular Singal SPA framework, Kafka/MQ messaging and DevOps practices. This role requires an engineer who is proficient in using various tools and technologies, including Git for version control, Oracle and SQL databases, automated testing frameworks, Docker, container orchestration, and application engine deployments. This role will be 20% people management, and 80% hands on technical development and architecture. Responsibilities:Collaborate closely with cross-functional teams, including product owner, business analysts, scrum masters, front-end and back-end developers.Guide and mentor small/mid-size team.Deliver project milestones on time and within budget.Design, develop and implement microservices using Java Spring Boot, ensuring code is modular, testable, and re-usable.Design, develop and implement responsive and intuitive user interfaces using Angular and TypeScript/Java ensuring an exceptional user experience.Ensure seamless integration and communication between front-end and back-end components.Guide team to create RESTful APIs to enable smooth communication between microservices and external systems.Conduct regular code/design reviews and enable team to maintain high code quality and reliability.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less