Strategic Accounts Director (Retirement & Wealth)

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
The Strategic Accounts Director will report to the Sr. Director, Head of Strategic Accounts in the Sales- Retirement Services department. The Strategic Accounts Director will act as a Top Senior Leader responsible for retaining and growing Inspira's Enterprise business. By working cross-functionally and being a subject matter expert, this position will accelerate the growth of the business. Additionally, this role will help drive the strategy of the sales efforts of both Retirement Services and Consumer Directed Benefits while modeling Inspira's core values.• Responsible for retaining and growing Inspira's Enterprise business • Lead the closing process for selected new Enterprise client relationships• Work to cross sell Inspira products and services to identified Enterprise Accounts• Provide leadership to business partners to support growth in the Retirement Services and the Consumer Directed businesses aligned to the Company's strategic objectives• Act as an expert and advisor to the team to accelerate growth across all clients and channels• Partner with Sales, Relationship Managers (RMs), Product Management, and other departments to grow existing relationships, win new business, and evaluate and develop new initiatives• Work with RMs to establish and achieve goals while expand existing relationships with new opportunities and solutions• Partner with Company leaders on strategy, market trends and opportunities• Collaborate with Marketing, Technology, Legal, HR, Finance, Operations and Client Service on various projects to help improve the client experience • Support RMs and Sales staff by attending regular meetings with key client relationships to provide strategic leadership and subject matter expertise in managing business relationships• Analyze past performance data and recommend changes or improvements for better client interaction and growth in profitability• Model the Company's Values and Behaviors to increase team engagement• Other tasks and duties as assigned
Preferred Qualifications
Years of Experience: • 10+ years of experience in Financial Services with a working knowledge of retirement accounts. • Previous direct experience as a Strategic Account Manager/Key Accounts Leader• Experience in Consumer Directed Benefits and account management a plus . Degree: • Bachelor's Degree in Business, Communications, Finance, or related field . Certification: N/A . Skills & Abilities: • Excellent verbal and written communication skills • Ability to identify, generate, and drive development of new business• Strong follow-through and follow-up skills• Proven success in long, complex sales cycles • Ability to think strategically and create long-term plans
Compensation & Benefits
$133,000-$150,000 per year plus incentives