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Insight Global is hiring three SVP-level leaders to elevate a financial services customer as it scales its platform, transitioning from an operational support model to a strategic, client-centric service organization.
These leaders will serve as both operational executives and client-facing relationship leaders, guiding teams and engaging with senior stakeholders, including C-suite executives, to drive delivery, transformation, and superior client experience.
10+ years of client service within Investment Operations
Managed Account Solutions experience.
Strong client service leadership background.
Experience managing large institutional client relationships.
Ability to confidently lead executive-level client discussions.
Track record of operational transformation and team development.
We are hiring three SVP-level leaders to help elevate one of our financial services customers as it continues integrating and scaling their platform. The team is transitioning from a largely operational support model to a more strategic, client-centric service organization. These leaders will serve as both operational executives and client-facing relationship leaders.
Act as player/coaches, leading teams while remaining actively engaged with clients.
Serve as executive point of contact for assigned clients.
Build trusted relationships with senior client stakeholders, including C-suite executives.
Oversee KPIs and overall service delivery performance.
Manage business-as-usual (BAU) processing and adherence to SLAs.
Lead and mentor Service Directors who manage day-to-day client relationships.
Evaluate existing processes and recommend operational improvements.
Provide strategic thought leadership to enhance service offerings and client experience.
Manage teams ranging from approximately 5-8 direct and indirect reports.