Job Description
Full job description
The Sr. Manager, H&B Support will report to the Director, or Sr. Director in the H&B Support Department. This role is responsible for ensuring an elevated level of service to individual and automatic rollover account holders who are saving and investing for retirement and improving the overall retention of accountholders. The incumbent will have demonstrated experience leading a team(s) of H&B Support Managers, promoting exceptional service delivery and client success, as well as extensive knowledge about Inspira Financial, investing and asset types including traditional, Roth and alternative assets.
The role’s primary responsibility is to manage a team of H&B Support Managers to provide the highest level of service and encourage their teams to work with investors to remain accountholders of Inspira Financial. The incumbent will be expected to promote Inspira Financial services, as well as promote teamwork and a positive working environment. The Senior Manager will typically manage 1-3 H&B Support Managers.
Duties & Responsibilities:
Oversee the operations and performance of the H&B/R&W Support teams, encouraging accountholder retention and investment at Inspira Financial
Define strategy and service level agreements (SLAs) to align with overall Company and department initiatives and ensure all KPI’s are met.
Guide, coach, and develop the leadership teams to reach performance and retention goals;
Lead team structure design, compensation, headcount planning, recruiting, and promotion process.
Optimize, develop, and implement strategies to deliver the highest level of service.
Measure and continuously improve customer retention.
Monitor and analyze data to meet service level and retention goals.
Manage escalated service issues and implement new processes to avoid future occurrences.
Work cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service.
Other responsibilities as assigned.
Management Responsibilities:
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new leaders.
Provide constructive and timely feedback to leaders, including conducting mid-year and annual performance reviews.
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise.
Requirements:
Education & Experience:
7-10 years of experience in financial services preferred with at least 3 years of experience in leadership
Bachelor's Degree and/or 5-7 years Financial Services or Client Servicing experience.
Skills & Abilities:
Client-driven to deliver exceptional service
Ability to promote products and services with a goal of retaining customers.
Strong leadership skills with the ability to motivate and inspire a team to achieve retention goals.
Excellent communication and interpersonal skills with the ability to drive change.
Ability to solve complex issues, both independently and in a collaborative team environment.
Excellent analytical skills with a proactive nature.
Strong organization/collaborative skills with a drive to meet deadlines.
An aptitude for prioritization and multi-tasking.
A drive to learn and apply new concepts quickly.
Possess an elevated level of knowledge of investing and various asset types.
Possess an elevated level of knowledge regarding IRAs and applicable IRS code.
Action oriented - should be motivated by challenging opportunities and thrive in fast paced environment.
Elevated level of composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner.
Operate efficiently with a high degree of accuracy.
Consistent, sound decision making capabilities.
Elevated level of ethics and values - must act in accordance with Inspira mission, vision, and values.
Ability to solve complex issues, both independently and in a collaborative team environment.
Experience with Salesforce CRM a plus
Other Requirements:
Infrequent travel 10%
Prolonged periods of sitting at a desk and working on a computer
Req 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.
Compensation: $84,000-$96,000 per year
Additional Details :
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.
The Sr. Manager, H&B Support will report to the Director, or Sr. Director in the H&B Support Department. This role is responsible for ensuring an elevated level of service to individual and automatic rollover account holders who are saving and investing for retirement and improving the overall retention of accountholders. The incumbent will have demonstrated experience leading a team(s) of H&B Support Managers, promoting exceptional service delivery and client success, as well as extensive knowledge about Inspira Financial, investing and asset types including traditional, Roth and alternative assets.
The role’s primary responsibility is to manage a team of H&B Support Managers to provide the highest level of service and encourage their teams to work with investors to remain accountholders of Inspira Financial. The incumbent will be expected to promote Inspira Financial services, as well as promote teamwork and a positive working environment. The Senior Manager will typically manage 1-3 H&B Support Managers.
Duties & Responsibilities:
Oversee the operations and performance of the H&B/R&W Support teams, encouraging accountholder retention and investment at Inspira Financial
Define strategy and service level agreements (SLAs) to align with overall Company and department initiatives and ensure all KPI’s are met.
Guide, coach, and develop the leadership teams to reach performance and retention goals;
Lead team structure design, compensation, headcount planning, recruiting, and promotion process.
Optimize, develop, and implement strategies to deliver the highest level of service.
Measure and continuously improve customer retention.
Monitor and analyze data to meet service level and retention goals.
Manage escalated service issues and implement new processes to avoid future occurrences.
Work cross-functionally with various individuals at all levels of the business, both internally and externally, to maximize service.
Other responsibilities as assigned.
Management Responsibilities:
Responsible for collaborating with the Talent and Acquisition team to recruit and hire new leaders.
Provide constructive and timely feedback to leaders, including conducting mid-year and annual performance reviews.
Track and monitor to ensure all Compliance Training courses are completed timely
Collaborate with HR on any performance related issues related to performance improvement plans. Ensure documentation is detailed, clear, and concise.
Requirements:
Education & Experience:
7-10 years of experience in financial services preferred with at least 3 years of experience in leadership
Bachelor's Degree and/or 5-7 years Financial Services or Client Servicing experience.
Skills & Abilities:
Client-driven to deliver exceptional service
Ability to promote products and services with a goal of retaining customers.
Strong leadership skills with the ability to motivate and inspire a team to achieve retention goals.
Excellent communication and interpersonal skills with the ability to drive change.
Ability to solve complex issues, both independently and in a collaborative team environment.
Excellent analytical skills with a proactive nature.
Strong organization/collaborative skills with a drive to meet deadlines.
An aptitude for prioritization and multi-tasking.
A drive to learn and apply new concepts quickly.
Possess an elevated level of knowledge of investing and various asset types.
Possess an elevated level of knowledge regarding IRAs and applicable IRS code.
Action oriented - should be motivated by challenging opportunities and thrive in fast paced environment.
Elevated level of composure - must be cool under pressure and in challenging situations and respond in a patient and professional manner.
Operate efficiently with a high degree of accuracy.
Consistent, sound decision making capabilities.
Elevated level of ethics and values - must act in accordance with Inspira mission, vision, and values.
Ability to solve complex issues, both independently and in a collaborative team environment.
Experience with Salesforce CRM a plus
Other Requirements:
Infrequent travel 10%
Prolonged periods of sitting at a desk and working on a computer
Req 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.
Compensation: $84,000-$96,000 per year
Additional Details :
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.
💡 Quick Summary
Seeking a career-building opportunity? The Sr. Manager, H&B Support (Remote) position is now open for candidates interested in the Remote Jobs sector. This role in Oak Brook offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.