Sr. Director, Retirement and Wealth Operations (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don't meet every single requirement? Here at Inspira Financial, we believe there is no "perfect" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com .
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
The Sr. Director, Retirement and Wealth Operations will report to the Executive Director, Business Operations. This role is responsible for leading several functions within the SDIRA Operations function, including those accountable for:

• Core SDIRA operations service teams, of Pods, related to the efficient management of Real Estate, Private Equity, Private Debt, Account Services, Deposits, Distribution, Asset Admin, and Specialty Operations across multiple administrative platforms.
• Fund Custody service and business
• 1031-Exchange Operations
• Budget oversight, workforce adherence to planning
• Operational Efficiencies and metrics

The position has multiple direct reports that are leaders for the respective functional teams. This position's primary responsibility is ensuring the timeliness, accuracy, and effectiveness of all SDIRA Operations Functions. Working with the management team, the position also contributes to the development and implementation of policies and procedures, process improvement, quality and volume monitoring and reporting, hiring, and performance management. The Senior Director will develop and implement a strategic roadmap for SDIRA Operational activities.
Duties & Responsibilities:

• Model, communicate and reinforce the Inspira Values - Forward Thinking, Results Driven, Client Obsessed, People Centric, Committed to Integrity
• Recognize and reward employees that demonstrate the Values
• Define strategy, and service level agreements (SLAs) to align with overall Company and department initiatives
• Identify market trends and determine opportunities to improve current processes
• Lead team organizational structure design
• Appropriately assign all tasks related to the teams and ensure completion within established service levels
• Improve the effectiveness and efficiency of the teams by designing, implementing, and continuously improving processes
• Assist in the development, revision, implementation and monitoring of department policies and procedures with emphasis on internal controls and risk assessments
• Gather supporting documentation and responses for internal and external audits
• Provide daily guidance to direct reports for special situations/exception processing
• Facilitate team training regularly to review procedural and product knowledge
• Maintain a positive work atmosphere within the team and with other internal departments
• Prepare and review semi-annual and annual performance evaluations for all department employees
• Prepare and manage the department budget in coordination with the ELT and Executive Director
• Manage related external vendor and service provider relationships to maintain access to high service levels and latest features
• Other duties as assigned.

[Supervisory Responsibilities:]

• Recruits, interviews, hires, and trains new staff.
• Oversees the daily workflow of the department.
• Provides constructive and timely performance evaluations.

Preferred Qualifications
Education & Experience:

• 15+ years of experience in financial services operations
• 5-7 years of leadership experience
• Bachelor's Degree in Accounting, Business, Finance, or related field
• CISP preferred

Skills & Abilities:

• Demonstrated ability to lead, train, delegate and motivate staff
• Be proactive, analytical, and able to problem-solve and propose resolutions with staff and external clients
• Clear ability to develop and monitor efficient, timely and accurate processes
• Proven ability to multi-task, manage, and prioritize multiple tasks and projects
• Possess excellent verbal and written communication skills
• Demonstrate the highest degree of honesty and integrity
• Detail oriented, organized, and dependable
• Working knowledge Self Directed IRAs and alternative assets required
• Comprehensive understanding of IRA rules and regulations related to alternative assets and Fund Custody requirements preferred
• A strong working knowledge of tax reporting requirements for IRAs and taxable accounts preferred
• Strong computer aptitude with proficiency in Microsoft Excel, Word, PowerPoint and Outlook
• Proficient with Microsoft SharePoint application and Salesforce Service Cloud preferred

Other Requirements:

• Infrequent travel (5%)
  • Ability to provide personal transportation from time to time
• Occasionally lifts up to 25 pounds
• Ability to work overtime
• Prolonged periods of sitting at a desk and working on a computer

#LI-Remote
Compensation & Benefits
$165,000-$180,000 per year