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Feb 19, 2026

Goodlettsville, TN

|

Accounting / Finance

|

Perm

|

$130k - $150k (estimate)

{"JobID":497073,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-86.7,"Longitude":36.33,"Distance":null},"State":"Tennessee","Zip":"37072","ReferenceID":"NAS-bde3e3ec-2e0f-4e00-b546-24de898ef64c","PostedDate":"\/Date(1771526090000)\/","Description":"The Sr. Compensation Manager serves as a senior subject-matter expert responsible for designing, implementing, and operationalizing Dollar General?s enterprise compensation programs. This role ensures market competitiveness, internal equity, and alignment with company performance while partnering closely with HR, Finance, and business leadership. The Sr. Compensation Manager will play a key role in modernizing programs, supporting incentive and long-term compensation strategies, and scaling compensation infrastructure as the organization continues to grow.1. Compensation Program Design \u0026 Execution? Lead the design, modeling, and rollout of enterprise compensation programs, including base pay, short-term incentives (STI), and long-term incentives (LTI).? Evaluate existing programs for scalability, compliance, pay equity impact, and alignment with performance outcomes.? Analyze organizational needs to recommend enhancements to salary structures, market ranges, job architecture, and career pathways.? Manage annual compensation cycles (merit, bonus, market adjustments), including system readiness, data governance, and calibration processes.2. Incentive \u0026 LTI Program Management? Partner with Finance and HR leadership to model and administer short-term incentive plans across corporate, field, and distribution center populations.? Support and/or own long-term incentive operations, including RSU/SAR tracking, vesting schedules, grant administration, and performance metric alignment.? (If applicable) Serve as point for stock plan administration processes and vendor/broker partnerships.3. Strategic Partnership \u0026 Stakeholder Influence? Advise HR leaders, business leaders, and Finance partners on compensation decisions, pay strategies, job evaluation, and organizational design impacts.? Prepare compensation recommendations for leadership review, with the ability to influence decision-making through data-backed insights.? Consult on offers for key hires, market misalignment cases, retention risks, and critical talent discussions.4. Market Pricing, Job Evaluation \u0026 Governance? Conduct enterprise-wide market evaluations using survey data and competitive insights to ensure Dollar General remains a market-competitive employer.? Maintain job architecture, leveling guides, and compensation frameworks across corporate and field functions.? Ensure compensation policies meet compliance and governance standards.5. Data Analytics \u0026 Reporting? Develop dashboards and models to assess program performance, pay equity risks, cost impacts, incentive plan forecasting, and budget adherence.? Provide reporting and analysis used for leadership updates, board-level discussions, and Finance planning efforts.6. Cross-Functional Collaboration? Partner with HRIS on compensation system enhancements, annual cycle automation, and data integrity improvements.? Work closely with Total Rewards, Payroll, Benefits, Talent Acquisition, and Finance to ensure seamless program execution.? Support M\u0026A integration activities, organizational restructuring, and compensation harmonization where required.7. Scalability \u0026 Continuous Improvement? Identify opportunities to modernize or streamline compensation processes as the business scales.? Introduce best practices in pay transparency, compensation communication, and market competitiveness.? Evaluate vendor solutions and survey partners to support long-term compensation strategy.8. On-Site Leadership \u0026 Presence? Engage in in-person collaboration with HR, Finance, and business leaders at the Goodlettsville/Nashville corporate office.? Lead working sessions, calibration meetings, and compensation governance discussions that require in-office involvement.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":"Sr. Compensation Manager","City":"Goodlettsville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Senior-level compensation experience, particularly from a program design and execution perspective? Strong stakeholder influence across HR, Finance \u0026 Leadership? Experience supporting incentive and long-term compensation programs? Ability to scale with the organization effectively over time? On-site presence in the Nashville/Goodlettsville area","Skills":"? Stock Plan Administrator experience (preferably from the broker side)? Prior ownership of LTI programs and equity administration? Retail, multi-site, or field-based compensation exposure","Industry":"Accounting / Finance","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":150000.0000,"SalaryLow":130000.0000,"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)\/"}

The Sr. Compensation Manager serves as a senior subject-matter expert responsible for designing, implementing, and operationalizing Dollar General?s enterprise compensation programs. This role... ensures market competitiveness, internal equity, and alignment with company performance while partnering closely with HR, Finance, and business leadership. The Sr. Compensation Manager will play a key role in modernizing programs, supporting incentive and long-term compensation strategies, and scaling compensation infrastructure as the organization continues to grow.1. Compensation Program Design & Execution? Lead the design, modeling, and rollout of enterprise compensation programs, including base pay, short-term incentives (STI), and long-term incentives (LTI).? Evaluate existing programs for scalability, compliance, pay equity impact, and alignment with performance outcomes.? Analyze organizational needs to recommend enhancements to salary structures, market ranges, job architecture, and career pathways.? Manage annual compensation cycles (merit, bonus, market adjustments), including system readiness, data governance, and calibration processes.2. Incentive & LTI Program Management? Partner with Finance and HR leadership to model and administer short-term incentive plans across corporate, field, and distribution center populations.? Support and/or own long-term incentive operations, including RSU/SAR tracking, vesting schedules, grant administration, and performance metric alignment.? (If applicable) Serve as point for stock plan administration processes and vendor/broker partnerships.3. Strategic Partnership & Stakeholder Influence? Advise HR leaders, business leaders, and Finance partners on compensation decisions, pay strategies, job evaluation, and organizational design impacts.? Prepare compensation recommendations for leadership review, with the ability to influence decision-making through data-backed insights.? Consult on offers for key hires, market misalignment cases, retention risks, and critical talent discussions.4. Market Pricing, Job Evaluation & Governance? Conduct enterprise-wide market evaluations using survey data and competitive insights to ensure Dollar General remains a market-competitive employer.? Maintain job architecture, leveling guides, and compensation frameworks across corporate and field functions.? Ensure compensation policies meet compliance and governance standards.5. Data Analytics & Reporting? Develop dashboards and models to assess program performance, pay equity risks, cost impacts, incentive plan forecasting, and budget adherence.? Provide reporting and analysis used for leadership updates, board-level discussions, and Finance planning efforts.6. Cross-Functional Collaboration? Partner with HRIS on compensation system enhancements, annual cycle automation, and data integrity improvements.? Work closely with Total Rewards, Payroll, Benefits, Talent Acquisition, and Finance to ensure seamless program execution.? Support M&A integration activities, organizational restructuring, and compensation harmonization where required.7. Scalability & Continuous Improvement? Identify opportunities to modernize or streamline compensation processes as the business scales.? Introduce best practices in pay transparency, compensation communication, and market competitiveness.? Evaluate vendor solutions and survey partners to support long-term compensation strategy.8. On-Site Leadership & Presence? Engage in in-person collaboration with HR, Finance, and business leaders at the Goodlettsville/Nashville corporate office.? Lead working sessions, calibration meetings, and compensation governance discussions that require in-office involvement.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/.

Feb 21, 2026

Union, NJ

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Accounting / Finance

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Perm

|

$72k - $110k (estimate)

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The role will serve as the central point of contact, responsible for providing client service \u0026 developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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 - Union, NJ","City":"Union","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66)- Active L\u0026H certification or must obtain within the Licensing and Registration Schedule Self-directed upon hire- Possesses advanced knowledge of wealth products, services, and business-development strategies, with proven consultative sales experience and a track record of achieving sales goals across 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":110000.0000,"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 for a full-time role in Union, NJ. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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/.

Feb 26, 2026

Stamford, CT

|

Accounting / Finance

|

Perm

|

$105k - $120k (estimate)

{"JobID":500136,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.539,"Longitude":41.0533,"Distance":null},"State":"Connecticut","Zip":"06901","ReferenceID":"HAR-62211abf-b652-4739-9d35-c8ec846ccef1","PostedDate":"\/Date(1772136250000)\/","Description":"Insight Global is seeking a Marketing Content Associate for one of our clients in Stamford, CT. This person will support the development of high-impact messaging across channels, with a particular emphasis on private markets, advisor education, and Affiliate collaboration. The ideal candidate is a strong communicator, meticulous editor, and strategic thinker who can translate complex investment insights into compelling, client-ready narratives. On a daily basis, this person will develop and edit thought leadership including social media posts, Affiliate insights, investment commentaries, educational materials, and help translate institutional perspectives into marketing content tailored specifically for a U.S. wealth audience. They will translate complex investment themes into clear, engaging messages for advisors and clients, collaborate with Channel Marketing leads and Affiliate teams to tailor messaging for specific audiences and distribution platforms and ensure consistency, clarity, and relevance in all client touchpoints. This role will be performed on a hyrbid schedule in Stamford, CT and the base salary is between 105-120K.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":"Marketing Content Associate","City":"Stamford","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor?s degree in marketing, business, or a related field? 3-5 years of U.S. wealth marketing experience within asset management? Strong understanding of U.S. wealth management channels including RIA, broker/dealer and independent firms? Track record of successfully managing and optimizing channel marketing programs","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":120000.0000,"SalaryLow":105000.0000,"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)\/"}

Insight Global is seeking a Marketing Content Associate for one of our clients in Stamford, CT. This person will support the development of high-impact messaging across channels, with a particular... emphasis on private markets, advisor education, and Affiliate collaboration. The ideal candidate is a strong communicator, meticulous editor, and strategic thinker who can translate complex investment insights into compelling, client-ready narratives. On a daily basis, this person will develop and edit thought leadership including social media posts, Affiliate insights, investment commentaries, educational materials, and help translate institutional perspectives into marketing content tailored specifically for a U.S. wealth audience. They will translate complex investment themes into clear, engaging messages for advisors and clients, collaborate with Channel Marketing leads and Affiliate teams to tailor messaging for specific audiences and distribution platforms and ensure consistency, clarity, and relevance in all client touchpoints. This role will be performed on a hyrbid schedule in Stamford, CT and the base salary is between 105-120K.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/.

May 19, 2026

The Woodlands, TX

|

Accounting / Finance

|

Perm

|

$150k - $170k (estimate)

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An employer in the Woodlands, TX area is seeking a Dynamics 365 Functional Manager to join their team. This team is responsible for the development and maintenance of the enterprise organization's... technical systems. On a daily basis, this person will be acting as a functional resource supporting the Dynamics 365 platform, specifically in Finance and Operations. This person will be responsible for the administration of D365?F&O including troubleshooting first-level business issues, internal audit requirements, backend integrations with the other enterprise systems such as salesforce as well as managing 2-3 team members.?This is a permanent direct hire role paying in a rang of $150 - 170K annually dependent upon Tenure.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/.

May 19, 2026

Toronto, ON

|

Accounting / Finance

|

Contract

|

$32 - $40 (hourly estimate)

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Insight Global is seeking an Intermediate Financial Analyst with strong FP&A experience to support financial planning, reporting, and forecasting within a dynamic banking environment. This individual... will partner closely with both business and technology stakeholders to deliver accurate financial insights and support strategic decision-making.Responsibilities:Prepare and maintain recurring financial reporting cadence, including monthly FAR (Financial Activity Reports), full-year variance analysis, and rolling forecastsSupport the development and management of annual budgets and ongoing financial forecastsAnalyze financial results, identify variances, and provide clear commentary and recommendationsBuild and maintain financial models to support business planning and forecastingDevelop and deliver presentations for senior leadership, translating financial data into actionable insightsCollaborate cross-functionally with business and technology teams to align on financials and key initiativesSupport ad hoc financial analysis and reporting requestsExperience creating and presenting materials to senior leadershipStrong communication skills with the ability to collaborate across business and technology teamsWe 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/.

May 20, 2026

Toronto, ON

|

Accounting / Finance

|

Contract

|

$34 - $42 (hourly estimate)

{"JobID":532241,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5J 0","ReferenceID":"TOR-0ae950fe-4a23-42fe-903e-90596e02b70a","PostedDate":"\/Date(1779278532000)\/","Description":"The DQI Manager (Data Quality Issue Management Lead) is responsible for governance, validation, tracking, reporting, and closure management of Data Quality Issue Management (DQIM) activities across IT Asset Management controls.-Working with Monitoring Control Owners (MCOs), SMEs, -Enablement teams, ITAM Control Execution, ESMA partners, and Audit stakeholders, the resource will ensure strong control execution, audit readiness, discrepancy resolution, and preventative governance.The resource will:-Review open DQIM inventories and mitigation plans-Validate completeness and quality of remediation efforts-Monitor aging items and resolution timelines-Review closure evidence against source reports and PROD ServiceNow data-Re-open or reissue invalid closures-Support Incident (INC) creation where required-Produce reporting, metrics, and trend analysis-Support Tracker 2.0 migration into Jira-Maintain dashboards and reporting visibility-Conduct review sessions with MCOs and SMEs-Support IO-2 procedure execution and control alignment-Monitor shared mailbox and respond to DQIM inquiriesThe role is an individual contributor position and manages issue governance and execution, not people.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":"DQI Manager","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Possess 5-6+ years of experience within:-IT Asset Management (ITAM)-Governance and controls-Audit / compliance environments-Data quality management-Discrepancy management-Control execution activities-Financial institutions or regulated environmentsStrong knowledge of:-DQIM lifecycle management-Issue tracking and remediation-Incident management processes (INC)-Audit readiness and reporting-Root cause analysis-Trend analysisAdvanced Excel skills including:-VLOOKUP-Compare formulas-Cross-sheet reconciliation-Data validation-Audit tracking-Spreadsheet governance-Trend reportingServiceNow experience including:-Asset searches-Device review-Compliance validation-Closure verification-Evidence review-Incident understandingExcellent communication skills including:-Stakeholder management-Escalation handling-Problem solving-Independent execution-Ownership mindset-Detail orientation-Ability to manage difficult stakeholdersExperience using:-Data Governance tools-Tracker 2.0-Jira-ServiceNow","Skills":"Experience with:Power BIPower QueryDashboard creationAutomation toolsCopilot / AI solutionsProgramming backgroundJira dashboard migration activitiesIndustry experience from:CIBCIBMHPDXCDeloitteLarge consulting environmentsUnderstanding of:Server technologiesNetwork environmentsCloud infrastructurePreventative controlsGovernance optimizationStatistical reportingProcess improvementsPossess experience supporting:Dashboard migrationsControl improvementsPreventative governance initiativesTrend-based recommendations","Industry":"Accounting / Finance","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":42.0000,"SalaryLow":33.6000,"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)\/"}

The DQI Manager (Data Quality Issue Management Lead) is responsible for governance, validation, tracking, reporting, and closure management of Data Quality Issue Management (DQIM) activities across... IT Asset Management controls.-Working with Monitoring Control Owners (MCOs), SMEs, -Enablement teams, ITAM Control Execution, ESMA partners, and Audit stakeholders, the resource will ensure strong control execution, audit readiness, discrepancy resolution, and preventative governance.The resource will:-Review open DQIM inventories and mitigation plans-Validate completeness and quality of remediation efforts-Monitor aging items and resolution timelines-Review closure evidence against source reports and PROD ServiceNow data-Re-open or reissue invalid closures-Support Incident (INC) creation where required-Produce reporting, metrics, and trend analysis-Support Tracker 2.0 migration into Jira-Maintain dashboards and reporting visibility-Conduct review sessions with MCOs and SMEs-Support IO-2 procedure execution and control alignment-Monitor shared mailbox and respond to DQIM inquiriesThe role is an individual contributor position and manages issue governance and execution, not people.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/.

May 13, 2026

Atlanta, GA

|

Accounting / Finance

|

Perm

|

$60k - $80k (estimate)

{"JobID":530205,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-84.47,"Longitude":33.86,"Distance":null},"State":"Georgia","Zip":"30339","ReferenceID":"ATL-9fd4f267-c3b6-4ea7-ac45-d047b33ec2ad","PostedDate":"\/Date(1778706843000)\/","Description":"? Responsible for the credit and collection activities on their book of business, with an emphasis on deduction, skip and dispute resolution.? Navigates customers web portals to review vendor program debits and remittance information.? Prepares collection spreadsheets to assist in the collection of balances owed.? Analyzes, updates, and reviews credit files on regular basis, recommending changes in credit lines.? Places accounts on credit hold and releases orders as checks are received.? Accepts and processes payments on accounts, including checks by fax and other electronic payments.? Requests financial statements from customers, including the input of data into spreadsheets for analysis by the credit manager.? Maintains good working relationships with the customer?s accounts payable personnel and various SPR departments, primarily for the purpose of giving and obtaining information and working jointly on customer problems.? Maintains well organized electronic research files.? Answers phone calls and assists field personnel and customers.? Order credit reports, credit interchanges, and credit references as needed.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":"Junior Credit Manager","City":"Atlanta","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Competencies:CommunicationCustomer FocusDecision Making/JudgmentDelivers ResultsLeadershipPeople DevelopmentWork Environment/SafetyEducation/Experience:High School Diploma or GED RequiredLanguage Ability:Ability to read, analyze, and interpret general business periodicals, and credit journals. Ability to write reports, business correspondence. Ability to effectively present information and respond to questions from managers and customers.Math Ability:Ability to calculate figures and amounts such as discounts, interest, percentages, and commissions. Financial statement analysis is required.Reasoning Ability:Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to analyze financial statements and evaluate credit reports.Computer Skills:Create and manipulate Excel Spreadsheets including vlookups and pivot tables, Microsoft word, E-mail, imaging system, date warehouse reports, and Client Server based technology. PeopleSoft software experience helpful.Supervisory Responsibilities:This job has no direct supervisory responsibilities, however must be able to train and assist National Accounts Credit Assistants in resolving issues.Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.The noise level in the environment is low to moderate.Physical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job the employee is regularly required to sit; use hands and fingers to handle or feel and talk or hear. The employee is frequently required to walk and reach with hands and arms. The employee is occasionally required to stand.The employee is occasionally required to lift up to 10 pounds. The vision requirements include: close vision, distance vision, peripheral vision and ability to adjust focus.","Skills":"JanSan experience","Industry":"Accounting / Finance","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":80000.0000,"SalaryLow":60000.0000,"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)\/"}

? Responsible for the credit and collection activities on their book of business, with an emphasis on deduction, skip and dispute resolution.? Navigates customers web portals to review vendor program... debits and remittance information.? Prepares collection spreadsheets to assist in the collection of balances owed.? Analyzes, updates, and reviews credit files on regular basis, recommending changes in credit lines.? Places accounts on credit hold and releases orders as checks are received.? Accepts and processes payments on accounts, including checks by fax and other electronic payments.? Requests financial statements from customers, including the input of data into spreadsheets for analysis by the credit manager.? Maintains good working relationships with the customer?s accounts payable personnel and various SPR departments, primarily for the purpose of giving and obtaining information and working jointly on customer problems.? Maintains well organized electronic research files.? Answers phone calls and assists field personnel and customers.? Order credit reports, credit interchanges, and credit references as needed.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/.

May 13, 2026

Phoenix, AZ

|

Accounting / Finance

|

Contract-to-perm

|

$41 - $51 (hourly estimate)

{"JobID":530277,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-112.07,"Longitude":33.44,"Distance":null},"State":"Arizona","Zip":"85004","ReferenceID":"PHX-0fb0e2c3-8ed9-444b-a0cd-974fc2af207a","PostedDate":"\/Date(1778714825000)\/","Description":"Insight Global is seeking a Business Systems Analyst (Hybrid BA/BSA) for a top financial-services client. This consultant will serve as a critical bridge between business operations, product, and technology teams, supporting complex C\u0026I lending, deposit, and escrow-based products. The role focuses on designing and enhancing end-to-end workflows across customer and operations portals, integrating third-party platforms, and ensuring data integrity across banking systems. The ideal candidate is highly analytical, comfortable working across multiple systems, and excels at translating complex business needs into clear, actionable technical requirements while driving scalable, high-quality solutions.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":"Business Systems Analyst","City":"Phoenix","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Banking, financial services, or fintech experienceHands-on experience with deposit operations, lending, or escrow products6+ years business analysis + systems analysis backgroundAbility to translate business needs into user stories, functional requirements, and acceptance criteriaExperience supporting multi-system integrations and complex workflowsStrong understanding of operational workflows, data structures, and system dependenciesUAT planning and execution experienceExcellent communication skills with both technical and non-technical stakeholders","Skills":"Experience with C\u0026I loan productsExposure to escrow products (business escrow, real-estate escrow, M\u0026A transition accounts, stock-vesting escrows)Experience with customer and operations portalsFamiliarity with TS Partners / TransStarExperience integrating DocuSign or other document-automation toolsExperience leveraging automation or AI in workflow designLedger, shareholder, or participant onboarding experience","Industry":"Accounting / Finance","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":51.0000,"SalaryLow":40.8000,"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 Business Systems Analyst (Hybrid BA/BSA) for a top financial-services client. This consultant will serve as a critical bridge between business operations, product, and... technology teams, supporting complex C&I lending, deposit, and escrow-based products. The role focuses on designing and enhancing end-to-end workflows across customer and operations portals, integrating third-party platforms, and ensuring data integrity across banking systems. The ideal candidate is highly analytical, comfortable working across multiple systems, and excels at translating complex business needs into clear, actionable technical requirements while driving scalable, high-quality solutions.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/.

May 18, 2026

Tulsa, OK

|

Accounting / Finance

|

Perm

|

$169k - $230k (estimate)

{"JobID":531485,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-95.91,"Longitude":36.12,"Distance":null},"State":"Oklahoma","Zip":"74107","ReferenceID":"MEM-b6782f58-09c2-403f-af56-eac390b890b4","PostedDate":"\/Date(1779130354000)\/","Description":"A client of Insight Global is seeking an Operations Finance Director to serve as the enterprise owner of operations finance performance across all manufacturing sites. Reporting directly to the CFO, this role oversees consolidated cost, margin, productivity, inventory, and working-capital outcomes. The Operations Finance Director leads the Plant Controller organization, governs enterprise planning frameworks, and provides CFO-ready insights that connect plant-level execution to enterprise financial commitments. This is the highest-scope operational finance role in the company.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":"Operations Finance Director","City":"Tulsa","ExpirationDate":null,"PriorityOrder":0,"Requirements":"* 15+ years of progressive experience in operations finance, manufacturing finance, FP\u0026A, or enterprise business partnering* Demonstrated experience leading multi-site or enterprise-level operations finance organizations* Proven leadership of other finance leaders (e.g., Plant Controllers, BU finance leads)* Deep expertise in manufacturing and supply chain financial drivers (conversion cost, overhead, labor efficiency, material usage, inventory, working capital)* Strong ability to connect granular operational detail to enterprise-level financial outcomes* Experience owning enterprise planning frameworks, forecasting methodologies, and performance governance* Executive-level communication and presence; ability to influence senior leaders across operations, supply chain, engineering, and corporate finance* Proven track record influencing complex operational, financial, and capital allocation decisions* Advanced financial modeling and scenario analysis skills for strategic trade-offs and capital decisions* Strong systems orientation, including ERP environments (SAP preferred) and digital analytics tools* Bachelor?s degree required; MBA strongly preferred* CPA, CMA, or similar certification strongly preferred* Ability to operate in complex, matrixed environments with competing priorities","Skills":"* Experience building or restructuring a plant controller organization* Experience governing enterprise capital planning and ROI evaluation* Experience leading cost-transformation or productivity programs across multiple sites* Experience supporting CFO-level initiatives (earnings prep, investor-grade analytics)","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":230000.0000,"SalaryLow":169000.0000,"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)\/"}

A client of Insight Global is seeking an Operations Finance Director to serve as the enterprise owner of operations finance performance across all manufacturing sites. Reporting directly to the CFO,... this role oversees consolidated cost, margin, productivity, inventory, and working-capital outcomes. The Operations Finance Director leads the Plant Controller organization, governs enterprise planning frameworks, and provides CFO-ready insights that connect plant-level execution to enterprise financial commitments. This is the highest-scope operational finance role in the company.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/.

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/.

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