Strategic Product Portfolio Manager

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
This role supports the development of product vision and strategy, assists in the planning process, and measures the performance of a product or series of products within the Inspira Financial portfolio. The role also contributes to ensuring alignment with business objectives, supports efforts to drive profitability, and helps manage the product lifecycle to maximize value.

• Contribute to the development and execution of a product vision and strategy that aligns with the company's business goals
• Analyze market trends, customer needs, and competitive dynamics to support the identification of opportunities for innovation and growth
• Track and report on key performance metrics for the product portfolio, such as revenue and market share, and support communication of portfolio updates to stakeholders
• Assist in conducting portfolio reviews to assess alignment with financial and strategic goals and identify opportunities to enhance the portfolio's value
• Collaborate with business leadership, product managers, marketing, sales, and other teams to ensure alignment between individual product strategies and the broader portfolio strategy
• Support cross-functional decision-making processes regarding resource allocation and trade-offs
• Contribute to the development of go-to-market strategies that align with portfolio objectives and customer needs
• Assist in identifying and mitigating risks across the product portfolio, including market, operational, and competitive threats
• Perform other duties as assigned

Preferred Qualifications
Education & Experience:

• 5+ years of experience in healthcare or financial services industry, top-tier/boutique financial services, healthcare, or strategy consulting, product strategy/management, financial services-related finance, or healthcare-related finance
• Bachelors' degree in economics, finance, business, engineering, or healthcare-related field preferred
• Experience with retirement recordkeeping, asset management, retirement accounts/benefits, self-directed IRAs, HSA, CDB, or healthcare benefits preferred, but not required

Skills & Abilities:

• Assess complex markets and competitive environments
• Analysis and model/forecast revenue and profitability
• Conduct build/buy/borrow analysis and offer data-driven recommendations
• Strong communication skills to articulate recommendations and influence change management

Other Requirements:

• 10% travel to senior leadership meetings, conferences, etc.

Compensation & Benefits
$125,000-$150,000 per year