Inspira Financial's innovative financial wellness solutions help people plan, save, and invest.
The Role
Lead design and execution of initiatives to simplify client experiences, enable account teams, implement CRM and enablement tools, deliver training, drive process improvements, support integrations, and measure project outcomes while collaborating across sales, operations, marketing, and customer success.
Summary Generated by Built In
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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
This role is responsible for overseeing the planning and implementation of an entire project through budgeting, hiring team members, collaboration to support sourcing suppliers and planning the project release. Their duties include setting deadlines, providing feedback, and communicating with clients about the status of their project.• Develop project plans that identify resource and budgetary needs • Host project meetings at least once a week with team and managers • Provide feedback, advice, project updates and encouragement to team members • Manage deadlines and engage the team to ensure timeliness • Coordinate with vendors and suppliers as needed • Other duties as assigned.
Preferred Qualifications
Years of Experience: • 5-7 years of experience . Degree: • Bachelor's Degree in Project Management . 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
Compensation & Benefits
$87,000-$103,000 per year
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
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
This role is responsible for overseeing the planning and implementation of an entire project through budgeting, hiring team members, collaboration to support sourcing suppliers and planning the project release. Their duties include setting deadlines, providing feedback, and communicating with clients about the status of their project.• Develop project plans that identify resource and budgetary needs • Host project meetings at least once a week with team and managers • Provide feedback, advice, project updates and encouragement to team members • Manage deadlines and engage the team to ensure timeliness • Coordinate with vendors and suppliers as needed • Other duties as assigned.
Preferred Qualifications
Years of Experience: • 5-7 years of experience . Degree: • Bachelor's Degree in Project Management . 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
Compensation & Benefits
$87,000-$103,000 per year
Skills Required
- Minimum of 5 years in project management, client management, or a related field with experience managing cross-functional teams and programs.
- Bachelor's degree or equivalent.
- Experience with finance, retirement, wealth management, healthcare, and benefits industries.
- Experience with Salesforce.
- Experience with Tableau.
- Experience with SharePoint.
- Proficiency in Microsoft Office, including Excel and Visio, and strong analytical/data skills.
- Experience in change management, stakeholder management, and influencing without authority.
- Ability to manage multiple projects simultaneously and prioritize tasks effectively.
- Experience supporting CRM implementations and enablement tool optimization.
What the Team is Saying
Hugh
Managing Director, Chief Information Security Officer
Rachel Nielsen
Assistant Controller
Albert
IT Operations Manager
Rebecca Karnoscak
Director, HR Projects
Lauren Schulz
Business Development Lead
Oliver Siafa
IT Operations Admin I
Inspira Financial Compensation & Benefits Highlights
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Retirement Support — A 401(k) with company match and a defined vesting schedule is emphasized, alongside tax‑advantaged options like HSAs/FSAs. These elements support long‑term savings and retirement readiness.
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Leave & Time Off Breadth — Substantial PTO, 10 paid holidays, and volunteer time off are provided. Paid parental leave is included within the time‑off portfolio.
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Wellbeing & Lifestyle Benefits — Offerings include a meditation/well‑being app, pet insurance, student‑loan contributions, and commuter or lifestyle accounts. This mix broadens benefits utility beyond core insurance.
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The Company
What We Do
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.
Why Work With Us
Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers, institutions, advisors, and individuals.
Gallery
Inspira Financial Offices
Remote Workspace
Employees work remotely.
Typical time on-site:
None
