Manager, R&W 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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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 Manager, R&W Operations is a key operational leader reporting to the Director, Retirement & Wealth Operations. This role leads a team responsible for supporting Registered Investment Advisors (RIAs), Broker Dealers (BDs), Investment Sponsors, Platforms, and individual clients with Inspira accounts.
The Manager oversees the delivery of exceptional service, operational accuracy, and regulatory integrity, while also driving advisor and sponsor relationship growth. The role is accountable for team performance, service quality, risk mitigation, relationship strategy, and effective cross-functional coordination.
The incumbent develops team capabilities, manages complex issue resolution, and serves as the primary escalation point for high-value advisor and sponsor relationships. This position plays a critical role in strengthening strategic partnerships and enabling overall business growth.
Duties & Responsibilities

• Lead, coach, and develop a team to ensure consistent delivery of high-quality service

• Establish and monitor performance standards, KPIs, service levels, and quality metrics

• Oversee daily operations including queue management, workload distribution, and responsiveness to advisors, sponsors, and clients

• Serve as the primary escalation point for complex, high-risk, or sensitive advisor and client issues

• Ensure team adherence to IRA regulations, IRS Code requirements, prohibited transaction rules, and complex investment guidelines

• May o versee onboarding of new Advisor, BD, Sponsor, and Platform relationships to ensure accuracy and compliance

• Review and resolve complex customer cases and resolution requests across the firm

• Monitor relationship health and identify opportunities to strengthen advisor and sponsor partnerships

• Partner cross-functionally with Compliance, Transfers, Asset Services, Operations, and Technology to resolve issues and improve workflows

• Analyze trends, feedback, and performance data to drive continuous process improvement

• Identify operational risks and implement corrective actions as needed

• Lead or participate in departmental and enterprise-wide strategic initiatives and special projects

• Maintain audit-ready documentation and ensure regulatory integrity

• Foster a culture of accountability, professionalism, and continuous improvement

• Perform other duties as assigned

Leadership & Performance Management:

• Coach and engage team members to drive high performance and accountability.

• Lead a team of professionals providing service and operational support to institutional clients

• Utilize data-driven insights to monitor and improve team performance.

• Establish clear KPIs, leverage data insights, and drive accountability to achieve operational and strategic objectives .

• Evaluate individual and team results to achieve departmental objectives.

• Foster collaboration, innovation, and continuous improvement across onshore and offshore teams

Preferred Qualifications
Education & Experience:

• 7-10 years of experience in financial services

• 1-3 years of leadership experience

• Bachelor's Degree in Business , Finance, Accounting, or equivalent experience in related field

• CISP Designation preferred

• Alternative Asset experience a plus

Skills & Abilities:

• Strong ability to develop, mentor, and inspire leaders and teams.

• Exceptional verbal and written communication skills, with the ability to explain complex topics clearly.

• Advanced analytical, problem-solving, and decision-making capabilities.

• Ability to balance strategic thinking with hands-on operational execution.

• Proven success driving process improvement, automation, and operational scale.

• Strong organizational, project management, and prioritization skills.

• Ability to perform effectively in a fast-paced, high-volume, deadline-driven environment.

• High degree of ownership, accountability, and attention to detail.

• Proficiency in Microsoft Excel, Word, Outlook, and operational reporting tools.

• Strong working knowledge of trust accounting systems and internal workflow platforms.

• In-depth knowledge of custody operations, IRA rules, tax reporting, and regulatory requirements related to outgoing activity.

• Consistently demonstrates a positive, flexible, and solution-oriented mindset.

Compensation & Benefits
$76,000-$95,000 per year