Job Search Results for sales
Mar 31, 2026
Columbia, SC
|
Project Manager
|
Perm
|
$64k - $80k (estimate)
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Insight Global is seeking a Construction Manager to support a large residential builder client of ours out of Columbia, SC. This individual will be responsible for managing the activities of... construction projects. They will be working to ensure construction schedules, onsite safety, review and request modifications to construction drawings when errors occur. Oversee the scheduling and supervision of daily trade partner activities and evaluate the quality and efficiency of their work. Manage the customer experience throughout the entire construction process, including regular communications with updates. Negotiate, create, and authorize field purchase orders for materials and labor resources.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Jan 24, 2023
Petersburg, VA
|
Supply Chain
|
Contract-to-perm
|
$36 - $46 (hourly estimate)
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*Create professional proposals to include scope of work and pricing *Work closely with Project Managers and Customers during the design and installation phases *Perform site surveys and attend... meetings to obtain necessary information to formulate design/scope for project estimates *Develop labor, equipment and material estimates, including quoting and itemizing bills of materials *Draft scopes of work in coordination with operations personnel *Conduct material product research and specifications sheet documentation *Participate in project design review sessions when requested *Work with material vendors for project special pricing requests *Coordinate with purchasing department when ordering materials for awarded projectsWe 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/ .
Feb 19, 2026
Cascade, MI
|
Project Manager
|
Perm
|
$140k - $160k (estimate)
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A large Material Handling Company is looking for a Senior Project Manager. This person will manage full project delivery of an automated material handling warehouse. They will be responsible for... managing everything from budget to scope to timeline to resource and risk management. This person will be the main point of contact interacting with the customer and communicating direction to their core delivery team. The delivery team will consist of PM?s, project engineers, controls, and software engineers. The main project they will be supporting is about $100-200M in value. Once training is complete, this role will require about 50% travel as it is important for this person to be on site to ensure proper progress is being met on time and on budget. This person must be very driven, highly organized, a strong communicator and a great leader.Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.Salary range for this position is $140,000 - $160,000 depending on previous experience and education.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Aug 05, 2025
Fort Worth, TX
|
Accounting / Finance
|
Perm
|
$100k - $110k (estimate)
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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... 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/ .
Feb 19, 2026
Cascade, MI
|
Project Manager
|
Contract
|
$59 - $74 (hourly estimate)
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A large Material Handling Company is looking for a Senior Project Manager. This person will manage full project delivery of an automated material handling warehouse. They will be responsible for... managing everything from budget to scope to timeline to resource and risk management. This person will be the main point of contact interacting with the customer and communicating direction to their core delivery team. The delivery team will consist of PM?s, project engineers, controls, and software engineers. The main project they will be supporting is about $100-200M in value. Once training is complete, this role will require 10-15% travel as it is important for this person to be on site to ensure proper progress is being met on time and on budget. This person must be very driven, highly organized, a strong communicator and a great leader.Pay Range: $50-70/hr depending on experience level. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages while on contract 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.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/.
Mar 10, 2026
San Diego, CA
|
Business Analysis
|
Perm
|
$180k - $190k (estimate)
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This role is hands-on and requires deep configuration expertise in Oracle Demand Management Cloud and Oracle Supply Planning Cloud, with the ability to improve forecast accuracy, reduce inventory imbalances, and manage real-world constraints like lead times and capacity.This role will also help implement process and system enhancements based on PwC advisory recommendations, ensuring planning capabilities scale consistently across entities.Key ResponsibilitiesOracle Fusion SCP Configuration \u0026 Optimization (Hands-On)Configure and optimize Oracle Demand Management Cloud and Oracle Supply Planning CloudManage planning setup including: calendars, organizations, hierarchies, sourcing rules, lead times, constraintsplanning parameters and plan optionsplanning measures (base/derived) and analytics validationRun, validate, and tune planning cycles and scenarios to improve business outcomesAcquisition Integration / Multi-Entity Planning ExpansionLead planning onboarding for acquired companies: align item/forecast structures, planning policies, and master dataintegrate planning workflows into existing Oracle Fusion SCP landscapeStandardize and harmonize planning processes across entities while respecting business differences.Business Outcomes (Core Focus Areas)Improve forecast accuracyReduce inventory excess/shortageAddress long lead time and capacity constraint planning challengesPartner with planners to establish trusted plans and measurable KPIsData \u0026 EnablementLead/support planning data loads via FBDI/ADFdi and validate planning inputs/outputsPartner with data/integration teams to ensure planning data pipelines are stableDrive user adoption, training, and continuous improvementDelivery / GovernanceOwn enhancements aligned to PwC recommendations; translate into actionable configuration and process changesSupport CRP/UAT for enhancements and new org onboardingMaintain functional documentation and configuration artifactsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Sr Oracle Fusion Supply Chain Planning Analyst","City":"San Diego","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5?10+ years in supply chain planning systems roles, with deep Oracle SCP expertiseHands-on configuration of:Oracle Demand Management CloudOracle Supply Planning CloudProven experience supporting/optimizing an already-live planning environmentStrong planning domain expertise (forecasting, supply planning/MRP, inventory, constraints)Experience supporting multi-org/global planning environments and/or acquisitionsMust show recent, strong experience with multiple Oracle SCM areas:Oracle Supply Chain PlanningOracle Demand ManagementOracle Supply PlanningOracle Sales \u0026 Operations PlanningOracle Backlog ManagementOracle ManufacturingOracle InventoryOracle Order ManagementOracle ProcurementOracle Fusion (mandatory)Oracle EBS (preferred)","Skills":"Oracle EBS ASCP experience (especially if transitioned to Fusion SCP)Project Manufacturing preferredExperience implementing consulting-driven process improvements (PwC or similar)FBDI/ADFdi, planning analytics, measure configuration experience","Industry":"Business Analysis","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":190000.0000,"SalaryLow":180000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
We are seeking a Principal-level Oracle Fusion Supply Chain Planning (SCP) Functional Lead to support and optimize our already-implemented planning environment and integrate two newly acquired... companies into our end-to-end planning processes. This role is hands-on and requires deep configuration expertise in Oracle Demand Management Cloud and Oracle Supply Planning Cloud, with the ability to improve forecast accuracy, reduce inventory imbalances, and manage real-world constraints like lead times and capacity.This role will also help implement process and system enhancements based on PwC advisory recommendations, ensuring planning capabilities scale consistently across entities.Key ResponsibilitiesOracle Fusion SCP Configuration & Optimization (Hands-On)Configure and optimize Oracle Demand Management Cloud and Oracle Supply Planning CloudManage planning setup including: calendars, organizations, hierarchies, sourcing rules, lead times, constraintsplanning parameters and plan optionsplanning measures (base/derived) and analytics validationRun, validate, and tune planning cycles and scenarios to improve business outcomesAcquisition Integration / Multi-Entity Planning ExpansionLead planning onboarding for acquired companies: align item/forecast structures, planning policies, and master dataintegrate planning workflows into existing Oracle Fusion SCP landscapeStandardize and harmonize planning processes across entities while respecting business differences.Business Outcomes (Core Focus Areas)Improve forecast accuracyReduce inventory excess/shortageAddress long lead time and capacity constraint planning challengesPartner with planners to establish trusted plans and measurable KPIsData & EnablementLead/support planning data loads via FBDI/ADFdi and validate planning inputs/outputsPartner with data/integration teams to ensure planning data pipelines are stableDrive user adoption, training, and continuous improvementDelivery / GovernanceOwn enhancements aligned to PwC recommendations; translate into actionable configuration and process changesSupport CRP/UAT for enhancements and new org onboardingMaintain functional documentation and configuration artifactsWe 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/.
Mar 31, 2026
Round Rock, TX
|
Customer Service
|
Contract-to-perm
|
$18 - $23 (hourly estimate)
{"JobID":513129,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-97.74,"Longitude":30.26,"Distance":null},"State":"Texas","Zip":"78728","ReferenceID":"AUS-51706067-86cf-4058-9cdd-806ac8539c4f","PostedDate":"\/Date(1774974613000)\/","Description":"The Strategic Account Support Specialist will serve as the primary liaison between Dover FS and its strategic accounts.Responsibilities include:- Processing and managing equipment orders- Communicating order status and resolving customer inquiries- Generating customized quotes and reports- Handling claims, RMAs, and disputes- Supporting logistics and e-commerce issues- Validating equipment order forms and coordinating projects- Performing root cause analysis using tools like 5 Whys, Ishikawa, and ParetoWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Strategic Account Support Specialist","City":"Round Rock","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must Haves- Strong attention to detail- Organizational and time management skills- Accountability and problem-solving mindset- Experience in customer service, account management, or sales support- Ability to manage multiple priorities and meet deadlines- Excellent verbal and written communication skills- Proficiency in CRM systems and Microsoft Office Suite- Ability to work independently and in virtual/hybrid environments- Bachelor\u0027s degree in business administration, project management, or related field","Skills":"Plusses- Bilingual- Experience with strategic accounts or subscription-based services- Familiarity with ERP systems and e-commerce platforms","Industry":"Customer Service","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":23.0000,"SalaryLow":18.4000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
The Strategic Account Support Specialist will serve as the primary liaison between Dover FS and its strategic accounts.Responsibilities include:- Processing and managing equipment orders-... Communicating order status and resolving customer inquiries- Generating customized quotes and reports- Handling claims, RMAs, and disputes- Supporting logistics and e-commerce issues- Validating equipment order forms and coordinating projects- Performing root cause analysis using tools like 5 Whys, Ishikawa, and ParetoWe 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/.
Apr 01, 2026
Mineola, NY
|
Accounting / Finance
|
Perm
|
$72k - $90k (estimate)
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One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Mineola, NY. The Financial Advisor Associate (FAA) role works with prospects and clients... to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Jan 16, 2026
Calgary, AB
|
Architect
|
Contract
|
$82 - $102 (hourly estimate)
{"JobID":483767,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Alberta","Zip":"T2P 0","ReferenceID":"CAL-23979a8a-414d-4243-897f-79630fc97a0e","PostedDate":"\/Date(1768590949000)\/","Description":"Insight Global is seeking a SAP FSCM Consultant to join a large consulting company to support an end client in the oil and gas sector. The ideal candidate will drive the end to end design and delivery of the Credit Management solution in S/4HANA. This will be a fully remote contract role, 40 hours per week, with occasional travel to the client site in Houston TX. Responsibilities? Lead and author the Credit Management PDD (process design documents), working directly with business stakeholders to gather requirements and define scope.? Drive SAP Credit Management design for Fleet, Cardlock, and Lubes, with potential expansion to Refinery depending on future needs..? Hands-on configuration of SAP FSCM including BP FSCM roles UKM/UDM? Define the operating model between SAP CM and CXL, including integration considerations.? Partner with cross functional teams to shape a scalable, enterprise wide credit solutionWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"SAP FSCM Consultant","City":"Calgary","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 5-10+years SAP S/4 HANA experience - 3+ years FSCM Credit Management experience - Experienced leading design workshops (senior stakeholders, 30+ people) and doing documentation (PDD)- Experience in majority of SAP FSCM sub areas: Business Partner (BP) set up and integration for FSCM BP roles (master data), credit segments, credit exposure, credit rules \u0026 checks, scoring and credit limit calculation, risk categories, workflow and approvals, integration with credit system and order fulfillment, credit rating procedures- Experience in gathering requirements, hands on configuration and testing in FSCM and integration with credit systems to SAP- Experience with high volume OTC environments (Fleet, Cardlock, Lubricant warehouse background, commercial sales and fuel delivery).","Skills":"- Historical work on Oil and Gas clients","Industry":"Architect","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":102.0000,"SalaryLow":81.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking a SAP FSCM Consultant to join a large consulting company to support an end client in the oil and gas sector. The ideal candidate will drive the end to end design and... delivery of the Credit Management solution in S/4HANA. This will be a fully remote contract role, 40 hours per week, with occasional travel to the client site in Houston TX. Responsibilities? Lead and author the Credit Management PDD (process design documents), working directly with business stakeholders to gather requirements and define scope.? Drive SAP Credit Management design for Fleet, Cardlock, and Lubes, with potential expansion to Refinery depending on future needs..? Hands-on configuration of SAP FSCM including BP FSCM roles UKM/UDM? Define the operating model between SAP CM and CXL, including integration considerations.? Partner with cross functional teams to shape a scalable, enterprise wide credit solutionWe 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/.
Apr 01, 2026
Hicksville, NY
|
Accounting / Finance
|
Perm
|
$72k - $90k (estimate)
{"JobID":513976,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.52,"Longitude":40.76,"Distance":null},"State":"New York","Zip":"11801","ReferenceID":"PHL-1ba41f96-652d-4c57-b25d-a7cfec0a1577","PostedDate":"\/Date(1775076372000)\/","Description":"One of Insight Global\u0027s large banking clients is seeking a Financial Advisor Associate for a full-time role in Hicksville, NY. The Financial Advisor Associate (FAA) role works with prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor Associate - Hicksville, NY","City":"Hicksville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 required - Active L\u0026H certification and Series 66 (or equivalent) or must obtain all within the Licensing and Registration Schedule Self-directed upon hire- Possesses comprehensive knowledge of wealth products and services, consultative sales skills and business-development acumen to effectively serve retail and small-business banking clients.- Demonstrates strong communication, organizational, and time-management skills, with the ability to build effective partnerships and relationships across departments.- Able to travel and commute daily within the assigned market to meet prospects, clients, and internal partners, maintaining a consistent presence in the field five days a week.","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":90000.0000,"SalaryLow":72280.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Hicksville, NY. The Financial Advisor Associate (FAA) role works with prospects and... clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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/.