Job Search Results for Accounting

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A 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. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Document Review Associate will be joining the warehouse team of 5 to perform clerical work such as labeling files, data uploads, Bailee processing, reviewing criteria, and investigating documents... More for clients. This includes the review of incoming files and responding to requests by email for reinstatements and releases while maintaining deadlines or service level agreements for clients. The team works collaboratively in a fast paced environment and can manage 500-1,000 loans a day. The ideal candidate has strong experience with Excel, Mortgage Review, and a go getter attitude. This role is paying $17/hr with hours of 8:00-5:00PM EST.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking a detail-oriented Legal Data Entry Specialist to support a high-priority project focused on cleaning, organizing, and standardizing metadata within our contract repository. This... More short-term role is critical to ensuring accuracy, compliance, and data integrity across our legal documentation systems. The ideal candidate will excel at precise data entry, system navigation, communication, and confidentiality. This person must quickly learn workflows, follow structured processes, and communicate proactively if questions or issues arise.Project Goal:To fully clean, organize, and standardize the company?s contract repository by:?Updating naming conventions?Completing metadata fields?Uploading/re-tagging documents?Ensuring all information flows correctly between SharePoint ? Ironclad ? Salesforce________________________________________WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions):Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.?Update contract naming conventions to align with new standards.?Add and update metadata fields across contracts and related documents.?Upload documents into the contract repository and ensure proper tagging.?Review existing contract data for accuracy and completeness.?Enter and validate contract metadata within Ironclad, ensuring the data syncs correctly into Salesforce.?Upload or adjust information in SharePoint, Ironclad, and Salesforce as needed.?Match updated data from spreadsheets to the correct contract records across systems.?Review metadata provided by internal teams and identify missing or incorrect fields.?Compare spreadsheet data to contracts stored in Ironclad and SharePoint to ensure alignment.?Work from trackers and workflows to ensure every contract is updated, renamed, and validated correctly.?Communicate clearly and proactively if something is unclear, incorrect, or missing.?Work closely with Legal, Salesforce, and Operations team members throughout the project.?Maintain progress tracking with the manager to ensure deadlines are met.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A large investment banking client is looking for a Technology Vendor Risk Analyst to join Global Banking and Markets Third Party Risk Management & Strategy team. This team oversees the control... More framework and guides managers to implement oversight on a broad spectrum of processes managed by Vendors. This person will be responsible for vendor relationship owners and technology risk assessors - evaluting to see how their controls are working, how critical they are to Global Banking and Markets and if the standards meet the criticality of importance. They will be ensuring they are monitoring the 3rd party risk frameworks and held them accountable. This will entail putting together presentations for senior leadership and taking controls that have been assessed and challenging/validating the results.Responsibilities will include:- Supporting the division to ensure they comply with the firms Vendor Management (VM) programs- Equipping Vendor Relationship Owners with skills, training, and awareness on their roles - Engaging with Risk Partners across the organization (e.g., compliance, technology), as needed, helping the division to understand third party risks- Reporting to divisional stakeholders on Vendor management activities, including outstanding risks oversights and ongoing initiatives- Evaluating and providing guidance to key divisional stakeholders to support implementation and compliance with the Vendor Management Policy and Standard, and challenging divisional TPRM activities, where appropriate- Engage with the divisional contacts to raise awareness of the third-party risk management framework as well as develop the risk management skills of all Vendor Relationship Owners- Developing and providing periodic global and regional reporting on vendor landscape, risks, controls, and overall status of divisional execution against the program requirements- Support and help lead aspects of global TPRM program initiatives and priorities, working with global program and capability leads, as well as the global team overallWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking to hire a Mortgage Processor/ Customer Experience Specialist to work for a large client in the Phoenix area. This is a customer service role, operating in a call center... More environment and supporting Consumer Direct Lending. As the Specialist, you will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. Responsibilities include: - Answer high-volume, inbound calls or texts from current customers in a timely manner - Perform routine data entry and validation tasks - Handle routine calls, emails and/or chat responses with employees, consumers and/or authorized 3rd parties - Interact with multiple departments to expedite processing and/or issue resolutionWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is hiring an Operations Associate to support one of Canada?s largest banking institutions during its peak season. This role is part of the Retail and Transfers team and plays a... More critical part in ensuring the accuracy and efficiency of financial operations. The ideal candidate is detail-oriented, analytical, and thrives in fast-paced, high-volume environments.Key Responsibilities:-Process a variety of financial transactions with precision and timeliness.-Update and maintain client records in internal systems.-Generate and analyze financial reports to support operational decisions.Review documentation for accuracy and completeness.-Collaborate with team members to meet daily operational targets and deadlines.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for 2 Sr Marketing Managers to join a large client downtown Toronto. The qualified candidates will be working on digital acquisition for credit cards. They should have... More experience working in the digital space and working on technical platforms. 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 to hire Loan Processors and Loan Closers to work for a large mortgage client in Plano, TX, Phoenix, AZ, Moorpark, CA and Tampa, FL. All positions are onsite Monday-... More Friday.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Sr. Manager for Pricing and Proposals to join a finance team at a contract manufacturing organization. This individual will either report into the Omaha, NE... More Headquarters or to their Northern Phoenix, AZ location. They will lead the development and execution of pricing strategies to optimize profitability, support product lifecycle management, develop compelling customer proposals, and enhance market competitiveness. Reporting to the Director of FP&A, this role will collaborate cross-functionally with production, sales, marketing, R&D, innovation, and finance teams to align pricing with company objectives and supply chain dynamics. Additional responsibilities will include:Analyze production costs, supply chain factors, and market trends to inform pricing decisions in a timely manner and ensure cost-effective strategies.Conduct competitive analysis and market research to identify pricing opportunities and maintain a strong market position.Monitor pricing performance metrics and adjust strategies to meet revenue, margin, and volume goals.Partner with sales and production teams to design pricing structures, discounts, and contract terms that support customer acquisition and retention.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Strategic Pricing Manager develops and executes long-term pricing strategies by analyzing market trends, customer behavior, and competitive dynamics, working closely with cross-functional teams... More to align pricing with business objectives and maximize profitability, revenue growth, and value capture across key marketsBusiness Strategy and Policies?Develop pricing strategies that align with long-term business goals by incorporating market intelligence, customer segmentation, and competitive benchmarking, to maximize profitability and market share.?Conduct in-depth analysis of market trends, competitor pricing, and customer behavior by using analytical tools and BI platforms, to support informed pricing decisions.?Identify customer value drivers and willingness-to-pay by analyzing transaction data and sales insights, to define differentiated pricing strategies that reflect perceived value.Execution and Optimization?Collaborate with Sales, Finance, and Marketing to align pricing strategies with commercial objectives, ensuring stakeholder buy-in and coordinated implementation.?Lead high-impact pricing negotiations with key customers by leveraging data-driven insights and value communication, to maximize value capture and strengthen customer partnerships.?Monitor pricing performance and KPIs by developing dashboards and reports, and adjust strategies accordingly, to drive continuous improvement in revenue and profitability.?Support other commercial analytics needs on an ad-hoc basisTools, Models, and Governance ?Build and maintain pricing models, tools, and frameworks by working with Finance and BI teams, to support scalable, repeatable, and transparent pricing decisions. ?Stay informed on pricing best practices and emerging trends by attending industry events, networking with peers, and applying insights to enhance internal capabilities.?Margin Improvement vs Baseline ?Price Realization vs Target?Model Accuracy / Pricing Decision Support Effectiveness?Innovation Adoption Rate (New Pricing Strategies/Tools)We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less