Director, R&W Operations; Remote

Director, R&W Operations (Remote) (Finance)

Director of Retirement & Wealth Operations reports to senior leader for SDIRA/Asset operations and is part of Retirement & Wealth division within Inspira Financial. They oversee day‑to‑day product support teams responsible for multiple functions in support of key Wealth product offerings including Private Equity Assets, Fund Custody, Private Debt, 1031 Exchanges, Traditional Assets, and Real Estate holdings. Product support teams manage end‑to‑end client and customer support for their product offerings, service client calls and e‑mail, compliance and regulatory oversight, transactions and account management, purchases and liquidations, cash management, reconciliation, and reporting.

Director of Retirement & Wealth Operations is responsible for directing and overseeing these critical functions, managing, supporting, and developing managers and team members, coordinating and streamlining workflows and processes, leading process improvement and automation projects, and contributing to business development opportunities and strategy.

• Direct and oversee day‑to‑day operations across multiple product offerings
• Review and approve high‑dollar transactions, exceptions, correspondence, and other work generated by the team
• Develop, lead, and effectively coordinate the performance of multiple teams to ensure compliant, timely, and accurate service delivery to end clients
• Establish and enforce effective policies and procedures to ensure proper internal controls and to maximize accuracy and efficiency
• Address and resolve significant operational issues and develop and communicate solutions to complex problems
• Responsible for developing and executing service and operational strategy supporting Inspira's growth objectives
• Establish and manage the performance of multiple teams using key volume, performance, and efficiency metrics to identify trends and communicate results
• Identify and act on opportunities for continuous improvement to maximize efficiency and optimize resources; direct others to implement appropriate changes
• Lead all internal and external audit activities
• Foster an environment that promotes high performance and cooperation
• Effectively communicate with Senior Leadership regarding departmental activities and issues
• Other duties as assigned

• Ensure teams have sufficient staff with the appropriate skills to meet and maintain Service and Operations KPIs
• Closely monitor teams across multiple functions to ensure client satisfaction is best in class and take ownership for quickly addressing gaps and impediments preventing service delivery excellence
• Provide teams with appropriate feedback and a compelling vision of our work and how it aligns with Inspira's strategic vision
• Select, develop and hold people leaders accountable for goals and performance
• Collaborate across other Retirement & Wealth functions to align goals and activities