Functional Lead

Insight Global is seeking a Functional Lead – Wealth Management Technology to support a large-scale transformation program within the wealth domain. This is a senior functional leadership role, not a Business Analyst position.

The Functional Lead will have end-to-end ownership of a wealth technology domain or pod, acting as the functional authority responsible for solution direction, stakeholder alignment, and delivery outcomes across business and technology teams.

Key Responsibilities
- Own end-to-end functional leadership for a Wealth Management technology domain or pod
- Act as the functional decision-maker, accountable for scope, requirements quality, and sign-off
- Lead and oversee a team of Business Analysts, driving work to timelines and program standards
- Serve as the primary interface between wealth business stakeholders, technology teams, and delivery
- Identify required stakeholders by topic and lead reviews to achieve timely decisions and approvals
- Represent the wealth function in program governance, design forums, and leadership meetings
- Conduct hands-on functional analysis, including independent research of regulations, policies, and internal processes
- Document current-state and future-state business and technology processes
- Prepare and facilitate working sessions with clear, well-structured materials
- Coach and mentor BAs to ensure consistent, high-quality output

Wealth Management Focus Areas (Examples)
- Advisor and client platforms (advisor desktop, client portals, digital onboarding)
- Portfolio management, account structures, and investment products
- Trading, order management, and downstream processing
Operations, reporting, and management information (MI)
- Regulatory and compliance impacts specific to wealth management

What Success Looks Like
- Clear functional direction for wealth technology initiatives
- Strong alignment across business, technology, and delivery teams
- Timely decision-making and sign-off with minimal rework
- High-quality analysis, documentation, and governance representation
- Effective leadership and mentorship of BA 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/.

- 5+ years experience in a Functional Lead, Domain Lead, or similar senior role
- Proven experience leading wealth management technology initiatives
- Strong understanding of advisor platforms, wealth operations, and related regulatory considerations
- Demonstrated ability to own a functional domain (not task-based execution)
- Strong stakeholder management and influencing skills across business and technology
- Experience leading teams of Business Analysts
- Strong analytical skills with the ability to form and defend recommendations
- Excellent written and verbal communication skills
- Experience working in large, complex, and regulated environments (financial services required)

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.