Job Search Results for financial services

The AI Engineer will be supporting a large-scale transformation program. This role sits at the intersection of advanced analytics, AI, and modern data platforms, with a strong focus on Azure-based... More data ecosystems and AI enablement. The successful candidate will play a key role in designing, building, and implementing AI-enabled data solutions, supporting both internal analytics modernization and enterprise data platform initiatives. This includes contributing to data product development, dashboard transformation, and cloud migration programs. This is an ideal opportunity for someone who thrives in a consulting-led environment working closely with business stakeholders and technical teams to deliver scalable, production-grade AI solutions.Roles/Responsibilities:- Design, develop, and deploy AI/ML solutions aligned to business and data strategies within financial services environments- Build and implement agent-based tools and AI-driven workflows where applicable- Leverage modern AI tooling such as GitHub Copilot or similar to accelerate development and delivery- Contribute to the implementation of Azure-based data platforms, including data pipelines, data products, and data integration frameworks- Support migration initiatives from legacy platforms (e.g., Teradata, Hadoop-type environments) to Azure- Collaborate with data engineering teams to ensure scalable, reliable data architecture- Support the revamp of internal dashboards and reporting frameworks- Transition legacy reporting (e.g., Power BI dashboards) toward more scalable, product-oriented data solutions- Work closely with analytics teams to translate business insights into technical solutions- Partner with business, product, and technical stakeholders to define requirements and deliver solutions- Operate effectively within a Big 4 consulting model, managing multiple workstreams and client expectations- Communicate technical concepts clearly to non-technical stakeholdersWe 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 a Compliance Analyst for a leading financial services organization within the global exchange industry. This individual will support day-to-day corporate compliance... More operations, assisting with disclosures, approvals, monitoring, and periodic reviews across multiple compliance functions. The role is highly process-driven and detail-oriented, offering hands-on exposure to a global compliance program, mentorship from experienced professionals, and the unique opportunity to work onsite in the iconic New York Stock Exchange building.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 a Senior Full Stack Repave Platform Engineer for a top financial services client. This role focuses on building and modernizing enterprise applications through scalable,... More API-driven backend services and responsive, user-focused web interfaces. The ideal candidate brings strong .NET expertise, deep experience with distributed systems, and a passion for engineering quality and automation. This engineer will work closely with cross-functional teams to deliver reliable, high-performing solutions while influencing architecture, design standards, and modernization efforts across critical platforms.Day-to-Day?Design, develop, and maintain API-driven backend services using .NET technologies?Build responsive, user-centric web interfaces using modern front-end frameworks?Translate business and platform requirements into clear technical designs and deliverables?Modernize and enhance distributed systems with a focus on reliability and performance?Collaborate with platform, infrastructure, operations, and security teams?Implement and maintain automated testing frameworks to ensure quality and scalability?Optimize database interactions, performance, and data integrity?Participate in architecture discussions and uphold engineering best practices?Contribute to documentation, code reviews, and continuous improvement effortWe 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 Desktop Support Technician to join their IT team. This role will provide hands-on desktop and user support across branch locations and corporate users, with a strong... More emphasis on customer service, troubleshooting, and learning a complex financial services environment. The pay rate for this is $20-30hr depending on years of experience.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 an experienced Delivery Lead / Business Analyst for one of our top financial services clients. This candidate will be joining an established Financial Technology group... More within the Risk and Finance Technology space. In the role, this individual will be responsible for leading and supporting change management daily duties (including in-house CRQ administration and Remedy navigation based on SDLCs). Additionally, this individual will be responsible for creating action steps from both formal and informal meetings with Executives and Stakeholders to include items like slide deck preparation, talking point consolidations, Excel trackers, etc. The ideal candidate will be confident and have proven ability to take on the occasional scrum master responsibilities such as managing standups, backlog reviews, and typical agile ceremonies. Lastly, this individual must have excellent communication and presentation skills, as they will be presenting to Business and Technology Executives on a regular basis.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

SummaryOur team is enhancing its data engineering capabilities with focus in financial services data including accounting, finance, and broader Enterprise Data initiatives. We are seeking a skilled... More Data Engineer, along with at least two years of experience, who will design, build, and maintain scalable data pipelines, integrations, and Lakehouse architectures utilizing Python, Microsoft Fabric, Azure DevOps, Jira and more.Key ResponsibilitiesDesign, build, and optimize ETL/ELT pipelines utilizing Microsoft Fabric Notebooks (Python) and Fabric Pipelines.Utilize CI/CD pipelines (Azure DevOps, Git-based workflows, Fabric deployment pipelines, etc.) to automate code deployments, testing, and release processes.Maintain version control across code, pipeline definitions, SQL models, and integration scripts.Build and maintain integrations (initially Salesforce) for syncing data between source systems and the enterprise data warehouse in Microsoft Fabric.Architect and manage Lakehouse (Bronze/Silver/Gold) structures aligning with enterprise medallion best practices.Develop scalable data models for investment reporting, portfolio analytics, and capital markets insights.Ensure schema alignment, consistency, and auditability across all inbound data flows.Implement ongoing monitoring, validation, and reconciliation to support trusted investment and risk reporting.Maintain metadata, data dictionaries, and technical documentation in alignment with Enterprise data governance.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

In this role, you will work closely with IT, Security, and Risk stakeholders to ensure technology risks are effectively identified, assessed, and managed across the enterprise. You will facilitate IT... More RCSAs, document risks and controls within ServiceNow IRM, and track remediation of issues resulting from assessments and audits. You will regularly prepare dashboards and risk reports for leadership, support audit evidence requests, and help enhance GRC processes through automation and tool optimization. Your work directly contributes to maintaining a strong, sustainable, and compliant IT control environment within a financial services organization.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

One of Insight Global?s leading Financial Management clients is looking for a New Business Coordinator responsible for managing the front end of the client journey. This would involve qualifying... More prospective clients, scheduling appointments, and ensuring a high-quality experience before they ever meet with an advisor. This is not a traditional administrative role. This position plays a direct role in firm growth by improving appointment conversion, reducing no-shows, and ensuring our advisors are meeting with the right client families. The ideal candidate is polished on the phone, naturally persuasive, highly organized, and takes ownership of outcomes?not just tasks.Key Responsibilities:Prospect Qualification - Conduct initial outreach and phone conversations with inbound leads- Assess alignment with Freedom Financial?s ideal client profile- Determine appropriate next steps: schedule, nurture, or disqualify- Ensure advisors are meeting with qualified, high-fit prospectsAppointment Scheduling & Calendar Coordination- Schedule all new prospect appointments (intro calls, first visits, etc.)- Optimize advisor calendars for efficiency and flow- Ensure all required information is gathered prior to scheduling- Set clear expectations with prospects regarding the meetingAppointment Conversion & Follow-Up- Proactively follow up with cancellations, no-shows, and reschedules- Re-engage prospects using a confident, service-oriented approach- Reinforce the value of the meeting and encourage commitment- Maintain consistent follow-up cadence until resolutionProspect Experience & Preparation- Ensure prospects feel informed, prepared, and confident prior to their first meeting- Send confirmations, reminders, and pre-meeting instructions- Serve as a professional and welcoming first point of contactPipeline Tracking & Coordination- Maintain accurate records of all prospect interactions within CRM- Track progress from initial inquiry through appointment attendance- Provide clean, complete handoffs to internal team membersAdministrative Support (Secondary Responsibility)- Provide backup support for incoming phone coverage when needed- Assist with light administrative tasks during peak periodsWe 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 a bilingual (French/English) QA Analyst to support testing for a French-speaking conversational bot with a global banking client. There is a strong focus on validating... More French language content and speech-to-text functionality. This role is primarily functional and UI-focused, supporting early journey testing and business validation.Key Responsibilities- Test and validate French-language content for a conversational bot, including spoken and written responses- Validate speech-to-text (voice-to-text) functionality in French- Perform functional and UI testing across customer journeys (Journey 1 onward)- Design and execute test cases in French, ensuring linguistic accuracy and quality- Support business validation by confirming responses meet French language requirements- Work within an Agile team using JiraWe 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 financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Select. This will entail products such as lines of credit, loans, and savings accounts. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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