Careers in Financial Services

Financial services

Financial services encompass all roles that deal with managing and exchanging money. They include credit unions and banks, which offer deposit and loan accounts; mortgage lenders; investment bankers; insurance agents and brokers; debt resolution services; and global payment providers such as Visa and MasterCard, as well as financial market utilities that facilitate stock, derivative, and commodity exchanges.

While these segments used to be distinct, today, many of them overlap and interconnect with each other — and new ones are popping up all the time. This means that finding a role in this industry may be a little challenging. Not to mention that many jobs in this sector are highly stressful and can lead to burnout.

Despite this, the opportunities are plentiful for those interested in a career in financial services. The best way to break into the industry is through a strong network, which can help you land an entry-level position and work your way up, learning skills on the job. Many firms also invest in their employees, encouraging them to continue their education and provide on-the-job training.

At Perficient, we help financial services clients build and run optimized global delivery programs that meet strict customer requirements. Our team is made up of experts in the wealth management, banking, and insurance industries who work with you to develop and implement technology strategies that support your business goals.

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