Job Search Results for financial services

Insight Global is looking to hire an experienced QA Tester to support one of our top financial services clients. This role involves both automation and manual testing of a critical payments... More application. Prior experience in financial services or banking is highly valued. Key Responsibilities:? Conduct end-to-end testing across complex systems? Develop and execute automation scripts using Selenium, Java, or Cucumber? Perform manual testing using ALM and Octane? Collaborate in a fast-paced, agile environment? Ensures software meets functional, non-functional, and compliance requirements through comprehensive testing.? Expert in conditioning and generating test data, building and executing both manual and automated test suites, communicating test results, and assisting with defect triage? Proven Experience in UI and API test automation with Java using Selenium , RestAssured ? Actively participates in Agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectivesWe 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 Mid-Market Account Manager manages more complex accounts with higher expectations around industry knowledge, compliance awareness, and stakeholder management. This role requires deep familiarity... More with financial services clients and the ability to navigate regulated environments while still owning renewals, adoption, and expansion.Key Responsibilities include:Lead first 60 days of onboarding for mid-market clients, including:- More complex implementations and integrations- Customized templates and workflowsOwn renewals 90?120 days in advance, conducting:- Strategic account health checks- Feature education and adoption planningIdentify and close upsell opportunities, including:- Additional licenses- Product tier upgradesServe as the primary escalation point for product or account issues throughout the year-long account cycle.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 searching for an Operations Specialist to sit onsite four days a week for our financial services client based in Pittsburgh. This individual will support the centralized operations... More team with daily operations and will help coordinate special initiatives. This role requires strong organizational and communication skills as you?ll be working with both internal and external partners.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

Financial Services Support AssociateJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Support Associate to provide critical support to financial professionals. This... More role ensures seamless execution of business development, operational processes, group benefits enrollments, and office management functions. The ideal candidate is proactive, customer-focused, and adept at handling confidential client information with professionalism and discretion.---Key ResponsibilitiesClient Service & Administrative Support? Serve as a primary point of contact for clients, addressing inquiries and facilitating communication between advisors and clients.? Manage client data, schedule review meetings, and prepare necessary documentation for appointments.? Maintain and document client interactions in the client management system.? Process and follow up with clients regarding service requests.---New & Existing Business Processing? Prepare and submit applications for new business, ensuring completeness and accuracy.? Track and follow up on submitted business to ensure timely processing.? Assist with data input, underwriting coordination, and documentation preparation.? Ensure compliance requirements for product-specific applications.? Manage and reorder forms, digital onboarding materials, and marketing assets as needed.? Support Group Benefit enrollment and renewal periods.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 Invoice Processor to support a leading financial services client. This contractor will play a crucial role in helping the organization eliminate a backlog of invoices... More while evaluating current financial processes to identify opportunities for improvement or automation. The ideal candidate is detail-oriented, highly analytical, and experienced in financial operations, invoice review, and ACH/electronic payments. This role is perfect for someone who enjoys diving into operational workflows, finding efficiencies, and supporting a fast-moving accounting/finance team.Pay range: $27-37/hrWe 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

We are seeking a detail-oriented SQL DBA with Azure cloud experience to design, develop, and optimize database solutions that support analytics, reporting, and operational systems across our... More insurance organization. This role will focus on building efficient queries, stored procedures, and data structures that enable reliable access to high-quality insurance data, including claims, policy, premium, underwriting, and financial data. This position will play a key role in accelerating cloud adoption, coaching the existing DBA team, and shaping best practices. The ideal candidate has strong SQL expertise, experience working with large relational databases, and a solid understanding of insurance or financial services data environments. Additionally, they would have comfortability working closely with a team of developers, be able to be hands on, and work in alignment with internal and external resources.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Senior Account Executive to drive revenue growth for a client of theirs in New York City within the Banking, Financial Services, and Insurance (BFSI / InsurTech)... More verticals. This role is focused on closing complex, services-led deals, managing a personal revenue target of $2?4M, and expanding strategic relationships with enterprise clients.This position is ideal for a seasoned IT services sales professional (not SaaS or licensed product sales) who excels at selling AI-led, custom technology solutions and navigating long, consultative sales cycles with senior stakeholders.Key Responsibilities:? Own and drive end-to-end sales cycles for IT services and AI-based solutions, from opportunity qualification through contract closure? Manage and consistently achieve an annual revenue quota of $2?4M through new logo acquisition and account expansion? Develop and maintain strong relationships with C-level executives, technology leaders, and business stakeholders across banking, finance, insurance, and insurtech organizations? Position AI, machine learning, and digital transformation services as strategic business solutions aligned to client outcomes, not off-the-shelf products? Collaborate closely with delivery, solution architecture, and leadership teams to create tailored proposals and value-driven solutions? Identify whitespace opportunities within existing accounts and expand the company's footprint across multiple business units? Stay current on industry trends within BFSI, InsurTech, and AI-driven enterprise technology to effectively advise clients? Maintain accurate forecasting, pipeline management, and reporting within CRM systemsCompensation:$140,000 to $150,000 per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role include: Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Job Description:We are seeking a highly organized and proactive Project Control Officer (PCO) to support the Capital Markets Enterprise Program Delivery team. The ideal candidate will have strong... More experience in project governance, financial tracking, and reporting, and will work closely with both business and technology stakeholders to ensure project health and compliance across multiple initiatives. This will be in support of an Intraday Liquidity Reporting program.Roles/Responsibilities:- Support project managers in maintaining accurate and up-to-date project documentation, including plans, schedules, and financials.- Track and report on project budgets, forecasts, actuals, and variances.- Prepare and distribute regular status reports, dashboards, and executive summaries.- Monitor project risks, issues, and change requests, ensuring timely escalation and resolution.- Coordinate governance activities including steering committee meetings, minutes, and action items.- Ensure compliance with enterprise delivery standards, tools, and templates.- Assist with resource planning, onboarding, and time tracking.- Liaise with finance, procurement, and vendor management teams 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/.Less

As a Sales Executive, you will be responsible for originating and closing financing solutions for renewable energy and equipment projects across the industrial middle market. Your clients will... More include corporations, municipalities, universities, schools, and hospitals. You?ll lead direct sales efforts, engaging with C-suite decision-makers to deliver customized financial solutions that support sustainability, operational efficiency, and capital planning goals.This role requires a strong foundation in financial services, technical understanding of energy systems, and a proven ability to navigate complex buying structures. You?ll collaborate with internal teams?engineering, structured finance, legal?and external stakeholders?developers, tax advisors, and investors?to structure and close impactful deals. This is a REMOTE role with 20% expected travel within North America as needed.Salary Range: $150,000 - $165,000 (subject to adjustment for relevant experience, skills, geographic location)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 hands-on AWS SageMaker Engineer to support the build-out of a new, dedicated SageMaker environment for Wealth Management. This role is purely development and engineering... More focused, responsible for building, deploying, and operationalizing machine learning models and MLOps pipelines ? not high-level architecture or strategy. The ideal candidate has strong experience developing production-ready ML solutions in AWS SageMaker, working closely with data scientists and platform teams to onboard and deploy models in a secure, regulated financial services environment.Responsibilities- Build and support a new AWS SageMaker instance for Wealth Management use cases- Develop and deploy end-to-end ML pipelines using AWS SageMaker (training, tuning, deployment, monitoring)- Implement hands-on MLOps engineering, including:? CI/CD for ML workflows? Model versioning and promotion? Monitoring and operational support- Onboard and deploy new ML models into SageMaker production environments- Develop reusable engineering components and templates for SageMaker workflows- Integrate SageMaker with AWS services such as S3, Lambda, Step Functions, CloudWatch, and IAM- Partner closely with data scientists to productionize models- Troubleshoot model deployment, performance, and pipeline issues- Contribute to documentation, runbooks, and engineering standardsWe 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