Inspira Financial

Design, develop, and test applications, mentor team members, and improve engineering standards. | 5+ years of experience in software architecture, proficiency in React, TypeScript, Node.js, GraphQL, cloud platforms, and experience with enterprise solutions. | This role is responsible for the full software development life cycle, from conception to deployment. As a Senior Software Engineer, you will have relevant experience with both front-end and back-end coding languages, software development architecture and design patterns, development frameworks and third- party libraries. The ideal candidate will have a strong technical background in DevOps and automation coupled with excellent communication skills to collaborate with stakeholders and translate business requirements into scalable and efficient solutions. This individual must be creative, collaborative, organized, and adaptable. Our engineering team is built on the principle of humans over code. We are a tight-knit group of lifelong learners in a constant quest to be a team that is greater than the sum of its parts. Come join us! * Design, develop, and test applications (e.g. API, Web apps) in accordance with established standards. * Work closely with design and product teams to ship delightful, engaging products using React, TypeScript, NodeJS, and GraphQL and related technologies. * Mentor and coach team members through code reviews, thorough documentation, and technical guidance. * Contribute to and improve engineering standards, tooling, and processes * Foster an environment where different backgrounds, cultures, industry and life experiences are embraced and valued. * Participate in peer-reviews of solution designs and related code. * Collaborate with other software developers, product managers and software architects to plan, design, and build software. * Ensure that non-functional requirements such as security, performance, maintainability, scalability, usability, and reliability are being considered when designing and delivering solutions. * Work in an Agile framework to identify and automate solutions that result in enhanced developer experience and increased developer productivity. * Stay abreast of emerging technologies, industry trends, and best practices in solution architecture and technology innovation. * Troubleshoot and debug issues and bugs in applications. * Create design diagrams and technical documentation * Other duties as assigned. Qualifications Education & Experience: * 5+ years of experience in software or solution architecture roles, with a focus on designing and implementing complex, enterprise-level solutions using cloud platform * Strong knowledge of software architecture principles, design patterns, and architectural frameworks. * Strong understanding of Continuous Delivery patterns, Cloud foundational patterns, Observability patterns, Developer experience patterns. * Strong analytical and problem-solving skills. * Bachelor’s degree in computer science or equivalent experience Technical Proficiency and Skills: * Proficiency with: * js * React * TypeScript * Apollo GraphQL * Git Version Control System * PostgreSQL * Google Cloud * Jest * Docker Container * CI/CD Pipelines * Experience with one or more cloud platforms, preferably GCP * Excellent communication and teamwork skills * Great attention to detail and organizational skills * Experience delivering individual and institutional client facing solutions; Web Portal(s), online payments, and third-party integrations * Good understanding of Agile/Scrum methodology * Expertise in delivering secure, high performance, fault tolerant, and high availability solutions Other Requirements: * Infrequent travel (10%) * Ability to occasionally work overtime or after hours * Prolonged periods of sitting at a desk and working on a computer

Drive product vision, manage roadmaps, collaborate with stakeholders, and deliver measurable outcomes for financial services products. | 3+ years in product management, Agile experience, financial services knowledge, strong communication skills, and technical understanding. | The Product Manager will report to the [Sr. Director, Product Management] in the Digital Product Development Organization. This role is responsible for driving the product vision and delivery of initiatives for our [Health & Benefits / Retirement & Wealth business] line with their agile squad focused on the client experience. The squad will be empowered and accountable to build new products, features and enhancements to the existing product line while increasing business operational efficiency and retiring legacy systems while aligning tactical decisions with strategic architectural principles. The ideal incumbent will be strategic, innovative, and creative with a solid analytic foundation.   * Creates compelling product experiences for customers and clients * Manages and executes product roadmaps with a focus on measurable outcomes that align with company priorities and department objectives * Regularly tracks and proactively shares key initiative and roadmap health with management, business stakeholders and the team * Influence and manage a 3-year product roadmap that outlines the product’s evolution over time, taking into consideration iterative phases. * Collaborates with internal stakeholders, various business lines and Technology and Design counterparts to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities * Works in partnership with the team and stakeholders to employ Agile methods, processes, tools and metrics to deliver value including ongoing product backlog refinement, product roadmaps and release planning * Engages and collaborates with the team to create and manage Agile artifacts (e.g. Product Roadmap, Dashboard Metrics, Product Requirements and Acceptance Criteria), Backlog, Go-to-Market (GTM) Release Plan, Lessons Learned) and information needed for prioritization and decision-making * Develops and maintains product dashboard, metrics and monthly reports using OKRs and KPIs * Regularly assesses sales and market opportunities against features, costs and existing priorities to determine if and when to proceed with a product * Assist the Sales Team with completing competitive product Request for Proposals (RFP) as needed * Be the ultimate subject matter expert on assigned products for internal and external stakeholders * Other duties as assigned The typical schedule for this position is 8 a.m. to 5 p.m. CT, with 10% to 20% quarterly nationwide travel. Qualifications Education & Experience: * 3+ years of product management experience * 3+ years of Agile, SDLC experience preferred * User-Centric / Design Thinking experience preferred * Bachelor’s Degree or Equivalent * Certified Product Manager credentials preferred Skills & Abilities: * Background in Financial Services and Fintech strongly preferred * Understanding of modern platform and technology solutions * Able to represent the company at conferences and customer meetings, showcasing Inspira’s thought leadership in the market * Ability to be assertive with business priorities and address opposing viewpoints while adhering to Agile concepts and principles * Working knowledge of Agile practices such as iterative development, incremental delivery, backlog management, burn down metrics, velocity and task definition * Strong communication, facilitation and interpersonal skills to connect and engage with the team, facilitate discussions, advocate for the team, negotiate with the business, mentor team members, and resolve conflicts * Strong analytical skills, creative problem-solving skills, and high attention to detail * Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules * Ability to handle multiple issues simultaneously and manage stressful situations * Strong knowledge of technical concepts and architectural principles to drive scalable solutions Other Requirements: * Infrequent travel (10%) * Prolonged periods of sitting at a desk and working on a computer * [Occasionally lifts up to 25 pounds]

Develop and deploy predictive models, conduct exploratory data analysis, and communicate insights effectively. | Requires 3-5+ years in data science, proficiency in Python, SQL, R, statistical modeling, machine learning, and experience with data pipelines and visualization tools. | Inspira is seeking highly skilled and intellectually curious Data Scientist to join our dynamic Data Science & Analytics Organization. The role is central to driving data informed decision-making across the organization by developing predictive models, uncovering insights and building scalable analytic solutions.   The ideal candidate will possess a strong foundation in statistical modeling, machine learning, and data engineering, along with the ability to communicate complex findings in a clear and actionable manner to both technical and non-technical stakeholders.   Duties & Responsibilities: * Develop and deploy predictive models and machine learning algorithms to solve business problems and optimize performance * Conduct exploratory analysis to identify trends, patterns and opportunities * Collaborate with cross-functional teams to define business questions and translate them into analytical frameworks * Build and maintain data pipelines and ensure data quality, integrity, and accessibility * Design and deliver visualizations and dashboards that communicate insights effectively * Apply statistical techniques to test hypotheses validate model performance * Document methodologies, code and findings to ensure transparency and reproducibility Qualifications * Bachelors degree in Data Science, Statistics, Mathematics or related field (Masters degree preferred) * 3 – 5+ years of experience in data science or advanced analytics role * Proficiency in programming languages such as Python, SQL and R * Proficiency with statistical modeling and machine learning * Familiarity with cloud data platforms (Snowflake, Azure) * Experience with data visualization tools (Tableau, Looker) * Experience with Docker Containers * Excellent communication and storytelling skills * Experience with MLOps, model deployment, and version control (Git) [preferred] * Knowledge of natural language processing (NLP) or deep learning techniques * Exposure to semantic layer design and data governance frameworks

Oversee daily operations of retirement and wealth product support teams, ensuring compliance, efficiency, and high-quality service, while leading process improvements and strategic initiatives. | Experience managing multiple teams, implementing policies and procedures, and leading operational strategy in a financial or wealth management context. | The Director of Retirement & Wealth Operations will report to the senior leader for SDIRA/Asset operations and will be part of the Retirement & Wealth division within Inspira Financial. They will oversee day to day product support teams who are responsible for multiple functions in support of key Wealth product offerings, including but not limited to; Private Equity Assets, Fund Custody, Private Debt, 1031 Exchanges, Traditional Assets, and Real Estate holding. Product support teams manage end to end client and customer support for their product offerings including service for client calls and e-mail, compliance and regulatory oversight, transactions and account management, purchases and liquidations, cash management, reconciliation, and reporting. The 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. Leadership Responsibilities: • 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 takes ownership for quickly addressing gaps and or impediments preventing service delivery excellence • Provides teams with appropriate feedback and provides compelling vision of our work and how it aligns with Inspira's strategic vision • Selects, develops and holds people leaders accountable for goals and performance • Collaborates across other Retirement & Wealth functions to align goals and activities

Oversee and optimize retirement and wealth product operations, lead teams, develop strategies, and ensure compliance. | Extensive experience in financial services, leadership in wealth operations, deep knowledge of IRAs and IRS regulations, strong data and analytics skills, and strategic management capabilities. | The Director of Retirement & Wealth Operations will report to the senior leader for SDIRA/Asset operations and will be part of the Retirement & Wealth division within Inspira Financial. They will oversee day to day product support teams who are responsible for multiple functions in support of key Wealth product offerings, including but not limited to; Private Equity Assets, Fund Custody, Private Debt, 1031 Exchanges, Traditional Assets, and Real Estate holding. Product support teams manage end to end client and customer support for their product offerings including service for client calls and e-mail, compliance and regulatory oversight, transactions and account management, purchases and liquidations, cash management, reconciliation, and reporting. The 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. Leadership Responsibilities: * 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 takes ownership for quickly addressing gaps and or impediments preventing service delivery excellence * Provides teams with appropriate feedback and provides compelling vision of our work and how it aligns with Inspira’s strategic vision * Selects, develops and holds people leaders accountable for goals and performance * Collaborates across other Retirement & Wealth functions to align goals and activities Qualifications Education & Experience: * 15+ years of experience working within the financial services industry * 7+ years leadership experience in financial services * Bachelor's degree in required. Finance, Accounting, or Business majors preferred * MBA Preferred   Skills & Abilities: * Comprehensive knowledge of investments and investment management process * Expert in IRAs and applicable IRS code including an understanding of prohibited transactions * Proven data and analytics capabilities – leveraging data to develop insights to drive action * Ability to think strategically and manage with abstract and complex matters * Ability to create appropriate vision for the team * Superior analytical and problem-solving skills with the ability to make sound decisions and anticipate their consequences * Exceptional management, leadership, change management and organizational skills * Strong interpersonal, communication, listening and collaboration skills * Ability to interact effectively, confidently, and credibly with peers and senior team members across the company * Demonstrated ability to take initiative and critically analyze processes and procedures in a push toward constant improvement and automation * Comprehensive working knowledge of all Microsoft Office products including Excel (advanced proficiency), Word, Outlook, and PowerPoint   Other Requirements: * Infrequent travel (15% to 20%) * Ability to provide personal transportation from time to time * Occasionally lifts to 25 pounds * Prolonged periods of sitting at a desk and working on a computer

Manage new client onboarding and benefit plan implementation by coordinating stakeholders and resolving project deliverables. | 1-2 years project management experience, proficiency in Microsoft Office, strong communication and organizational skills, and preferred Salesforce CRM experience. | The Associate Implementation Manager will report to the Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for new client onboarding and engagement. This role directs all aspects of client benefit plan installation for new and existing clients of Inspira’ss products and services and develops/executes an implementation strategy consistent with client expectations. • Act as the single point-of-contact for benefit plan implementation; mediate and coordinate resolution of all project deliverables and implementation related issues • Partner with all key stakeholders (i.e., sales/service staff, consultants, plan sponsors, and other internal business units) to proactively identify and address critical implementation issues ensuring client expectations are consistently satisfied or exceeded • Evaluate impact of client-requested exception and develop reasonable alternatives to satisfy client’s needs while minimizing impact on systems and operations • Identify, communicate and track cost sensitive items not included as part of the standard process • Identify opportunities for cross sales and account rounding of additional Inspira products and services throughout the implementation process • Other duties as assigned. Qualifications Years of Experience: • 1-2 years of experience in project management . Degree: • Bachelor’s Degree in Business, Communications, Finance or related field preferred . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred

The Software Engineer II will collaborate with a cross-functional team to deliver high-quality software solutions. Responsibilities include participating in design discussions, documenting software programs, and ensuring adherence to best practices in software development. | Candidates should have 3-7 years of experience in software product development and a bachelor's degree in a related field. Proficiency in programming languages such as .Net, C#, and React, along with cloud and container experience, is essential. | We are seeking talented Software Engineers who can create scalable user experiences and API/Service-based solutions while collaborating with an experienced team of product development professionals. You will join a cross-functional, DevOps based, Agile team responsible for the entire product development life cycle, encompassing conception, discovery, framing, development, deployment, measurement, and continuous improvement. As a Senior Software Engineer, you should possess expertise in both front-end and back-end coding languages, development frameworks, and third-party libraries. Additionally, we value individuals who are team players, possess a keen eye for visual design, and prioritize outcomes over outputs. If you are ready to advance your career and contribute to a rapidly growing company dedicated to delivering innovative products and ensuring an exceptional client experience, we eagerly await your application!    The Software Engineer II will report to a Software Engineering Manager in the Technology Department.     Duties & Responsibilities:  By collaborating closely with fellow product development team members, software engineers play a pivotal role in driving team-level success through the demonstration of the following key attributes:  * Collaborating with Users, Architects, Engineers, Designers, and Product Managers to foster ideation and deliver cutting-edge software solutions. Strong communication skills.   * Participating in technical design, architecture discussions, and driving consistent high quality software development  * Participating in the documenting of software programs with flowcharts, layouts, charts, diagrams and other documentation  * Employing Test First and Acceptance Criteria Driven approaches to continuously test and deliver high-quality software  * Experience in implementing mobile responsive designs to ensure optimal user experiences across various devices  * Designing and developing Macro and Micro-Services while adhering to industry best practices and standards  * Ensuring solutions meet non-functional requirements, such as security, performance, maintainability, scalability, usability, and reliability  * Performing code reviews & ensuring alignment with coding/design best practices  * Working in a collaborative team environment with other engineers and comfortable providing advice, coaching, and insights to peers on software  * Actively pursuing continuous professional growth by staying updated on new development tools, programming techniques, and best practices. Engaging in educational opportunities, keeping informed through professional publications, nurturing personal and professional networks, and actively participating in relevant professional organizations.  * Through the successful execution of these responsibilities, the senior software engineer will make significant contributions to the overall achievements of our team and organization! Qualifications Education & Experience:  * 3-7 years of experience in Software Product Development  * Bachelor’s degree preferred in Computer Science, Computer Engineering, Software Engineering, or similar/related Engineering/Science based technical disciplines.   * Microsoft Certified Azure Developer Associate – Bonus  * Microsoft Certified Azure DevOps Engineer Expertise - Bonus    Skills & Abilities:  The ideal candidate will have a proven track record of demonstrating:   * Strong Programming Skills: Proficiency in programming languages such as .Net 6 and greater, C# 10 and higher, React 16 or greater/Redux, Typescript. MS SQL Server, MongoDB, Identity Providers (IDP). Software engineers should have a foundational understanding of data structures, algorithms, and the ability to write clean, efficient, and maintainable code.    * Cloud Skills: Experience working in Hybrid and Cloud based environments where essentially all things are handled “as code” and promoted via automated pipelines which incorporate audit, quality, and security controls.  Azure experience preferred.  * Containers: Experience working with OCI compliant containers.  Docker preferred.  * Kubernetes: Experience with container hosting and management systems such as Kubernetes, Azure Container instances, App Service or OpenShift      * Experience with source code management applications with GIT.    * Proven track record of successfully delivering highly robust and scalable front-end and back-end solutions.  * Experience with Design Patterns, CQRS, Domain Driven Design, IDP practices, Automated Testing, understanding of object-oriented programming concepts and best practices  * Proficiency in integrating with external systems and services, utilizing REST, SOAP, or other relevant protocols.   * Problem-Solving and Analytical Skills: Software engineers must possess strong problem-solving abilities and the capacity to analyze and troubleshoot complex technical challenges. They should be able to break down problems into manageable components and devise effective solutions.   * Experience with implementing logging, metrics, and tracing frameworks to provide comprehensive visibility into application behavior and system health. Ability to write high-quality, structured, and observable code that supports monitoring, debugging, and performance analysis.  * Software Product Development Lifecycle: Familiarity with the software development lifecycle (SDLC) is crucial. This includes understanding requirements gathering, system design, implementation, testing, deployment, and maintenance in an Agile/Scaled Agile manner. Experience with Scrum, Kanban, Extreme Programming, or other outcome based iterative development approach required.  * Conforming to Agile principles, software engineers must have the ability to divide large software solutions into smaller conquerable coding tasks that can be delivered within a sprint.    * Knowledge of Development Tools and Frameworks: Software engineers should be proficient in using development tools and frameworks relevant to their domain. This can include version control systems (e.g., Git), integrated development environments (e.g., Visual Studio Code, IntelliJ), and frameworks specific to web development (e.g., React, Angular) or mobile app development (e.g., Flutter, React Native).  * Collaboration and Communication: Effective collaboration with cross-functional teams is vital for software engineers. Strong communication skills, both written and verbal, enable them to clearly express ideas, collaborate with colleagues, and convey technical concepts to non-technical stakeholders.  * Continuous Learning: The field of software engineering is constantly evolving, so a mindset of continuous learning is crucial. Staying updated with new technologies, programming languages, frameworks, and industry trends is highly valued.  * Testing and Debugging: Proficiency in automated software testing techniques, including automated unit testing, integration testing, and debugging, is important for ensuring the reliability and quality of software applications.  * Knowledge of Security Best Practices: Strong understanding of secure coding practices and the ability to apply them effectively in software development. Ability to implement security controls, conduct code reviews, and perform security-focused testing, ensuring adherence to industry standards and minimizing the risk of potential exploits.  * Compliance: Familiarity with regulatory compliance requirements and industry-specific security standards, such as GDPR, HIPAA, PCI-DSS, and ISO 27001. An ability to design and implement software solutions that meet these compliance standards, ensuring the protection of sensitive data and maintaining regulatory compliance.  * System Design and Architecture: Software engineers should have a solid understanding of system design principles and architecture patterns. This includes scalability, performance optimization, and the ability to design robust and efficient software systems.  * Adaptability and Flexibility: Software engineers often encounter changing requirements, tight deadlines, and evolving technologies. Being adaptable, flexible, and able to quickly learn and adapt to new tools and frameworks is crucial.    Other Requirements:  * Infrequent travel (5%)  * Ability to provide personal transportation from time to time  * Ability to work overtime  * Prolonged periods of sitting at a desk and working on a computer

Develop and implement performance testing strategies, lead automation initiatives, and ensure software quality and scalability through collaboration with cross-functional teams. | 5-7 years of software quality assurance and performance testing experience, proficiency with automation frameworks and performance testing tools, and a bachelor's degree in computer science or engineering. | We are seeking a highly skilled and experienced Senior Quality Engineer to drive performance testing and optimization efforts, ensuring robust, scalable, and high-performing software products. This role is responsible for developing and implementing testing strategies, leading automation initiatives, and ensuring adherence to quality standards throughout the software development lifecycle.   You will collaborate closely with cross-functional teams, identifying areas for improvement and driving initiatives that enhance overall performance and reliability. You will facilitate delivering highly performant and scalable software through comprehensive performance benchmarking, optimization, and management of performance tools and environments.   Candidates should have extensive experience with performance testing tools, automation frameworks, and QA best practices to optimize efficiency and maintain high product quality.   This position reports to the Sr. Manager, Software Engineering – Developer Experience, Performance Testing & Optimization within the Technology Department.   Key Responsibilities: Quality Assurance Strategy & Execution · Develop and implement comprehensive performance testing strategies to ensure high-quality, scalable software delivery. · Design, develop, and execute automated test scripts using open-source tools. · Ensure version control of QA automation code, adhering to best practices for maintainability and efficiency. · Define and enforce standards and methodologies for quality assurance, including test planning, execution, and automation. Performance Testing & Optimization · Lead performance benchmarking, optimization, and management of performance tools and environments to enhance system reliability and efficiency. · Utilize tools such as Artillery, K6, Locus, JMeter, LoadRunner, or other performance testing frameworks to measure and optimize system performance. · Conduct risk assessments to identify and mitigate performance bottlenecks, ensuring smooth operation and scalability. · Analyze test results, identify trends, and provide actionable insights to improve performance across software products. Automation & Continuous Improvement · Design, develop, and maintain automated test suites and frameworks to streamline testing and improve efficiency. · Implement continuous integration and automated deployment testing to improve product reliability. · Drive root cause analysis and implement corrective/preventive actions (CAPA) to prevent recurrence of performance issues. · Stay updated on industry trends and emerging technologies in software quality assurance and testing automation. Collaboration & Stakeholder Engagement · Work closely with product managers, software developers, and operations teams to align performance testing with business needs. · Participate in code reviews, sprint planning, and technical discussions to ensure quality-related insights are incorporated throughout the development lifecycle. · Lead cross-functional initiatives to improve quality processes, tools, and methodologies. Qualifications Education & Experience: · 5-7 years of experience in software quality assurance, performance testing, and automation. · Bachelor’s degree preferred in Computer Science, Engineering, or related fields. · Certifications in QA testing frameworks (e.g., ISTQB Advanced Level, Certified Test Engineer (CSTE), or Certified Software Quality Analyst (CSQA)) are a plus. Tools & Technologies: · Performance Testing: Artillery,K6, JMeter, LoadRunner, · Automation Frameworks: Selenium, Playwright, JUnit, TestNG · Infrastructure & DevOps: Azure DevOps, Terraform, Docker, Kubernetes · Databases & Messaging: MS SQL Server, MongoDB, RabbitMQ · Monitoring & Analytics: Datadog, Fresh service · Programming & Frameworks: Python, React, .NET, MuleSoft · Cloud Platforms: Azure Cloud Skills & Abilities: The ideal candidate will demonstrate: · Strong analytical and problem-solving skills to identify bottlenecks and optimize performance. · Expertise in automation with frameworks such as Selenium, TestNG, Playwright. · Experience in performance testing methodologies, including scalability assessments. · Understanding of Agile methodologies (Scrum, Kanban) and best practices in software testing. · Ability to communicate technical concepts effectively to stakeholders across teams. · Meticulous attention to detail, ensuring thorough testing coverage and accurate defect tracking. · Proficiency in documentation, including test plans, reports, and performance summaries.   Why Join Us? This role is critical in driving a high-performance, scalable, and quality-centric approach to software delivery. By ensuring rigorous testing, continuous optimization, and automation, you will play a pivotal role in shaping the reliability and success of our technology products. Inspira Financial offers a purpose-driven mission, using cutting-edge technology to transform financial services. Employees thrive in a collaborative and growth-focused culture, working on FinTech innovations that shape the industry. With competitive benefits and work-life balance, Inspira Financial provides a supportive environment where professionals can contribute to impactful solutions while advancing their careers

Manage software engineering projects, teams, and vendor relationships while ensuring governance, quality, and alignment with business goals. | 7-10 years experience with 1-3 years leadership, bachelor's degree in related field, strong organizational and communication skills, and preferred Salesforce CRM experience. | The Sr. Manager, Software Engineering will report to the Director, Software Engineering in the Technology Department. This role is responsible for managing and supporting the people, projects, resources, applications, development, and delivery related to the effective implementation of application solutions spanning all business and administrative areas. This role will serve as the primary liaison between Technology and its client base by being the advocate to ensure that the provided services are at an exceptional standard. In addition, the role will be responsible for the identification and analysis (i.e. solutions alignment, cost justification/ROI, approvals, and initial staffing/ resource requirements) of any business opportunities which require or could leverage Technology integration or development. • Sustain knowledge and experience in Technology delivery to the supported client areas. • Align, formulate, validate, link, and implement 3–5-year plan for area of responsibility with total Technology and corporate vision. • Primary oversight and management of projects related to development initiatives. • Directly manage multiple concurrent projects, both simple and extremely complex • Ensure that the relevant governance and control processes are invoked and reflected for projects. • Define and establish benchmarks and quality measures for area of responsibility. • Participate in disaster recovery and contingency planning. • Ensure that Information Security Technology controls and processes are followed, architected, and tested throughout the entire lifecycle of development. • Effectively manage relevant 3rd party vendor relationships, while demonstrating excellent vendor management skills • Support and participate in the overall IT Governance structure, with specific emphasis on data architecture, application architecture, services integration, and quality/testing management. • Drive knowledge, component and service sharing into the team. • Focus on the implementation of cost-effective, extensible, and supportable solutions (whether 3rd party or bespoke) • Improve the stability and resiliency of all relevant production processes, as well as, instituting a robust support model addressing process/application failures. • Provide mentorship to the entire organization in application development and integration, ensuring that the material is properly tailored to the context of the recipient audience. • Institute a strong culture of collaboration, responsibility, learning and mentorship. • Work with internal sales and external clients to assess scalable process and data integration solutions. • Be an exceptional liaison with the business on potential initiatives and solution patterns. • Other duties as assigned. Qualifications Years of Experience: • 7-10 years of experience • 1-3 years of leadership experience . Degree: • Bachelor’s Degree in Computer Science, Information Technology, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines. • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly. • Experience with Salesforce CRM preferred.

Serve as the main contact for institutional clients, manage client onboarding, support, renewals, and retention while collaborating cross-functionally to resolve issues and grow client relationships. | 0-2 years experience, bachelor's degree, proficiency in Microsoft Office, strong communication and organizational skills, Salesforce CRM preferred, and knowledge of retirement plans and investment vehicles. | This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira. • Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products • Build and maintain relationships with the clients • Process system setup, updates, and configuration for clients • Coordinate, lead, and execute client plan renewal and open enrollment • Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service. • Achieving revenue, growth, and renewal goals • Manage incoming and outgoing communications including phone queues and emails • Handle all resolution cases from across the firm for the assigned client base • Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements • Collaborate with team members and functional support areas on more complex product or service issues. • Build relationships with internal teams. • Work cross-functionally with various departments within the business to maximize service • Other duties as assigned. Qualifications Years of Experience: • 0-2 years of experience . Degree: • Bachelor’s Degree in Business, Finance, Communications, Healthcare Administration, Sales, or related field . Certification: N/A . Skills & Abilities: • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly • Ability to prioritize numerous tasks • Experience with Salesforce CRM preferred • Strong relationship and communication skills • Experience in retirement plan industry and knowledge of IRAs • Knowledge of investment vehicles, as well as savings and retirement planning tools

Lead software quality initiatives, define quality metrics, implement test automation, mentor team members, and collaborate with product and engineering teams. | 7-10 years in Software QE with leadership experience, proficiency in multiple programming languages and test automation tools, and a bachelor's degree in computer science or equivalent. | 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 Lead Platform Quality Engineer will report to the Sr. Director, Software Engineering in First Dollar. This role is responsible for defining and driving the organization’s quality vision and leading software quality initiatives throughout the product lifecycle for both front-end and back-end system components. The Lead Platform Quality Engineer is driving and implementing test automation frameworks, processes, and strategies. As well as leading the adoption of industry-standard quality practices while fostering a culture of quality across the organization. • Define and drive quality metrics, quality gates, and acceptance criteria for projects to align with business objectives • Establish and continuously improve quality standards, tooling, and processes across teams and projects • Build and foster a strong quality culture across the organization, including skill gap analysis, career pathing, and targeted development for QE team members • Share knowledge and mentor other team members, ensuring the QE team’s skills evolve to meet business needs • Work closely with Product, Engineering, and leadership teams to influence product decisions, challenge requirements, and ensure quality is considered throughout the delivery lifecycle • Design test cases and execute all types of testing (e.g. functional, integration, end-to-end) on a variety of platforms (e.g. mobile, web) • Facilitate User Acceptance Testing • Drive automated testing initiatives across different layers of the application (frontend, backend, data, infrastructure) • Contribute to various elements of automated testing across different layers of the application (frontend, backend, data) • Produce test estimates for testing activities and ensure alignment with project goals • Participate in code and test case reviews and ensure requirements traceability & proper coverage • Assist project team in determining appropriate quality goals and acceptance criteria • Other duties as assigned. Preferred Qualifications Education & Experience: • 7-10 years of experience in Software QE with at least three years as a Test Lead or Manager. Experience should extend across both manual and automated testing in a variety of Agile delivery models • 5+ years of professional coding experience in TypeScript, JavaScript, C#, or Java with hands-on coding expected for automation and tooling development • 5+ years of UI Test automation experience (e.g. Playwright, Cypress, Selenium) • Bachelor’s degree in computer science or equivalent experience Skills & Abilities • Experience defining and implementing quality metrics, quality gates, and organizational quality standards • Diverse experiences in leading test strategy, test planning, test case design, and execution • Delivery leadership within Agile methodology projects (e.g. Scrum) • Proficiency using common test management tools • Proven experience across manual and automated testing in a variety of Agile delivery models • Strong analytical and problem-solving skills Technical Proficiency And Skills • Proficiency in: • E2E testing using modern tools such as Playwright, Cypress, Selenium • API Testing and automation • js • React • TypeScript • Apollo GraphQL • Git Version Control System • PostgreSQL • Google Cloud • Jest • CI/CD Pipelines • Experience with one or more cloud platforms, preferably GCP • Experience with cloud-native testing approaches • Excellent communication and teamwork skills • Great attention to detail and organizational skills • Experience delivering quality for individual and institutional client facing solutions; Web Portal(s), online payments, and third-party integrations • Good understanding of Agile/Scrum methodology Other Requirements • Infrequent travel (10%) • Ability to occasionally work after hours • Prolonged periods of sitting at a desk and working on a computer Pay Range $140,000-$160,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

The Sr. Cloud Operations Engineer is responsible for maintaining the health, performance, and reliability of the enterprise infrastructure. This role includes hands-on support for Azure Virtual Desktop environments and managing escalations from the help desk. | Candidates should have a Bachelor's degree in computer science or equivalent experience, along with 5+ years of IT experience. A minimum of 3 years of experience with Windows and/or Linux operating systems and networking knowledge is required. | The Sr. Cloud Operations Engineer (SCOE) is a key member of the Cloud Operations team, responsible for maintaining the health, performance, and reliability of Inspira Financials enterprise infrastructure. This role demands a high level of autonomy and technical expertise across system monitoring, NOC operations, and cloud platforms. The SCOE will lead efforts in documenting and maintaining runbooks, training junior team members, and managing escalations from the help desk and call center. The role also includes hands-on support for Azure Virtual Desktop environments and requires the ability to work independently while collaborating effectively with cross-functional teams. This position is ideal for a self-driven, solutions-oriented professional who thrives in a dynamic environment and is passionate about operational excellence and continuous improvement.   ESSENTIAL JOB FUNCTIONS: * Perform regular system health checks and review monitoring reports to proactively identify and resolve issues. * Ensure infrastructure performance and availability through continuous monitoring and alert management. * Provide direct support in the day-to-day operations of hardware and operating systems, including Cloud Services: * Evaluate system utilization, monitor response time and provide primary support for detection and correction of operational and infrastructure problems * Coordinate and perform changes to servers, network, operating systems and attached devices, including investigation, analysis, recommendation, configuration, installation and testing of new network hardware and software * Ensure servers, operating systems and network components are implemented and adhere to the information security policies and infrastructure standards * Utilize metrics and cloud native consumption-based services to improve cost efficiencies * Oversee real-time monitoring of infrastructure, applications, and services. * Respond to alerts and incidents, ensuring timely resolution and escalation when necessary. * Maintain SLAs and ensure proper documentation of incidents and resolutions. * Support and Administer the Disaster Recovery and Business Resumption Plan as it relates to the backup and restoration of the technology infrastructure. * Ensure run books are updated on a regular basis * Participate in tabletop and real DR exercises * Maintain the VMware and Multi Cloud virtual environments * Write and maintain runbooks for common tasks, collaborating with Offshore and Onshore shifts to ensure runbooks are usable and up to date. * Experience supporting Containerization Platforms such as K8s and Docker * Maintain multiple Microsoft Active Directory Domains and Entra ID hybrid tenant * Provide infrastructure problem resolution for various applications throughout the organization * Experience working with Automation tools such as ADO, Jenkins, and Chef * Utilize automation to design and develop programs or scripts for various repetitive functions * Performs all duties with a focus on goals of Inspira Financial, which includes risk mitigation * Good Exposure to Infrastructure-as-code using terraform * Provide technical subject matter expertise and work with wider team to ensure development activities are aligned with scope, schedule, priority and business objective * Experience with IaC tools such as Terraform, bash scripting, etc * Experience integrating Sonar cloud for code scanning * Support inbound calls/emails, maintaining tickets within the issue tracking application related to Infrastructure Support * Monitoring of Platform and Environment with tools such as Datadog, Azure Monitor, Logic Monitor, etc * Utilize programming skills to design and develop programs or scripts for various repetitive functions * Performs all duties with a focus on goals of Inspira Financial, which includes risk mitigation * Configure and Support firewalls and security appliances * Cross-train other team members in order to facilitate coverage * Participate in rotating on-call schedule * Ability to respond to pages after hours to resolve critical issues * Maintain and update in house Documentation * Facilitate Release Management in multiple environments * Other duties as assigned Qualifications EDUCATION: * Bachelor’s degree in computer science or equivalent experience * Certifications preferred: GCP-Associate Cloud Engineer, AZ-900, AZ-104, AZ-700 VCTA-CMA and Engineer and Network+   EXPERIENCE AND SKILLS: * 5 + years of IT experience * Minimum of 3 years of experience with: * Windows and/or Linux Operating systems that include building, security and deployment in both a physical and Cloud environments * Networking knowledge and the skill sets to configure, maintain, and support Cisco Meraki devices, Azure VNETS, VPN Gateways, Route Servers, Route Tables, and Private Endpoints. * Support and Administer Infrastructure as Code deployments utilizing CI/CD Pipelines * Apply best practices to IT systems and ensure infrastructure meets compliance standards * Scripting languages such as Powershell, Bash, JS, Python, etc. * Exposure to Cloud Services Google (preferred), Azure or AWS * Familiarity with monitoring and observability tools such as DataDog and Cloud Monitor (Azure and GCP) * Assist in root cause analysis efforts and improvements to system reliability using techniques like self-healing, canary deployments, and alerting * Microsoft Azure PaaS and SaaS solution development technologies including Azure API Management, Azure Functions, Logic Apps etc. * Experience with BDR solutions such as Veeam, VMWare Site Recovery, and Azure Backup/Site Recovery * Exposure to building DR and HA solutions * Knowledge of TCP/IP protocol and firewalls * Knowledge of Virtual Machines and Container concept * Support and Administer Microsoft 365 Services (Exchange, Intune, Sharepoint, and Teams) * Complex project involving multiple teams and Partners * Ability to conduct research into hardware and software issues and products as required * Ability to effectively prioritize and execute tasks in a high-pressure environment * Communicate effectively with managers, end users, colleagues, and vendors * Ability to work independently with minimal supervision * Must have excellent written and verbal communication skills * Strong analytical skills, follow-up capability, and problem-solving ability * Highly self-motivated and directed * Knowledge of ITIL/ITSM practices and framework preferred

The Senior Software Engineer will be responsible for the full software development life cycle, from conception to deployment, including designing, developing, and testing applications. They will collaborate with design and product teams to deliver engaging products and mentor team members through code reviews and technical guidance. | Candidates should have 5+ years of experience in software or solution architecture roles, with a strong technical background in cloud platforms and software architecture principles. A Bachelor's degree in computer science or equivalent experience is required, along with proficiency in various technologies including Node.js, React, and TypeScript. | We are seeking a Senior Software Engineer to join our growing team. This role is responsible for the full software development life cycle, from conception to deployment. As a Senior Software Engineer, you will have relevant experience with both front-end and back-end coding languages, software development architecture and design patterns, development frameworks and third- party libraries. The ideal candidate will have a strong technical background in DevOps and automation coupled with excellent communication skills to collaborate with stakeholders and translate business requirements into scalable and efficient solutions. This individual must be creative, collaborative, organized, and adaptable.     Our engineering team is built on the principle of humans over code. We are a tight-knit group of lifelong learners in a constant quest to be a team that is greater than the sum of its parts. Come join us!    * Design, develop, and test applications (e.g. API, Web apps) in accordance with established standards   * Work closely with design and product teams to ship delightful, engaging products using React, TypeScript, NodeJS, and GraphQL and related technologies * Mentor and coach team members through code reviews, thorough documentation, and technical guidance * Contribute to and improve engineering standards, tooling, and processes  * Foster an environment where different backgrounds, cultures, industry and life experiences are embraced and valued.  * Participate in peer-reviews of solution designs and related code * Collaborate with other software developers, product managers and software architects to plan, design, and build software  * Ensure that non-functional requirements such as security, performance, maintainability, scalability, usability, and reliability are being considered when designing and delivering solutions * Work in an Agile framework to identify and automate solutions that result in enhanced developer experience and increased developer productivity * Stay abreast of emerging technologies, industry trends, and best practices in solution architecture and technology innovation * Troubleshoot and debug issues and bugs in applications * Create design diagrams and technical documentation  * Other duties as assigned   #LI-Remote Qualifications * 5+ years of experience in software or solution architecture roles, with a focus on designing and implementing complex, enterprise-level solutions using cloud platform    * Strong knowledge of software architecture principles, design patterns, and architectural frameworks.   * Strong understanding of Continuous Delivery patterns, Cloud foundational patterns, Observability patterns, Developer experience patterns.   * Strong analytical and problem-solving skills.   * Bachelor’s degree in computer science or equivalent experience     Technical Proficiency and Skills:  * Proficiency with:   * Node.js   * React   * TypeScript   * Apollo GraphQL   * Git Version Control System   * PostgreSQL   * Google Cloud   * Jest   * Docker Container   * CI/CD Pipelines   * Experience with one or more cloud platforms, preferably GCP   * Excellent communication and teamwork skills   * Great attention to detail and organizational skills   * Experience delivering individual and institutional client facing solutions; Web Portal(s), online payments, and third-party integrations  * Good understanding of Agile/Scrum methodology  * Expertise in delivering secure, high performance, fault tolerant, and high availability solutions

Lead and manage a QA team to develop and execute automated and manual testing strategies ensuring high-quality software product delivery. | 7-10 years software QA experience with 5+ years leadership, proficiency in test automation tools, Agile methodologies, cloud environments, and relevant QA certifications. | The Sr. Quality Engineer will report to the Technology Department. This role is responsible for leading a team of QA testers/engineers in testing our suite of products and software products to consistently deliver the highest quality solutions via SaaS, and On-Premises models. You will be an experienced leader in driving and implementing QA frameworks, processes, and strategies. You will implement industry standard quality assurance policies and practices, and ensure they are followed by measuring product and process quality. The incumbent will be expected to build the appropriate relationships and trust at all levels within the organization as they effectively communicate project issues, status, and successes with all team members at all levels. This incumbent must be creative, client focused, solutions-driven, organized, and thrive in an extremely dynamic environment as well as have solid people skills. • Direct the development of the QA strategy, methodology, discipline, and framework. Driving and improving the QA team in areas of automated testing and agile testing. • Provide technical expertise in Test Automation, Testing Methodologies, Testing Processes, Tools, and Techniques across the teams. • Responsible for defining QA strategy, approach, and execution in development projects. • Responsible for leading and directing the QA team. • Provide leadership and technical expertise within Test Automation and Quality Assurance. • Performance management, coaching, and professional development for QA team; ensure testing skill set is up to date and capable of supporting the development effort. • Focus on continuous QA improvements including usage of appropriate testing tools, test techniques, test automation. • Building and maintenance of quality standards as well as enforcing technical and testing standards. • Monitoring of all the QA activities, test results, leaked defects, root cause analysis and identifying areas of improvement. Implement steps required to improve the processes. • Ensure the proper usage of available tools to gain the maximum benefit of the QA effort. This includes testing tools for functional, application performance, automation, etc. • Manage training and continuous learning of QA staff by means of short courses, conferences, meetups, certifications, etc. • Be an escalation point for all matters related to testing and quality assurance and operate as a primary point of contact for the QA teams. • Work with development team to develop and execute QA strategies to meet and exceed department and corporate quality goals. • Gather and present testing metrics and testing activities for the projects to key stakeholders. • Collaborate with business partners, such as Customer Support, Client Services and Operations to incorporate feedback into the QA process. • Facilitate inter-team communication across many agile projects within the organization. • Measure Product Quality and share metrics with the teams, management, and other stakeholders. • Balance best practice decisions with delivering high business value (right vs right now) • Be accountable for outlining detailed testing tasks (+ resulting estimates) during sprint planning. • Ask the right questions (to developers, QAs), at the right time, to proactively avoid quality risk. • Engage with developers to outline how a solution design results in dependency impact. • Design and produce high quality automated test cases within a defined framework. • Develop testable interfaces between the system under test and the automation framework. • Translate existing manual regression test cases into automated tests. • Assure automated regression test cases are integrated and passing in a nightly build process. • Contribute to merge up/down through development process, adheres to a well-defined code promotion process. • Employ static code analysis to identify test case readability, anti-patterns, & coverage • Monitor automated test results after code is committed and holds team to account on quality. • Conduct cross team and inter-team automated test case review. • Define, develop, maintain, and clean test data in support of automated test cases. • Support and is accountable for timely releases and adherence to release activities. • Collaborate outside of the product team to encourage a development community. • Encourage self-study by promoting best practices and bringing in external perspective. • Review requirements, specifications, and technical design documents to provide timely and meaningful feedback. • Provide code review and analysis of teams’ automation code. • Assist in managing and maintain regression test suite. • Create detailed, comprehensive, and well-structured test plans and test cases. • Estimate, prioritize, plan and coordinate testing activities. • Design, develop and execute automation scripts using open-source tools. • Identify, record, document thoroughly and track bugs. • Perform thorough regression testing when bugs are resolved. • Develop and apply testing processes for new and existing products to meet client needs. • Liaise with internal teams (e.g. developers and product managers) to identify system requirements. • Monitor debugging process results. • Investigate the causes of non-conforming software and train users to implement solutions. • Track quality assurance metrics, like defect densities and open defect counts • Stay up to date with new testing tools and test strategies. • Support and mentor junior team members • Review requirements, specifications, and technical design documents to provide timely and meaningful feedback. • Accountable for outlining detailed testing tasks (+ resulting estimates) during sprint planning. • Facilitate test cases reviews to stakeholders. • Engage with developers to outline how a solution design results in dependency impact. • Manage and maintain regression test suite. • Estimate, prioritize, plan and coordinate testing activities. • Identify, record, document thoroughly and track bugs. • Perform thorough regression testing when bugs are resolved. • Develop and apply testing processes for new and existing products to meet client needs. • Liaise with internal teams (e.g., developers and product managers) to identify system requirements. • Track quality assurance metrics, like defect densities and open defect counts • Stay up to date with new testing tools and test strategies. • Support and mentor junior team members • Support and is accountable for timely releases and adherence to release activities. • Collaborate outside of the product team to encourage a development community. • Encourage self-study by promoting best practices and bringing in external perspective. • Other duties as assigned. Qualifications Years of Experience: • 7-10 years of experience • 5-7 years of leadership experience . Degree: • Bachelor’s Degree in Computer Science, Computer Engineering, or equivalent experience . Certification: • QA testing related certifications (or willingness to obtain) such as Certified Test Engineer (CSTE), Certified Software Quality Analyst (CSQA), and Certified Associate in Software Testing (CAST) . Skills & Abilities: • 7+ years of experience in software development industry • 5 years of experience in managing a quality assurance team • Experience in Agile methodologies such as Scrum and Kanban • Specialization in performance and load testing, security, automation, release management, and agile training. • Hands on expertise with automation tools, frameworks, and standard methodologies • Proven experience in test planning, test design, test & automation strategy, and test execution. • Demonstrated experience leading test efforts for Software and Product development. • Understanding and ability to work on a variety of IT platforms. • Experience working in Cloud environment (such as Azure and AWS) and cloud technologies. • Experience following development and production delivery process. • Self-starter, independent worker and have a love for QA! • Hands on UI and API automation experience (JMeter, Blaze Meter, Postman, Python 3.x, Pytest, Selenium, BrowserStack, MABL) • Agile tools exposure (e.g., Atlassian products – JIRA, Confluence, GIT, X-Ray) • Continuous Integration tools knowledge (e.g., ADO, Jenkins, Bitbucket, Spinnaker) • Data validation and quality testing • Test Automation • Proficiency with tools such as Selenium, BrowserStack, Postman or other QA testing tools • Proven experience in developing and coding automation test scripts. • Proven work experience in software quality assurance and development • Strong knowledge of software QA methodologies, tools, and processes • Experience in writing clear, concise, and comprehensive test plans and test cases. • Excellent analytical and communication skills • Proven experience preparing, presenting, and maintaining required SDLC documentation and artifacts. • Experience with performance and/or security testing is a plus. • Experience with complex technical integrations (APIs, web services) and SaaS / PaaS cloud platforms preferred. • Experience with any of the following is a plus: XML, JavaScript, .NET framework, T-SQL, JQuery, JSON preferred. • Solid knowledge of SQL and scripting preferred. • Experience working in an Agile/Scrum development process preferred. • Familiarity with Jira and the software development life cycle (SDLC) preferred.

Lead and manage client services teams to improve client satisfaction, retention, and growth through operational excellence and team development. | 7-10 years of experience with 3-5 years of direct supervisory experience, Bachelor's degree in Business or related field, strong organizational and communication skills. | 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 Responsible for increasing client satisfaction, retention, and growth by efficiently delivering competitive services through a fully integrated organization staffed by knowledgeable, client-focused professionals. Maintains oversight of functions within Client Services which provides focused service from pre-sale consultation through initial post-sale client administration. Support in fostering strong, long-term partnerships with clients, consulting community and channel partners. Executes strategic and operational plan in support of business client service objectives and initiatives. Manages a team of professional employees and/or supervisors. Responsibilities • Lead and manage team effectiveness by identifying and resolving technical, operational, and personnel challenges across teams • Assesses individual and team performance on a regular basis and provide candid and timely developmental feedback; monitors training plans and ensure training needs are met • Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary • Establishes a clear vision aligned with company values; sets specific achievable objectives and action plans; motivates others to balance customer needs and business success • Responsible for the quality and effectiveness of own team and related teams, identifying and resolving technical, operational and team problems • Attracts, selects, and retains high caliber, diverse talent able to successfully achieve or exceed business goals; builds a cohesive team that works well together • Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers • Drive innovation and growth by focusing on automation and/or process improvements that can positively impact resource capacity. • Creates and maintains tools, job aids, and training materials to help employees in their efforts to resolve issues and improve their relationship with customers • Other duties as assigned Typical schedule for this position is Monday to Friday, from 8 am CT to 5 pm CT. 10%-15% travel nationwide. Requirement: Experience as a direct manager, overseeing at least four or more direct reports. Preferred Qualifications • 7-10 years of applicable experience • 3-5 years of direct supervisory experience • Bachelor's Degree in Business or related field Skills & Abilities • Excellent analytical skills with a proactive nature • Strong organization skills with a drive to meet deadlines. • An affinity for accuracy and efficiency • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong collaboration skills • A drive to learn and apply new concepts quickly. • Experience with Salesforce CRM preferred. Pay Range $88,000-$112,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Oversee product portfolio strategy, conduct market and customer research, prioritize product opportunities, lead cross-functional planning, monitor product lifecycle and performance, and drive innovation and alignment with business goals. | 7+ years in product or portfolio management, strong strategic and analytical skills, excellent communication, experience with financial modeling, Agile methodologies, leadership abilities, and ability to navigate complex organizations. | 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 Strategic Product Lead oversees all the products in their assigned portfolio and ensures alignment with Inspira’s overall strategy. This individual evangelizes a solution story to the market that explains what each product offers and the combined value proposition of the entire product suite. They ensure consistency among products and deliverables across their entire portfolio and collaborate with execution teams to prioritize development and resources accordingly. They will identify market opportunities as well as areas of improvement and work with product, design, dev, and service leadership to execute a strategy that meets overall business objectives. This role requires extremely strong communication skills both in presentation and written form. This individual will be interacting with our clients continuously and, at a high level, translating complex business, market, and compliance needs to technology teams who will be responsible for delivering solutions to market that delight our customers while also tying needs to overall product messaging, collaborating closely with the Director of Product Marketing on GTM. • Develop and maintain the overall product portfolio strategy in alignment with Inspira’s business goals. • Conduct market research, competitive analysis, and customer insights to inform portfolio decisions. • Evaluate and prioritize opportunities across products to optimize resources and ROI. • Lead portfolio planning sessions and coordinate cross-functional roadmaps. • Habitually conduct and/or participate in end user interviews, focus groups, and development of surveys to ensure solutions are meeting needs of our users • Monitor usage and engagement metrics and make data-driven decisions to optimize user experience and business outcomes • Collaborate with internal stakeholders to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities • Oversee product lifecycles, including launch, growth, maturity, and end-of-life stages. • Monitor portfolio performance metrics such as revenue, profitability, and market share. • Identify underperforming products and recommend actions to address gaps • Stay abreast of trends, technology advancements, and industry disruptions to guide portfolio innovation. • Champion initiatives to introduce new products or enhance existing ones to maintain competitive advantage. • Be the ultimate subject matter expert on assigned products for internal and external stakeholders • Attend key industry events, network with other industry experts, speak at conferences and oversee client ideation events Preferred Qualifications Education & Experience: • 7+ years of experience in product management, portfolio management, or a similar role • Bachelor’s Degree in Finance, Economics, Business, Marketing, Design, Psychology or related field; Master’s Degree preferred • Proven track record in strategic planning and managing multiple products or business units. Skills & Abilities • Deep understanding of consumer driven benefits and regulatory environment surrounding them • Strong strategic thinking and analytical skills. • Excellent communication, negotiation, and stakeholder management abilities. • Experience with financial modeling, forecasting, and ROI analysis. • Familiarity with product development methodologies, such as Agile or Lean. • Ability to navigate complex organizational structures and drive alignment • Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules • Proven leadership skills to gain credibility, garner respect, and guide the creation of self-organizing teams • Ability to handle multiple issues simultaneously and manage stressful situations • Ability to provide and accept guidance and constructive feedback • Desire for continuous improvement through learning and study • Eagerness to teach and help develop others professionally, and exhibit passion and excitement about work to inspire others Other Requirements • Ability to work occasional overtime • Prolonged periods of sitting at a desk and working on a computer • May travel up to once a month, once a quarter is more likely Pay Range $140,000-$160,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Lead and execute initiatives to simplify and optimize customer experiences by assessing processes, driving Lean Six Sigma improvements, collaborating with stakeholders, and managing multiple projects. | 5-7 years project or operations management experience, Bachelor's degree, Lean Six Sigma Green Belt preferred, strong analytical and communication skills, experience with finance/retirement/wealth management industries and technology solutions like Salesforce. | 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 Ops Enablement Manager will report to the Director, Ops Enablement. This role is responsible for partnering with internal stakeholders to design and executing on Inspira’s efforts to simplify and optimize customer experiences. The Ops Enablement Manager is responsible for leading and executing initiatives by engaging with leaders across the organization. A key purpose of this role is to assess and evaluate current state processes and procedures and support implementation of streamlined, automated, and standardized alternatives. The ideal candidate will be strategic, innovative, and creative with a solid analytic foundation. They will also be effective communicators and collaborators with an ability to influence peers and cross functional teams. • Act as a champion for and agent of change within the business, aligned to supporting project execution and toll-gating and helping them to learn, understand, adjust, and grow with the business Lean Six Sigma transformation. • Assess and improve organizational readiness with respect to technology requirements and serve as key point of contact for such initiatives. Provides collaboration between services, operations, IT for technology solutions derived from process assessments. • Assist with the definition of potential projects to support the future growth of business by identifying, quantifying and comparing potential projects, and playing an active role in the prioritization process. • Actively identify potential risks & issues relating to the delivery of projects and manage a resolution process in a timely manner. • Partner with internal stakeholders across the firm to conduct process studies, including but not limited to process mapping, metrics assessment and analytics, conducting process health assessments identifying business process opportunities to improve customer experience. • Ensure disciplined, data-driven, well-documented approaches to improving end-to-end operational performance led by voice of the customer. • Develop and deliver comprehensive project/initiatives related outputs such as presentations and reports to relevant stakeholders. • Partner with internal stakeholders across the firm to identify business process improvement opportunities and lead them through a Lean Six Sigma, DMAIC (Define, Measure, Analyze, Improve, Control) methodology to improve customer experience, process capabilities and process control. • Accountable for communication and status updates back to services and operations on identified and prioritized improvement opportunities progress and timeline with technology and business. • Lead and/or design process improvements as part of process control activities and translate them into improvement initiatives and actions. • Solicit ideas and feedback from impacted departments and represent these areas in discussions with internal/external implementation teams • Use data analysis and metrics to assess process capabilities and determine process gaps for improvement • Conduct on-going analysis and monitoring of processes to ensure that desired outcomes are produced • Ability to manage multiple projects simultaneously and prioritize tasks effectively. • Support the training, coaching and development of team members on Lean Six Sigma principles and tools. • Other duties as assigned. Typical schedule for this position is 8 a.m. CT to 5 p.m. CT. 10% to 15% travel. Preferred Qualifications Education & Experience: • 5-7 years of experience in project or operations management • Bachelor's degree • Lean Six Sigma Green Belt Certification preferred. • Familiarity with basic data analysis and quality tools Skills & Abilities • Experience with finance, retirement, wealth management, healthcare and benefits industries • Experience with various technology solutions including Salesforce, Contact Center platforms, and automation solutions. • Strong analytical skills and proficiency in data analysis tools (e.g., MS Office, including Excel and Visio) • Experience in change management, stakeholder management, and influencing people without authority. • Must be a strategic, innovative, and creative thinker with a solid analytic foundation. • Proven ability to work in ambiguity. • Strong communication, facilitation, and interpersonal skills to connect and engage with all levels of staff, management, and senior leadership. • Ability to influence stakeholders to drive transformative change. • Preferred experience in emerging technology projects (E.g. RPA, AI, ML automation etc.) • Willingness to learn, adapt, and promote new processes and methodologies. • Ability to work with minimal direction, and flexibility to adapt to shifting priorities and schedules. • Ability to handle multiple issues simultaneously and manage stressful situations. • A drive to learn and apply new concepts quickly. • Highly motivated to take ownership and drive initiatives with minimal direction. Other Requirements • Infrequent travel • Occasionally lifts up to 25 pounds • Prolonged periods of sitting at a desk and working on a computer Pay Range $91,000-$109,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Build and manage business development efforts in national and middle market accounts within health and benefits, including broker relationships, sales strategy, and pipeline management. | 7-10 years of sales and account management experience in benefits, consulting, or financial services with strong knowledge of alternative assets and consultative selling skills. | 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 Sr. Sales Executive will report to the Sr. Director, Head of Aetna Sales - Health and Benefits Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct planning sponsors in assigned territory. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in the market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory MN, IA, NE, KS, MO, OK , alternative assets, and the services we offer.• Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.• Implements strategies necessary to attain sales objectives in assigned areas. • Manage complex negotiations• Position products, rate levels, and expanded product portfolios to increase sales and maximize revenue. • Manage the integration of client's and internal organizations to meet client's installation needs and close the deal. • Identify various ways to partner with the client by drawing from entire spectrum of product line. • Gain understanding of client's multifaceted needs and recommend appropriate benefits of full product array.• Promote sales through in-person and virtual client meetings and industry conferences • Manage the entire sales process from lead through close • Generate cross-selling opportunities by maintaining strong working relationships with other lines of business• Assume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed• Other duties as assigned. #LI-remote Preferred Qualifications Years of Experience: • 7-10 years of experience in field sales, account management benefits consulting or financial services industry required . Degree: • Bachelor's Degree in Finance, Communications, Business, Marketing, or related field . Certification: N/A . Skills & Abilities: • Strong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lending • Demonstrated business to business sales experience • A proven track record of success in sales and extensive prospecting experience • Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels• Strong time management, organizational and planning skills • Ability to mobilize internal networks and resources • Ability to leverage existing relationships in the industry• Excellent analytical skills with a proactive nature• An affinity for accuracy and efficiency • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong interpersonal and collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred Compensation & Benefits OTE of $225+

Build and manage business development in national accounts and middle markets, develop broker and client relationships, manage sales pipeline, and close deals in health and benefits financial products. | 7-10 years of sales/account management experience in benefits consulting or financial services, strong knowledge of alternative assets, bachelor's degree in related field, and Salesforce CRM experience preferred. | 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 Sr. Sales Executive will report to the Sr. Director, Head of Aetna Sales - Health and Benefits Department or Sales - Consumer Directed Benefits Department. This role is responsible for building our business in the national accounts, middle markets, small group markets, distribution channel, group insurance and specialty products areas. This role will also have the responsibility of developing relationships with the broker/consultant communities and direct planning sponsors in assigned territory: Delaware, Maryland, DC and VA. Managing all business development efforts including marketing, communications, training, and competitive analysis. This role is expected to be in the market and travel to key markets will be part of the strategy. Sales and Account Management experience of 7+ years in the benefits, consulting and financial services industry required. The ideal incumbent will have a proven ability to identify and close profitable business opportunities and manage a defined territory. Additionally, the Sr. Sales Executive will be responsible for developing an extensive network of contacts and relationships within the investor community to identify new leads and manage pipelines while researching and creating an in depth understanding of their assigned territory, alternative assets, and the services we offer.• Cultivate strong, productive, and influential relationships with brokers/consultants, customers, and peers focusing on the larger or more complex accounts/prospects.• Implements strategies necessary to attain sales objectives in assigned areas. • Manage complex negotiations• Position products, rate levels, and expanded product portfolios to increase sales and maximize revenue. • Manage the integration of client's and internal organizations to meet client's installation needs and close the deal. • Identify various ways to partner with the client by drawing from entire spectrum of product line. • Gain understanding of client's multifaceted needs and recommend appropriate benefits of full product array.• Promote sales through in-person and virtual client meetings and industry conferences • Manage the entire sales process from lead through close • Generate cross-selling opportunities by maintaining strong working relationships with other lines of business• Assume responsibility for updating Salesforce, including pipeline management, for respective relationships after the initial sales contact has been completed• Other duties as assigned. Preferred Qualifications Years of Experience: • 7-10 years of experience in field sales, account management benefits consulting or financial services industry required . Degree: • Bachelor's Degree in Finance, Communications, Business, Marketing, or related field . Certification: N/A . Skills & Abilities: • Strong financial industry experience with an understanding of alternative assets, including but not limited to hedge funds, fund of funds, private equity and debt and marketplace lending • Demonstrated business to business sales experience • A proven track record of success in sales and extensive prospecting experience • Strong consultative selling skills with the ability to provide solutions, negotiate and build relationships with clients at all levels• Strong time management, organizational and planning skills • Ability to mobilize internal networks and resources • Ability to leverage existing relationships in the industry• Excellent analytical skills with a proactive nature• An affinity for accuracy and efficiency • Strong verbal and written communication skills • An aptitude for prioritization and multi-tasking • Strong interpersonal and collaboration skills • A drive to learn and apply new concepts quickly • Experience with Salesforce CRM preferred Compensation & Benefits OTE of $225+

Lead and oversee a portfolio of savings products, develop strategic roadmaps, conduct market research and customer insights, collaborate cross-functionally, and drive product lifecycle management. | 15+ years of product or portfolio management experience, deep knowledge of consumer-driven benefits and regulatory environment, strong leadership and communication skills, and ability to manage complex organizational structures. | 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 Senior Strategic Product Lead oversees all the products in their assigned portfolio and ensures alignment with Inspira’s overall strategy. This individual is the expert for their product set within the organization and evangelizes a solution story to the market that explains what each product offers and the combined value proposition of the entire product suite. They ensure consistency among products and deliverables across their entire portfolio and collaborate with execution teams to prioritize development and resources accordingly. They will identify market opportunities as well as areas of improvement and work with product, design, dev, and service leadership to execute a strategy that meets overall business objectives. This role requires extremely strong communication skills both in presentation and written form. This individual will be interacting with our clients continuously and, at a high level, translating complex business, market, and compliance needs to technology teams who will be responsible for delivering solutions to market that delight our customers while also tying needs to overall product messaging, collaborating closely with the Director of Product Marketing on GTM. The portfolio that this individual will be leading is the Savings products in Health & Benefits, which requires a deep understanding of HSA (Health Savings Account), ESF (Emergency Savings Fund) and Retiree Health (VEBA, 115 Trust) solutions. This role will be focusing on compliance, user experience, and market growth. The ideal candidate will have deep knowledge of consumer-driven benefits administration, combined with a passion for creating user-centered products that meet evolving regulatory and market demands. As a senior leader in the organization, this individual will develop strategic roadmaps, including business, production and/or organizational priorities and they will contribute to the development of functional or departmental strategies within the product management discipline. The Senior Strategic Product Lead will report to the Senior Director, Product Strategy. • Develop and maintain the overall product portfolio strategy in alignment with Inspira’s business goals. • Conduct market research, competitive analysis, and customer insights to inform portfolio decisions. • Evaluate and prioritize opportunities across products to optimize resources and ROI. • Lead portfolio planning sessions and coordinate cross-functional roadmaps. • Habitually conduct and/or participate in end user interviews, focus groups, and development of surveys to ensure solutions are meeting needs of our users • Monitor usage and engagement metrics and make data-driven decisions to optimize user experience and business outcomes • Collaborate with internal stakeholders to elicit, analyze and understand needs, constraints, risks and alignment with organizational strategy and priorities • Oversee product lifecycles, including launch, growth, maturity, and end-of-life stages. • Monitor portfolio performance metrics such as revenue, profitability, and market share. • Identify underperforming products and recommend actions to address gaps • Stay abreast of trends, technology advancements, and industry disruptions to guide portfolio innovation. • Champion initiatives to introduce new products or enhance existing ones to maintain competitive advantage. • Be the ultimate subject matter expert on assigned products for internal and external stakeholders • Attend key industry events, network with other industry experts, speak at conferences and oversee client ideation events • Coaches, mentors and inspires team to reach their personal and organizational goals • Solves complex problems; takes a broad perspective to identify solutions Preferred Qualifications Education & Experience: • 15+ years of experience in product management, portfolio management, or a similar role • Bachelor’s Degree in Finance, Economics, Business, Marketing, Design, Psychology or related field; Master’s Degree preferred • Proven track record in strategic planning and managing multiple products or business units. Skills & Abilities • Deep understanding of consumer driven benefits and regulatory environment surrounding them • Works independently, with guidance in only the most complex situations • Looks beyond existing methodologies and own discipline to define and resolve complex problems • Excellent communication, negotiation, and stakeholder management abilities. • Experience with financial modeling, forecasting, and ROI analysis. • Familiarity with product development methodologies, such as Agile or Lean. • Ability to navigate complex organizational structures and drive alignment • Proven leadership skills to gain credibility, garner respect, and guide the creation of self-organizing teams • Ability to handle multiple issues simultaneously and manage stressful situations • Ability to provide and accept guidance and constructive feedback • Desire for continuous improvement through learning and study • Eagerness to teach and help develop others professionally, and exhibit passion and excitement about work to inspire others Other Requirements • Ability to work occasional overtime • Prolonged periods of sitting at a desk and working on a computer • May travel up to once a month, once a quarter is more likely Pay Range $155,000-$180,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.