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Invest in the Future with Financial Services Solutions 

Success demands more than just great people—it requires strategic execution. We partner with financial institutions to deliver not only specialized talent but also tailored solutions that drive transformation, ensure compliance, and enhance operational performance. 

What’s Shaping Financial Services This Year

Explore 2026 Trends

  • AI Training Wheels Are Coming Off
  • Financial Crime Grows More Sophisticated
  • AML & KYC Expectations Keep Rising
  • Operational Resilience Becomes Non-Negotiable
  • Data Quality Quietly Becomes a Growth Lever
  • Trust Becomes the Ultimate Differentiator

Financial Solutions You Can Count On

At the core of every challenge in financial services—whether it’s navigating complex regulations, managing costs, or modernizing legacy systems—is the need for the right people and the right solutions. And that’s where Insight Global comes in! 

We specialize in delivering high-impact talent and solutions that help financial institutions move forward with confidence. From compliance experts who keep you audit-ready, to agile teams that can streamline your operations, to tech professionals who drive digital transformation—we bring the expertise that turns obstacles into opportunities. 

With over 24 years of experience and a “people-first” mentality, we don’t just fill roles. We build partnerships that solve problems and fuel progress. 

Redefining Functional Services
in Life Sciences

As an international functional service provider, we deliver customized solutions by building purpose-driven teams powered by innovative tech and rooted in care for our clients’ priorities.  

We blend execution and expertise by deploying cross-functional teams across Manufacturing Enablement, R&D Operations, and Digital Enablement. From staffing to technical and talent services, we are one partner with infinite possibilities. 

Fast, Scalable Processes

We accelerate operations by leveraging advanced technologies like AI/ML to improve efficiency across clinical, regulatory, and commercial workflows. Our ability to rapidly deploy top-tier talent ensures that your teams can scale quickly and adapt to evolving demands without compromising regulatory integrity or lab safety. 

Custom Solutions 

We offer innovative tech and talent solutions that address the pressure-to-accelerate timelines, AI-enabled practices in R&D, direct sales, and other challenges within the industry. We offer flexible delivery models and specialized teams created to meet your unique needs and preferred level of day-to-day management. 

Industry Expertise

Our professional services experts bring decades of experience to the table, enabling our partners to scale quickly and meet regulatory demands without compromising quality. We understand the life sciences industry’s unique requirements, like navigating talent shortages and global regulations while balancing time-to-market speed with compliance.

Relationships First

The Insight Global difference is care—for our team, consultants, and customers. Our industry-leading retention rates and NPS scores—plus our repeat business with leading life sciences companies—reflect our commitment to understanding your business. We take the time to learn your priorities and challenges before crafting tailored solutions that drive global growth. 

Connect with Top Talent in Financial Services
— And Beyond

When you partner with a leading financial services staffing agency like Insight Global, you gain access to more than just resumes—you tap into a global network of pre-vetted, highly skilled professionals across banking, insurance, and consulting.

As your trusted financial services staffing and professional services partner, we offer specialized solutions designed to address the most complex challenges in the industry. Beyond delivering qualified finance and risk management talent, we work collaboratively to enhance your operational infrastructure, modernize legacy systems, and strengthen your cybersecurity posture. Whether you’re aiming to optimize financial operations, elevate client experience, or navigate evolving regulatory landscapes, we bring the expertise to deliver results that drive your business forward.

In addition to offering contract, contract-to-hire, and direct placement staffing solutions, we deliver world-class technical and talent services through Evergreen, our professional services division. Whether you need experts in compliance, audit, risk, digital transformation, or customer operations, we’re equipped to support every corner of your financial organization—and beyond.

Job seeker? Check out our open positions here.

Global delivery

Quality Delivery Anywhere, Any Time.

India


Hyderabad Grade A Facility
9% Attrition vs Industry avg. 25%

LATAM Region


10+ countries supported and global delivery center in Colombia coming later this year (2026)


# OF COUNTRIES SUPPORTED


CUSTOMERS SUPPORTED INTL


CONSULTANTS OUTSIDE NORTH AMERICA


# OF COUNTRIES SUPPORTED


CUSTOMERS SUPPORTED INTL


CONSULTANTS OUTSIDE NORTH AMERICA

EMEA: United Kingdom, Ireland, Romania, Czech Republic, Norway, Sweden, Belgium, Luxembourg, Austria, Denmark, Finland, Slovakia, Germany, Poland, Côte d’Ivoire, South Africa
LATAM: Bolivia, Brazil, Chile, Colombia, Costa Rica, Dominican Republic, El Salvador, Mexico, Panama, Peru, Trinidad & Tobago
APAC: India, Philippines, Australia, Guam

Industry Intelligence

Meet Our Experts

Rachel Peacock
Financial Services

Rachel Peacock

Executive Director, Financial Services

Rachel brings a client-first approach to enterprise relationships, orchestrating high-impact workforce solutions across Insight Global’s most strategic accounts. Her focus on partnership and long-term value creation drives lasting client success.

Shane Dyer
Financial Services

Shane Dyer

Global Director, Financial Services

With broad expertise spanning global markets and complex client engagements, Shane leads professional services strategy and delivery—connecting organizations with the right talent and solutions to drive measurable outcomes at scale.

Insight Global Knows Finance.

Empowering your business with top Finance talent and solutions. See more Financial Services Positions.

Acquisitions Associate

El Segundo, CA

Core ResponsibilitiesFinancial Model Production?Produce and update financial models using existing underwriting tools ?Run scenarios based on provided assumptions ?Ensure inputs are accurately reflected and outputs are reliable ?Identify and resolve errors or inconsistencies ________________________________________LIHTC & Financing Applications?Prepare and submit LIHTC (including CDLAC) and related financing applications ?Draft narratives and assemble complete application packages ?Compile and verify all required supporting materials ?Ensure compliance with requirements, timelines, and submission standards ?Adapt to new funding sources and application formats as needed ________________________________________Due Diligence & Data Execution?Gather, organize, and input deal data into standardized tools ?Maintain diligence materials and supporting documentation ?Ensure completeness and accuracy across all deal inputs ________________________________________Pipeline Execution?Manage work across multiple active deals simultaneously ?Maintain momentum and meet deadlines across deliverables ?Track progress and ensure continuity across all assignments ________________________________________Deal Documentation Support?Prepare deal summaries and supporting materials ?Maintain organized, consistent deal files ?Support internal decision-making with clear, reliable outputs ________________________________________Operating Expectations?Produces high volumes of accurate work consistently ?Works within established tools and processes ?Maintains strong attention to detail across all outputs ?Manages multiple priorities without loss of quality ?Takes ownership of work through completionWe 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/.
View Acquisitions Associate Position

AI Product Manager (Hybrid CA)

Glendale, CA

An entertainment client based in Burbank is seeking a Sr. AI Product Manager to join a studio and production office technology team within the PMO. This person should have experience developing applications, dashboards, and tools employing AI coding assistants, concentrating on financial aspects within a Media Production setting. You are proficient in prompt engineering for code generation and refactoring, skilled in transitioning legacy dashboards (MicroStrategy, BI, Tableau) and reports to a React framework, with expertise in semantic and data modeling as well as performance tuning and optimization. This person does not work from slides and tickets. This person sits with end users and developers in AI coding environments, prototypes with AI tools, understands the data, understands the UI, and knows how to turn business problems into AI-accelerated applications and reporting solutions. For his role you will need to know how to evaluate AI-generated code for quality and security, and can quickly prototype a React dashboard or API specification with AI tools and minimal management input. Highly preferred to have experience with media, theatrical production, financial, or operational data environments, possess hands-on experience in film production and are well-versed in the dynamic and fast-paced nature of the film industry.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/.
View AI Product Manager (Hybrid CA) Position

Transcon Agent, 2nd Shift

Brisbane, CA

Day to Day:? Execute and track shipments to ensure on-time delivery and smooth process flow? Maintain accurate operational data, billing, and financial records aligned to SOPs and KPIs? Proactively communicate shipment status and resolve issues with customers and partners? Complete client billing, invoice review, dispute resolution, and file closeoutEnsure compliance with company policies, financial controls, and external regulationsWe 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/.
View Transcon Agent, 2nd Shift Position

Insight Global in Financial Services

We’re your partner for success

Financial Services Staffing Resources

4 Trends in Financial Services in 2026 & Beyond

4 Trends in Financial Services in 2026 & Beyond

Rachel Peacock Avatar

By

Read More ->: 4 Trends in Financial Services in 2026 & Beyond

Discover some of the top trends in the financial services industry and how these shifts are creating exciting opportunities for employers.

Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Shane Dyer Avatar

By

Read More ->: Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Explore how tailored AML solutions can help banks tackle compliance bottlenecks, reduce risk, and meet rising regulatory demands.

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Erin Ellison Avatar

By

Read More ->: Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Discover how financial institutions can tackle customer experience challenges with smart strategies and a customer-centric approach.

Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Charlotte Pinckney Avatar

By

Read More ->: Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Insight Global has been named the second largest finance/accounting staffing firm in the United States, according to the Largest Finance/Accounting Staffing Firms in the United States: 2025 Update. The company…

FAQs

How does a financial services recruiting and staffing agency work?

Insight Global connects qualified financial services professionals with companies that require their talents. First, our financial services recruiting team reaches out to the potential hire and gets an idea of their skills, experience, and goals. Once we understand their qualifications, we match them with open positions at your company. Insight Global also offers support throughout the interview and hiring process, ensuring that both the financial services professional and the company are a good fit for each other.

What are the benefits of working with Insight Global?

Insight Global is a leading staffing agency that puts people first. When you work with us, you work with recruiting and staffing professionals that truly care about you. We have the resources and connections to help you hire top talent or land a new job without breaking a sweat.

How quickly can you staff my open position?

Depending on interview availability and decision-making, we typically identify and screen candidates in 24-48 hours. Onboarding for consultant assignments takes as little as 1-3 days, but the typical timeframe for interviews, onboarding, and in the door working is 1-3 weeks.

Where is Insight Global located?

Insight Global is an award-winning staffing company headquartered in Atlanta, GA. We have 70+ offices located throughout the United StatesCanada, and United Kingdom and are more than able to meet your staffing or consulting needs, in person or remote. View our office locations.

Do you staff remote/work from home jobs? Other jobs/industries/sectors?

Yes! We offer contract, contract to permanent, and direct placement talent solutions for in-person, hybrid, or remote positions. Whether you’re a job seeker or hiring manager, we’re ready to help.

In addition to financial services recruiting, we recruit and place candidates across a broad range of industries and sectors, including IT, healthcare, legal, engineering, education, energy, life sciences, government, construction, creative, and hospitality.

Can you help a candidate get set up to work remotely?

Absolutely! Whether a candidate needs help connecting to your company’s VPN, getting access to their new devices, or understanding your company’s remote work policies, our team is more than happy to assist.

Is Insight Global Better Business Bureau (BBB) accredited?