Process Manager
Insight Global
Job Description
Insight Global is seeking a Process Manager to join a leading banking client on a contract basis within their Mutual Funds Governance line of business. This role will directly support the Senior Manager by helping manage workload and drive operational efficiency. The consultant will be responsible for planning and organizing meetings, consolidating process and guideline information, and creating documentation, reports, and presentations. They will also assist in building and summarizing product information and conducting general financial analysis. A key focus of the role will be supporting a strategic initiative to equip approximately 900 Financial Planners with iPhones for secure customer communication via text messaging. This includes working closely with a vendor responsible for archiving and monitoring messages, as well as collaborating with a technology project manager to ensure smooth implementation and compliance with governance standards.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (https://airtable.com/app21VjYyxLDIX0ez/shrOg4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) .
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Skills and Requirements
The ideal candidate will have at least three years of professional experience in banking or financial services, with a strong understanding of operational processes and governance. Technical proficiency in Microsoft Office Suiteparticularly Excel, Outlook, and PowerPointis essential. Attention to detail is critical, as the role involves synthesizing complex information into clear, streamlined documentation and processes. Candidates should be comfortable working on cross-functional teams and coordinating with external vendors and internal stakeholders. Experience supporting technology-driven initiatives or working alongside project managers is highly desirable. null
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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.
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