Director, R&W Operations; Remote

Join Inspira Financial as the Director, R&W Operations (Remote) to help businesses and individuals thrive today, tomorrow, and into retirement. This role builds on a people‑centric, client‑obsessed culture dedicated to simplifying the health and wealth journey.

Remote candidates may work from any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA, WV. Remote status and location are subject to change. Relocation is not provided. Employees within a 90‑minute radius of our Oak Brook, IL headquarters must adhere to the 4‑day/no‑on‑site minimum schedule (10 am–2 pm, at least one Monday or Friday).

This requirement does not apply to support specialist positions.

The Director of Retirement & Wealth Operations reports to the senior leader for SDIRA/Asset operations and manages day‑to‑day product support teams covering Private Equity Assets, Fund Custody, Private Debt, 1031 Exchanges, Traditional Assets, and Real Estate holding.

Responsibilities include:

• Directing day‑to‑day operations across multiple product offerings
• Reviewing and approving high‑value transactions, exceptions, and other team outputs
• Leading performance of multiple teams to deliver compliant, timely, and accurate client service
• Establishing and enforcing policies, procedures, and controls to maximize accuracy and efficiency
• Resolving significant operational issues and communicating solutions to complex problems
• Developing and executing service and operational strategy supporting Inspira’s growth objectives
• Managing performance metrics to identify trends and communicate results
• Implementing continuous‑improvement initiatives and directing change initiatives
• Leading all internal and external audit activities
• Fostering a high‑performance, cooperative environment
• Communicating departmental activities and issues to Senior Leadership
• Other duties as assigned

• Ensuring teams have sufficient staff with the appropriate skills to meet Service and Operations KPIs
• Monitoring teams across functions to maintain client satisfaction and quickly address gaps or impediments
• Providing feedback and articulating a compelling vision aligned with Inspira’s strategic vision
• Selecting, developing, and holding people leaders accountable for goals and performance
• Collaborating across other Retirement & Wealth functions to align goals and activities

• 15+ years in the financial services industry
• 7+ years in leadership within financial services
• Bachelor’s degree required (Finance, Accounting, or Business majors preferred)
• MBA preferred

• Comprehensive knowledge of investments and investment management
• Expert in IRAs, applicable IRS code, and prohibited transactions
• Proven data and analytics capabilities that drive actionable insights
• Strategic thinking with ability to manage abstract, complex matters
• Visionary leadership ability
• Superior analytical and problem‑solving skills with sound decision making
• Exceptional management, leadership, change management, and organizational skills
• Strong interpersonal, communication, listening, and collaboration skills
• Confidence interacting with peers and senior team members across the company
• Initiative in process improvement and automation
• Advanced Excel proficiency and working knowledge of Word, Outlook, and Power Point

• Infrequent travel (15–20%) – personal transportation sometimes required
• Occasional lifting up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer

$105,000–$130,000 per year

Compensation may include incentive and bonus opportunities. Inspira offers industry‑leading benefits, including healthcare, a 401(k) savings plan, company holidays, paid time off, parental leave, and an employee assistance program.

We value diversity and encourage candidates who meet a majority of the qualifications to apply. The goal is to build an authentic workplace that reflects the diversity of the businesses and clients we serve.