Job Search Results for financial services

Insight Global is seeking an Ops Risk Senior Analyst who can lead end to end RCSA execution, facilitate stakeholder work sessions and walkthroughs, and critically review workflows and methodology... More with an adaptable, solutions oriented mindset. The ideal candidate brings strong operational risk and effective challenge experience, has been formally trained on RCSA, may have helped build a program, and is comfortable thinking beyond legacy approaches rather than replicating prior institutions? procedures.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 AS400 iSeries specialist to join one of our enterprise financial clients local to Plano, TX. They will support critical AS400 systems and applications for the Global... More Markets business. This role supports the stability and availability of critical trading and transaction-processing platforms used across front, middle, and back-office functions. The focus is on day-to-day production support for AS400/iSeries environments and their upstream and downstream integrations with Linux, Unix, and Windows systems. Responsibilities include real-time monitoring, incident triage, and issue resolution when transactions fail or performance degrades. The role drives incident management end to end?opening tickets and bridges, coordinating with the appropriate technology and business teams, and providing clear, concise status updates until resolution. In addition, the position participates in scheduled contingency and disaster recovery testing, serves as primary support during assigned coverage rotations (including weekends or holidays), and leverages monitoring tools, SQL analysis, runbooks, and basic automation to restore service efficiently and reduce repeat issues.The role will involve hands-on management of critical batches, Incident Management, Monitoring of critical processes and functional releases. This role requires partnership with Infrastructure and Development partners to maintain a stable and resilient platform. A core level of AS400 resources are required during AMRS shifts to ensure critical processes are completed within SLA to avoid client, financial and regulatory reporting impact. Failure to react in a timely manner to batch issues could lead to: Client impact: Delayed delivery of client reports, in particular Daily Valuation Margin Reports, delayed notification of breaks to clients and delayed response to client queries Regulatory: Hong Kong regulator (HKEX rule 617) requires DVMR reports to be delivered before midnight Regulatory: NFRR ? Failure to make adjustments by ICE Open Interest Management reporting SLA of 5.00 AM ET and LME Commodities Position reporting SLO of.30 AM ET need to be reported to ICE and LME Exchanges Regulatory: Client Money substitution events for EMEA entities are dependent on availability of reconciliations by 6.30 AM ET Collateral Management: Unable to adjust margin calls Operational: Delays / extended hours to complete Operations processesWe 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 global financial firm is hiring a multiple Client Processing Managers and Associates for Syndicated Loans in the Houston, TX, area. The candidate will be responsible for end to end processes for... More syndicated loans. They must have experience with LoansIQ or ClearPar and managing highly complex deal structures. Key Responsibilities?Manage the full lifecycle of syndicated and bilateral loans, including loan closing, servicing, rate setting, payments, advances, fees, and portfolio management within LoanIQ.?Serve as the operational lead for agency functions?coordinating with borrowers, lenders, and internal teams to ensure accurate and timely processing.?Resolve complex loan issues and client inquiries using expert knowledge of syndicated loan structures and system workflows.?Interpret and apply complex credit agreements and legal documentation to operational processes.?Oversee and enhance loan operations processes, including trade processing and coordination with platforms such as ClearPar.?Collaborate across internal groups and external stakeholders to maintain service quality and operational efficiency.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

Freedom Financial Partners is hiring an Administrative Assistant to support Financial Advisors with client service, marketing and administrative support in a growing practice. This role is ideal for... More someone who enjoys meaningful client work, variety in their day, and learning new skills with a supportive team.What you?ll do (with support + training)? Support client service and planning work by preparing materials and helping with follow-ups.? Communicate with clients by phone and email in a professional, friendly manner (comfort on the phone is important; we?ll help you ramp up)? Help keep client documentation accurate, organized, and consistent within established compliance-sensitive processes.? Assist with marketing efforts (content development, social media, and coordination for events/webinars).? Take ownership of administrative tasks and special projects to keep the office running smoothly.Will be reporting to 3 executives Compensation - $37,440We 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 Mortgage Closer is responsible for supporting the Closing function across multiple channels and plays a critical role in ensuring timely and accurate closings of mortgage loans. This position... More requires strong attention to detail, problem-solving skills, and a commitment to delivering exceptional customer service while maintaining efficient and effective processes. As a Mortgage Closer, you will prepare closing documents, balance Initial and Final Closing Disclosures, and collaborate with internal teams and external partners throughout the transaction. You will also manage escalations that prevent loans from closing, working quickly to resolve issues so loans can fund on time.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 accomplished Chief of Staff to support the Business Operations team at it's top FinTech client. This is a high-impact, hands-on leadership role focused on driving... More operational excellence, strategic execution, and resource management across a fast-moving business unit. The Chief of Staff will partner closely with senior leadership and work extensively across the product development lifecycle, collaborating with product managers, engineers, and designers. This role will lead a team responsible for key operational priorities, including managing operating cadences and executive agendas, ensuring clarity and alignment in communications, overseeing workforce and resource planning, and supporting executive decision-making. As a trusted advisor and right hand to the executive, this individual will guide teams through complex initiatives, resolve competing priorities, and ensure the organization operates efficiently and effectively.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 Digital Marketing Lead to join a family owned financial services firm based in Birmingham Alabama. This role will report directly into the Marketing Director and be... More responsible for shaping how marketing channels are managed as the business continues to grow. Responsibilities include:Email Marketing (Lifecycle & Campaign Ownership)- Own client and prospect email campaigns end-to-end- Build and manage segment-based nurture campaigns- Plan calendars, draft content, QA, deploy, and report- Execute using Constant Contact and LeadCenter (LC)- Deliver review-ready campaignsSocial Media Strategy & Execution- Own monthly social content strategies and calendars- Stay at least one month ahead, ideally two- Create and write content using AI tools with sound judgment- Schedule and publish content using native platforms and Sprout or Hootsuite- Report on performance, audience behavior, and competitor trendsPaid Digital Marketing (Hands-On Required)- Manage paid social campaigns directly- Own targeting, budget pacing, creative coordination, and optimization- Read performance data and adjust accordingly- Transition into SEM ownership after demonstrating business understanding and best practicesAI-Enabled Content Creation- Use ChatGPT as a thought partner, not a search engine- Build and maintain projects and personas- Accelerate drafting while applying human judgmentProject & Campaign Execution- Manage projects in Monday.com- Own timelines, dependencies, and follow-through- Surface risks early and ensure on-time deliveryWe 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 Manager of Workforce Management and Productivity is responsible for developing and executing strategic workforce planning and labor productivity initiatives across the IL/IN Region of Trinity... More Health, including Loyola Medicine and Saint Joseph Health System. This role partners closely with nursing and clinical leadership to establish department-specific productivity goals, monitor performance, and drive continuous improvement in labor efficiency. The ideal candidate will leverage tools such as UKG Dimensions Healthcare Analytics, Tableau, and internal benchmarking systems to ensure accurate tracking of volumes and productive hours, appropriate targets, and performance to goal. This individual will also lead training, reporting, and performance review sessions, and collaborate with Trinity Health?s national workforce management team to enhance reporting strategies and productivity outcomes.KEY RESPONSIBILITIES:? Partner with facility, division, nursing, clinical, and finance leaders to identify labor productivity improvement opportunities ? Develop and implement labor productivity targets aligned with Trinity Health service line standards ? Monitor daily and weekly productivity metrics using UKG Dimensions Healthcare Analytics and Tableau dashboards ? Lead monthly, quarterly, and annual workforce planning and productivity review sessions ? Deliver training to frontline leaders on productivity tools, data interpretation, and performance management ? Provide monthly KPIs and quarterly scorecards to leadership ? Support cost savings target setting and tracking with Regional Director of Finance Operations and hospital VPs of Finance ? Collaborate with Trinity Health?s national workforce management team on reporting strategies and productivity outcomesWe 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

Job Description: One of our top software wealth management clients is looking for the Head of Marketing to join their dynamic team. The Head of Marketing's responsibility is to own end-to-end... More marketing across demand gen and lifecycle. They will lead an all-start Marketing team (Google Marketing Live's 2022 Featured Firm) to the next level and partner with sales, product, and design to align GTM efforts. Daily Responsibilities: - Manage a team of 3 marketing specialists - Generate growth and demand for GTM effortsWe 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

Role OverviewThe Policies & Procedures Administrator will work independently to create, maintain, and manage a formal, centralized database of policies, procedures, and best practices across multiple... More business units. This role partners closely with business leaders, subject matter experts, compliance, legal, and training teams to ensure documentation is accurate, compliant, current, and easy to access.This position is ideal for someone who excels in procedural writing, interviewing stakeholders to capture workflows, and translating complex processes into clear, well-structured documentation.A Typical Day IncludesCollaborating with business leaders and stakeholders to identify policy and procedure prioritiesInterviewing partners and subject matter experts to gather accurate action steps and workflowsResearching, drafting, editing, and formatting comprehensive policy and procedure documentationUpdating existing materials to reflect business, regulatory, and operational changesImplementing and maintaining a user-friendly procedures and documentation databasePartnering with the Training team to ensure learning materials align with the most current policies and proceduresEnsuring documentation supports compliance, legal requirements, and operational efficiencyPerforming additional related duties as assignedDemonstrating behaviors aligned with culture and valuesKey ResponsibilitiesWrite, revise, and maintain clear, consistent policy and procedure documentationTranslate complex operational processes into structured, easy-to-follow documentationEnsure alignment with regulatory, compliance, and legal requirementsMaintain formatting standards and version control across all documentationSupport cross-functional consistency by ensuring procedures are standardized where appropriateCommunicate effectively with stakeholders at all levels of 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