Job Search Results for financial services

Insight Global is seeking a Solution Architect to support a Wealth Management technology organization undergoing cloud and AI transformation. This role will design solutions across a diverse... More application ecosystem, including legacy platforms, vendor systems, and new AI-enabled capabilities built on the Microsoft Azure stack. The architect will play a key role in shaping responsible AI solutions, including RAG-based architectures, while ensuring alignment with enterprise risk and governance standards.Key Responsibilities- Design end-to-end solutions across legacy, vendor, and cloud-native platforms- Define architectures for AI-enabled applications, including RAG-based solutions- Ensure solutions align with responsible AI, legal, and risk frameworks- Guide development teams within Agile pods on architecture and design standards- Support modernization and platform evolution using Azure, AI Foundry, and GitHubWe 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 Senior Business Systems Analyst (BSA) will support IT Asset Management (ITAM) governance, controls, and ServiceNow-related initiatives within a newly formed and evolving team. This role is... More focused on analyzing, tracking, and improving asset lifecycle processes across hardware and software environments, while supporting governance, risk, and compliance efforts.This individual will operate in a fast-paced, ambiguous environment and must be comfortable making recommendations, identifying gaps, and driving process improvements. The ideal candidate brings strong experience in ITAM, asset lifecycle management, and stakeholder communication, with exposure to ServiceNow being a strong asset.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 Lead Business Systems Analyst to support one of the leading banks, focused on advanced contact centre transformation initiatives. This individual will act as a senior SME... More and strategic contributor, driving the design, integration, and optimization of CCaaS (Contact Centre as a Service) solutions, including AIVA, Agentic AI, chat, and CRM platforms.This role is highly cross-functional and requires end-to-end ownership across solutioning, integration strategy, and delivery, partnering closely with business, architecture, and engineering teams.Key Responsibilities include the following:Strategic Requirements LeadershipLead engagement with business stakeholders to define, challenge, and refine requirements across contact centre operations and digital channels. Drive alignment between business needs and scalable technical solutions.Solution Design OwnershipPartner with architects and engineering teams to shape and influence solution design across CCaaS platforms (Genesys, Amazon Connect, NICE, etc.), AI-driven assistants, chat, and CRM integrations. Ensure alignment with enterprise architecture and long-term roadmap.End-to-End Data & Integration LeadershipOwn the definition, documentation, and governance of data flows, API integrations, and system interactions across complex contact centre ecosystems. Ensure data integrity, security, and scalability across platforms.Delivery Leadership in Agile EnvironmentAct as a lead BSA within Agile pods, driving backlog prioritization, facilitating design sessions, and ensuring successful delivery through build, integration, and deployment phases. Remove blockers and guide teams toward solution outcomes.SME Guidance & Stakeholder InfluenceServe as a trusted advisor and escalation point for contact centre technology decisions, influencing stakeholders across product, engineering, and business teams.Mentorship & Team LeadershipMentor junior BSAs and team members, establish best practices, and elevate overall capability in contact centre analysis, data mapping, and solution delivery.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 commercial banking professional to help clients reach their goals, to positively impact economic development in the community, and to reach the bank's... More growth objectives. The Senior Commercial Banker?s primary role will be to develop and grow commercial lending relationships in the KC Metro, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.Responsibilities? Grows a fully self-sourced portfolio of commercial loans. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker?s area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).? Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.? Responsible for ensuring that clients? entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.? Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.? Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.? Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review?to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.? Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.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 currently hiring a Deposit Operations Associate to join our client's team in Tempe, AZ. Our client is a global cryptocurrency and Web3 platform. The Deposit Operations Associate... More will play a critical role in managing wire deposits and withdrawals, ensuring accuracy and security in transaction processing, and supporting internal teams to resolve payment-related issues. This individual will be expected to work Sunday - Thursday from 6 pm to 3 am. This is a hands-on, detail-oriented role ideal for someone eager to grow in the crypto space and contribute to a high-performing operations team.Payments Processing:-Manage wire deposits and withdrawals end-to-end.-Handle manual queues and process returns.Customer Support Coordination:-Collaborate with internal teams to resolve payment-related issues.Banking Partner Requests:-Respond to fraud recall and compliance requests.-Work with compliance teams to review account activity and gather documentation.Account & Transaction Management:-Approve ledger credits, debits, and fee transactions.-Ensure account balances are accurate and reconciled.Account Maintenance:-Review and update client payment method details for accuracy and security.Customer Assurance:-Provide timely confirmations of wire transactions.-Maintain clear communication on payment statuses.The hourly rate for this position is $30/hr, depending upon preferred shift and qualifications.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 DealCloud CRM Manager to join one of their investment banking and advisory clients in New York City. The DealCloud CRM Manager will support strategic initiatives for its... More Private Capital Advisory team and will own and drive the optimization of the firm?s DealCloud CRM platform. The individual will be partnering closely with business stakeholders, data teams, and technology to enhance workflows, reporting, and overall platform effectiveness. This is a hybrid role requiring 4 days a week onsite in the NYC office. Key Responsibilities: ?Act as the primary business owner and SME for the DealCloud platform ?Define and execute CRM roadmap aligned to business goals and user needs ?Partner with front-office teams and internal stakeholders to identify workflow and process improvements ?Drive enhancements across dashboards, reporting, automation, and user experience ?Evaluate and implement new features, integrations, and capabilities?Lead user adoption through training, documentation, and change management ?Serve as escalation point for platform issues and enhancement requests ?Create best practice materials and improve overall platform utilizationWe 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

- Bachelor?s degree in Computer Science, Information Systems, or a related IT discipline or equivalent professional experience- 5+ years of hands-on development experience with Natural and ADABAS in... More enterprise environments- Proven experience developing and supporting Natural applications (online and batch)- Extensive experience performing:*Complex debugging and root-cause analysis*Production issue resolution and performance tuning*Ad-hoc data analysis and reconciliation- Demonstrated ability to write and maintain clear technical documentation, including program specifications and operational runbooks- Strong verbal and written communication skills, with the ability to translate technical issues for non-technical stakeholders- Strong working knowledge of:*ADABAS database structures, files, and access paths*Natural subprograms, maps, and batch processing*Job scheduling and execution via JCL and/or SCLWe 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 commercial banking professional to help clients reach their goals, to positively impact economic development in the community, and to reach the bank's... More growth objectives. The Senior Commercial Banker?s primary role will be to develop and grow commercial lending relationships in the Phoenix Metro, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.Responsibilities? Grows a fully self-sourced portfolio of commercial loans. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker?s area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).? Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.? Responsible for ensuring that clients? entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.? Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.? Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.? Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review?to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.? Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.? Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Team: Upstart?s Auto Operations team is growing and we're seeking Operations Associates to support our Onboarding organization for Auto-secured loan products. In this role, you will support the... More operations of one or more of our core business verticals based on the needs of our business. As an Operations Associate or contractor, your impact will be immediately felt by our customers as you assist with reviewing loan applications and directly interact with customers each and every day by phone or through email correspondence. The role requires excellent verbal and written communication skills, strong analytical and problem-solving abilities, and a passion for high-quality customer service. How you?ll make an impact ?Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents. ?Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience. ?Build trust and cultivate borrower, investor, and colleague relationships. ?Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.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 Information Security Consultant to help remediate OSFI regulations findings for a large financial services company. The primary finding was that third party suppliers... More should not have a document with facts stating the company's statement/answers that is too outdated due the high likelihood that this information has changed over time. You will define and maintain risk acceptance and evidence currency criteria, including formal acceptance standards for SOC 1, SOC 2, business continuity, disaster recovery, and ISO reports. Establish and document clear thresholds (e.g., SOC 2 reports must be issued within an acceptable timeframe such as within 12 months of the assessment period end or aligned to the start of the risk assessment) and escalate exceptions where criteria are not met.Interpret and operationalize OSFI regulatory expectations, translating supervisory guidance into actionable program requirements, procedures, and control documentation. Ensure regulatory intent is clearly reflected in TPRM workflows, governance artifacts, and evidence retention practices.Build and continuously improve risk rating criteria across inherent risk, residual risk, and criticality tiers, ensuring consistency across vendor domains, control areas, and lines of business.Design, implement, and execute a formal QA and quality assurance review process across third-party risk assessments, control evaluations, and supporting documentation. Validate completeness, accuracy, timeliness, and alignment to regulatory and internal policy standards.Establish and document evidence lifecycle management procedures, including how long SOC reports, business continuity plans, third-party contingency plans, and related artifacts remain valid in the system before renewal or re-assessment is required, in line with OSFI expectations.Provide expert guidance on control procedures related to third-party risk, including information security, business continuity, disaster recovery, operational resilience, and compliance controls. Partner with internal stakeholders and suppliers to remediate gaps and clarify expectations.Lead program enhancements and modifications, identifying opportunities to strengthen the TPRM framework based on regulatory feedback, audit findings, emerging risks, and industry best practices.Modify and optimize TPRM workflows, tooling, and approval processes to improve efficiency, consistency, and auditability while maintaining strong governance and risk oversight.Develop, maintain, and update TPRM documentation, including frameworks, standards, procedures, operating guides, and governance materials. Ensure documentation clearly supports regulatory reviews, audits, and senior management reporting.Prepare and deliver clear, concise updates to senior leadership and executives, including risk posture summaries, acceptance decisions, material issues, and program maturity insights.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