Inspira Financial Trust, LLC

This role is responsible for managing client relationships and working closely with record keepers, plan sponsors, third party administrators and other channel partners as assigned. The RM will also work closely with the grandfathered accounts, when applicable, and the Sales Managers within their assigned territories to on-board new clients while maintaining and identifying areas of opportunity to retain and grow client relationships. This role is also responsible for managing our existing institutional relationships, creating strategic plans to expand relationships, completing special projects, creating client communications, coordinating the on-boarding of new large relationships, and working closely with Client Service, Operations, Legal and Technology. The ideal incumbent will have extensive experience in the financial services industry with a strong working knowledge of investment advisors, sponsors, and alternative assets. The ideal incumbent will: • Serve as a positive...

The Sr. Business Analyst will report to the Sr. Product Manager in the Product Management department. This role is responsible for owning complex domain and rule clarity across multiple workflows or products by identifying business needs, analyzing data, and developing data-driven solutions. This individual will collaborate closely with other product, operations, legal, compliance, and technology teams to evaluate current processes, uncover areas for improvement, and design scalable, operationally sound solutions that optimize business performance and reduce risk. Key duties include elevating the quality and consistency of requirements, documentation, and operational readiness while mentoring team members and driving adoption of best practices. This role provides expertise across the full product lifecycle including discovery, design, validation, testing, and implementation, with a strong focus on rule coherence, operational impact, and compliance alignment. Key...

The Sr. UX Content Designer will report to the Sr. Manager, Digital Design Health & Benefits in the Health & Benefits Product Design organization. This role is responsible for improving how users understand and interact with complex workflows through effective research, content and collaboration. This role will play a key role in shaping clear, user-centered experiences across digital products. In addition to content design, this role will support and help drive user research efforts to better understand user needs, validate product decisions, and identify opportunities for improvement. This individual will work closely with Product Designers, Product Managers, and Engineers to ensure experiences are intuitive, accessible, and aligned with user expectations. Duties & Responsibilities: User Research & Insights Support and help lead user research activities, including usability testing, interviews, and surveys Develop test plans, scripts, and research...

The Treasury Operations Team Lead will report to the Director of Accounting and Finance within the Accruit Finance Department and serve as a functional leader over daily treasury operations, client fund movement, bank account reconciliation, and payment controls. This role is responsible for overseeing high-volume, high-dollar disbursement activity, strengthening fraud prevention and operational risk controls, ensuring accurate and timely reconciliation of client funds, and driving scalable process improvements across Finance, Treasury, Operations, and banking partner workflows. The Team Lead will provide day-to-day direction, escalation support, training, and performance feedback to the Treasury team while serving as a subject matter expert for complex 1031 exchange funding, Qualified Escrow Agreement, and disbursement scenarios. Duties & Responsibilities: Provide day-to-day leadership, coaching, training, and functional oversight of Treasury operations, including...

The Claims Specialist will report to the Claims Supervisor in the CDB Operations Department. This role is responsible for driving compassion, confidence and trust while delivering one superior quality experience at a time. This role requires attention to detail to ensure we are processing the claim accurately to ensure a great member experience based on the claim form they've submitted for reimbursement. • Provide excellent customer service to every member. • Adapt quickly in a fast-paced and time sensitive environment. • Processes accurate claim data to ensure members receive correct reimbursements. • Goal orientated, sense of urgency to complete tasks. • Ability to organize and prioritize work to meet deadlines. • Utilizes available tools and resources to make informed decisions while processing claims. • Other duties as assigned.

The Compliance Analyst will report to the Financial Crimes Manager in the Compliance and Risk Management Department. This role is responsible for performing a variety of duties to assist Inspira Financial Trust with compliance of internal policies and procedures as well as applicable agreements, contracts, laws, and regulations. Specifically, the Compliance Analyst will assist the Financial Crimes Manager in implementing the company's Bank Secrecy Act (BSA) and anti-money laundering (AML) program. This position will complete actions assigned to assist the company in compliance with the BSA, Office of Foreign Assets Control (OFAC), USA PATRIOT Act, and other AML laws and regulations. Primarily, program responsibilities will include training, communications, and implementations of processes to monitor transactions, identify and report suspicious activity, and prevent money laundering or other illegitimate financial transactions. Duties & Responsibilities: General Compliance...

The Compliance Investigator will report to the Fraud Investigations Manager in the Compliance and Risk Management Department. This role is responsible for performing a variety of duties to assist Inspira Financial Trust in investigating, resolving, and preventing fraudulent activity. Specifically, the Compliance Investigator will investigate reports of potential fraudulent transactions and other suspicious activity, update and maintain investigation logs, prepare and report incident summaries to applicable stakeholders, and respond to various incident-related questions. The Compliance Investigator will also act as a strategic partner to various departments across the business and provide guidance regarding product design, gaps that may represent potential fraud risk, and recommendations for anti-fraud security tools and process workflows. Assist in the intake, triage, assignment, and tracking of potential incidents and suspicious activity reported to the Fraud Management Team....

The Assistant General Counsel will report to the Associate General Counsel in the Legal Department. The position will provide legal advice and guidance on a wide variety of commercial, contractual, and regulatory legal matters, with a focus on technology transactions and consumer-directed benefit solutions. The ideal incumbent will provide legal advice on a wide variety of specialized areas of law, including but not limited to: ERISA, IRS and DOL regulations, federal healthcare laws, privacy and intellectual property. Structure, draft and negotiate contracts for commercial technology transactions, including (i) SaaS agreements, (ii) API, licensing and subscription agreements, (iii) business development, co-development/co-marketing, and other strategic alliance arrangements, (iv) content, data, software procurement (via inbound licenses or purchases) and other types of inbound licensing and purchase agreements with third party providers, (v) data protection agreements, and (vi)...