Job Search Results for financial services

One of Insight Globals largest financial institution clients is looking to hire two Team Leads to support voluntary corporate actions team, specifically within Latin America, Canada, and their DTC... More group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio Services team. The main responsibility and requirement for this candidate is to manage/be responsible for the voluntary corporate actions workflow. Focus points within voluntary will be response and instruction, payments, and post payment responses. They will take client responses and ensure that they make it to market accurate and one time to meet all outlined deadlines while also supporting all team analysts. This team typically deals with 20-30 events per day utilizing DTC and SWIFT to process any actions. Manages all initiatives of the team and aligns team resources accordingly to complete client requests. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes client inquiries and requests. Resolves complex, escalated issues from subordinate staff. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a teamWe 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 seeking an Internal Auditor to support one of its large financial services clients within the Internal Audit ? Compliance & Legal function. This role will focus on executing audits... More related to regulatory and compliance areas such as FCC, AML, KYC, and related financial-crime and regulatory frameworks. The auditor will participate in stakeholder walkthroughs, gather and evaluate audit evidence, perform control design assessments, and execute control effectiveness testing. Findings and supporting workpapers will be documented and submitted to audit leadership for review. This position is onsite five days per week, Monday?Friday, 8:00 AM?5:00 PM.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

As Director of Patient Financial Services, you?ll oversee all aspects of patient billing, accounts receivable, and cash management for the organization. Your day involves planning and directing the... More work of the patient accounting team, ensuring accurate and timely billing, collections, and insurance verification. You?ll regularly review account balances, monitor collections, and implement procedures to maximize reimbursement and compliance with regulations. The role requires frequent collaboration with medical staff, outside agencies, and internal departments, as well as handling inquiries and resolving issues related to billing and payments. You?ll also be responsible for hiring, training, and evaluating staff, developing budgets, and ensuring the department meets quality and compliance standards. In the absence of the CFO, you may manage day-to-day financial operations for the organizationWe 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 Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe 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 seeking Manager of Business Operations to join the team of an AM 100 law firm. This role is responsible for providing operational leadership to legal management, as well as the... More various administrative functions that support the Firm?s legal practices. This particular role will support select practices within our Business Law department. This position will be the main liaison between Finance and the business, and will be responsible for driving profitability and providing financial oversight to their respective legal practices. This position will report to the Director of Business Operations ? Transactional, and will have managerial responsibilities.Responsibilities:Provide financial oversight to legal department and practice chairs, including planning and ongoing management against financial and non-financial goals and metrics though the leveraging of key performance indicators to assist practices in meeting firm expectationsCoordinate with the various administrative functions within the firm, including Finance, Case Management, IT, etc., to provide insight and guidance into the business and ensure the operational needs of the business are being metImplement matter management tools and techniques to help ensure matters are executed efficiently within the pricing guidelines and budgetUtilize profitability models and market intelligence for evaluating and recommending changes to new and existing fee arrangements, and to build client relationships aligned with firm strategyLead integration efforts for lateral acquisitions related to onboarding of clients, matters, rates, etc.Support system and technical improvements through business process reengineering to streamline processes as they relate to finance, accounting, billing, and various other firm functionsPartner with Data Analysis and FP&A teams on various projects and recurring processes, including but not limited to, annual budgeting, monthly P&L analysis, and management reportingPerform ad hoc analyses and projects as needed by executive leadership, attorneys, directors, managers, and othersWe 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 seeking hands-on AI Engineers/Developers with a background in Azure AI Foundry / GenAI Application Development to support AI initiatives for a financial services client. This role... More is not a general software developer position and is not for candidates with only theoretical AI exposure or light GenAI enablement. The team is focused on delivering real, production-grade AI applications, leveraging Azure AI Foundry and Retrieval-Augmented Generation (RAG) patterns. Candidates must have recent, hands-on experience building GenAI applications, not just consuming APIs or adding AI features to existing apps. Banking or financial services experience is beneficial, and Wealth Management domain expertise is a plus, but not required. Key Responsibilities- Design and build production GenAI applications using Azure AI Foundry- Develop and deploy RAG-based AI solutions (document ingestion, embeddings, vector search, orchestration)- Implement end-to-end AI workflows, including prompt design, grounding, evaluation, and monitoring- Integrate LLM-driven capabilities into enterprise applications using Azure-native services- Partner with architecture, product, and business teams on pure AI use cases- Support scaling, optimization, and operationalization of AI applications in AzureWe 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

Financial Services Support AssociateJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Support Associate to provide critical support to financial professionals. This... More role ensures seamless execution of business development, operational processes, group benefits enrollments, and office management functions. The ideal candidate is proactive, customer-focused, and adept at handling confidential client information with professionalism and discretion.---Key ResponsibilitiesClient Service & Administrative Support? Serve as a primary point of contact for clients, addressing inquiries and facilitating communication between advisors and clients.? Manage client data, schedule review meetings, and prepare necessary documentation for appointments.? Maintain and document client interactions in the client management system.? Process and follow up with clients regarding service requests.---New & Existing Business Processing? Prepare and submit applications for new business, ensuring completeness and accuracy.? Track and follow up on submitted business to ensure timely processing.? Assist with data input, underwriting coordination, and documentation preparation.? Ensure compliance requirements for product-specific applications.? Manage and reorder forms, digital onboarding materials, and marketing assets as needed.? Support Group Benefit enrollment and renewal periods.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 seeking an AI Engineer to join the AI Engineering team with one of our top financial services clients located in NYC and Dallas, Texas. Our financial services client is seeking a... More highly hands-on AI Engineer to support and execute a broad set of AI initiatives across the firm. This is a senior individual contributor role focused on building, developing, and operationalizing AI solutions?not an architect-only position. The role is contract-to-hire and requires onsite presence 5 days/week in either NYC or Dallas, Texas. Responsibilities:Design, develop, and deploy AI/ML solutions across multiple enterprise initiativesBuild and optimize models, pipelines, and AI-driven applications in production environmentsWork closely with data, engineering, and business teams to translate AI use cases into executable solutionsContribute directly to coding, experimentation, model tuning, and deployment (hands-on execution)Support AI initiatives across risk, operations, analytics, and other business functionsWe 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 for a Senior Business Systems Analyst to support the modernization of loan management and collections platforms within a financial services environment. This role will play a... More key part in moving away from legacy and manual systems and transitioning to industry-standard platforms that better support scalability and efficiency.The Business Systems Analyst will work closely with technical and business stakeholders to identify target platforms, define system architecture, and support integrations between loan servicing systems, collections platforms, and an integration hub. The role will focus heavily on ensuring loan and collections data is accurately captured, transformed, and fed into downstream collections solutions.This consultant will support two delivery pods and assist with onboarding efforts as new platforms are introduced. The initial engagement is expected to start as a six-month contract with a strong likelihood of extension based on project demand and performance.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

As a Sales Executive, you will be responsible for originating and closing financing solutions for renewable energy and equipment projects across the industrial middle market. Your clients will... More include corporations, municipalities, universities, schools, and hospitals. You?ll lead direct sales efforts, engaging with C-suite decision-makers to deliver customized financial solutions that support sustainability, operational efficiency, and capital planning goals.This role requires a strong foundation in financial services, technical understanding of energy systems, and a proven ability to navigate complex buying structures. You?ll collaborate with internal teams?engineering, structured finance, legal?and external stakeholders?developers, tax advisors, and investors?to structure and close impactful deals. This is a REMOTE role with 20% expected travel within North America as needed.Salary Range: $150,000 - $165,000 (subject to adjustment for relevant experience, skills, geographic location)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