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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. 

One Partner, Infinite Possibilities

At Insight Global, we excel at delivering exceptional talent and technical expertise that drive efficiency and innovation. Our proven approach ensures you can adapt swiftly to market changes to optimize your operations and leverage the latest tech and best talent. Partner with Insight Global as your financial services staffing and professional services agency today. 

Custom Solutions 

Tailored strategies designed to meet the unique regulatory and operational needs of your financial organization. 

Relationships First

The Insight Global difference is care—for our team, our consultants, and our clients. You can see that in our industry-leading retention rates and NPS scores—plus our repeat business with top financial companies.

Vendor Consolidation 

Why juggle multiple vendors when you can have one, reliable partner? Insight Global provides outstanding technical experts and  talent resources. 

Full-Cycle Team Management

We go beyond process improvement to deliver end-to-end workforce solutions. From onboarding and performance tracking to workflow optimization and FTE conversion, we help you build and manage high-performing teams that scale with your business. 

Specialized Expertise

We bring our deep financial industry knowledge and a proven track record of placing top-tier talent in roles across banking, insurance, investment, and asset management. From compliance and audit to digital transformation, our experts understand the complexities of your world and deliver the right solutions every time. 

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.

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.

Facilities Integration PM

Milpitas, CA

Insight Global is seeking a highly organized, execution-focused Project Manager to support a complex facility integration and site transition initiative. This role will play a critical part in coordinating construction activities, facilities readiness, and the relocation of major capital equipment to enable a successful move from one site to another.The Project Manager will own end-to-end delivery of assigned workstreams, ensuring schedules, milestones, budgets, and dependencies are actively managed and clearly communicated. They will work closely with engineering, facilities, operations, vendors, and business partners to translate technical and operational requirements into actionable project plans.This role requires a hands-on PM who is comfortable driving updates, tracking risks, resolving issues, and maintaining momentum across multiple parallel efforts. The PM will oversee logistical planning related to equipment moves, installation sequencing, and site readiness, while ensuring proper documentation, reporting, and financial tracking throughout the project lifecycle.In addition to day-to-day execution, the Project Manager will provide clear status updates to leadership, escalate risks as needed, and ensure alignment across all parties involved. Success in this role requires strong organizational skills, proactive communication, and the ability to keep complex, multi-stakeholder initiatives moving forward toward defined outcomes.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 Facilities Integration PM Position

Legal Billing Specialist

Willistown, PA

Job DescriptionInsight Global is assisting an established boutique law firm in finding a detail-oriented Legal Billing Specialist to support end-to-end legal billing operations. This individual will be responsible for compiling, editing, finalizing, and submitting accurate client invoices while partnering closely with attorneys, staff, and clients. The ideal candidate brings strong law firm billing experience, excellent attention to detail, and the ability to manage high invoice volumes with accuracy.Responsibilities? Process and manage all phases of legal billing, including invoice edits, finalization, and posting? Prepare and submit electronic bills (e-billing) and resolve rejections or discrepancies? Handle/deposit cash/check payments and reconcile pa? Ensure compliance with client fee agreements (hourly, flat fee + costs, discounts, split billing, etc.)? Handle a high volume of monthly invoices with a strong focus on accuracy and efficiency? Collaborate with attorneys and legal assistants to incorporate billing revisions as needed? Track and monitor invoice status and provide regular reporting updates? Utilize legal billing and accounting software to maintain accurate financial records? Support additional accounting or special projects as assigned? Maintain confidentiality of all client and firm informationWe 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 Legal Billing Specialist Position

Senior UX Designer

Toronto, ON

Insight Global is seeking a Senior UX Designer to support a leading Bank’s digital initiatives by enhancing and improving internal facing applications and experiences. This role will serve as a first UX touchpoint on the project, working closely with cross-functional teams to shape user flows, interaction models, and design direction. Key Responsibilities? Create wireframes, mockups, and interactive prototypes to explore and iterate on design concepts? Translate business and user needs into intuitive, scalable UX solutions? Partner closely with Product, Engineering, and stakeholders during PI Planning and delivery ? Advocate for UX best practices and user-centered design decisions? Work within existing design systems and enterprise standards? Clearly articulate design rationale and trade-offs to stakeholdersWe 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 Senior UX Designer Position

Insight Global in Financial Services

We’re your partner for success

Financial Services Staffing Resources

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Celine Pham 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.

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.

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?