Manage and grow institutional and retirement client relationships, coordinate onboarding with internal teams, identify upsell opportunities, represent Inspira at conferences and meetings, maintain client communications and reporting, and drive strategic plans with Sales Managers and partners to retain and expand business.

The Sales Executive drives revenue by selling custodial solutions to businesses, targeting primarily Broker-Dealers, RIA firms, and Fund Managers, while executing strategies to meet sales goals.

The Sales Executive is responsible for building business in middle markets, managing relationships, and overseeing all business development efforts in assigned territories.