Director, Product Portfolio Lead (HSA) Remote

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.
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
The Director, Product Portfolio Lead will report to the Senior Director, Product Portfolio Leader in the Strategy Department. This role is responsible for developing a vision and strategy, overseeing the planning, and measures the performance for a product or series of products in the Inspira Financial portfolio. This role additionally ensures alignment with business objectives, drives profitability, and manages the lifecycle of products to maximize value.

• Define and maintain a comprehensive product vision and strategy aligned with the company's business goals
• Analyze market trends, customer needs, and competitive dynamics to identify opportunities for innovation and growth
• Track and report on portfolio-level performance metrics, such as revenue, profitability, and market share and communicate key portfolio decisions and updates to stakeholders across the organization
• Conduct portfolio reviews to assess alignment with financial and strategic goals & identify and pursue opportunities to enhance the value of the portfolio
• Partner with product managers, marketing, sales, and other groups to align individual product strategies with the overall portfolio strategy
• Facilitate cross-functional decision-making on resource allocation and trade-offs
• Ensure go-to-market strategies support portfolio objectives and customer needs
• Identify and mitigate risks across the product portfolio, including market, operational, and competitive threats
• Other duties as assigned.

#LI-remote
Preferred Qualifications
Education & Experience:

• 15+ years of experience in in healthcare industry or top tier or boutique consulting industry
• Bachelor's Degree in Economics, Business, or Healthcare preferred
• For HSA portfolio.
  • Experience with HSA, Retirement Recordkeeping, Asset Management or healthcare benefits preferred.

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:

• 25% travel to senior leadership meetings, conferences, etc.

Compensation & Benefits
$155,000 - $180,000k per year