Inspira Financial Trust, LLC in
Director, R&W Operations (Remote)
Inspira Financial Trust, LLC in, Oak Brook, Illinois, United States, 60523
Director, R&W Operations (Remote) (Finance)
Director of Retirement & Wealth Operations reports to senior leader for SDIRA/Asset operations and is part of Retirement & Wealth division within Inspira Financial. They oversee day‑to‑day product support teams responsible for multiple functions in support of key Wealth product offerings including Private Equity Assets, Fund Custody, Private Debt, 1031 Exchanges, Traditional Assets, and Real Estate holdings. Product support teams manage end‑to‑end client and customer support for their product offerings, service client calls and e‑mail, compliance and regulatory oversight, transactions and account management, purchases and liquidations, cash management, reconciliation, and reporting.
Director of Retirement & Wealth Operations is responsible for directing and overseeing these critical functions, managing, supporting, and developing managers and team members, coordinating and streamlining workflows and processes, leading process improvement and automation projects, and contributing to business development opportunities and strategy.
Responsibilities
Direct and oversee day‑to‑day operations across multiple product offerings
Review and approve high‑dollar transactions, exceptions, correspondence, and other work generated by the team
Develop, lead, and effectively coordinate the performance of multiple teams to ensure compliant, timely, and accurate service delivery to end clients
Establish and enforce effective policies and procedures to ensure proper internal controls and to maximize accuracy and efficiency
Address and resolve significant operational issues and develop and communicate solutions to complex problems
Responsible for developing and executing service and operational strategy supporting Inspira's growth objectives
Establish and manage the performance of multiple teams using key volume, performance, and efficiency metrics to identify trends and communicate results
Identify and act on opportunities for continuous improvement to maximize efficiency and optimize resources; direct others to implement appropriate changes
Lead all internal and external audit activities
Foster an environment that promotes high performance and cooperation
Effectively communicate with Senior Leadership regarding departmental activities and issues
Other duties as assigned
Leadership Responsibilities
Ensure teams have sufficient staff with the appropriate skills to meet and maintain Service and Operations KPIs
Closely monitor teams across multiple functions to ensure client satisfaction is best in class and take ownership for quickly addressing gaps and impediments preventing service delivery excellence
Provide teams with appropriate feedback and a compelling vision of our work and how it aligns with Inspira's strategic vision
Select, develop and hold people leaders accountable for goals and performance
Collaborate across other Retirement & Wealth functions to align goals and activities
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Director of Retirement & Wealth Operations is responsible for directing and overseeing these critical functions, managing, supporting, and developing managers and team members, coordinating and streamlining workflows and processes, leading process improvement and automation projects, and contributing to business development opportunities and strategy.
Responsibilities
Direct and oversee day‑to‑day operations across multiple product offerings
Review and approve high‑dollar transactions, exceptions, correspondence, and other work generated by the team
Develop, lead, and effectively coordinate the performance of multiple teams to ensure compliant, timely, and accurate service delivery to end clients
Establish and enforce effective policies and procedures to ensure proper internal controls and to maximize accuracy and efficiency
Address and resolve significant operational issues and develop and communicate solutions to complex problems
Responsible for developing and executing service and operational strategy supporting Inspira's growth objectives
Establish and manage the performance of multiple teams using key volume, performance, and efficiency metrics to identify trends and communicate results
Identify and act on opportunities for continuous improvement to maximize efficiency and optimize resources; direct others to implement appropriate changes
Lead all internal and external audit activities
Foster an environment that promotes high performance and cooperation
Effectively communicate with Senior Leadership regarding departmental activities and issues
Other duties as assigned
Leadership Responsibilities
Ensure teams have sufficient staff with the appropriate skills to meet and maintain Service and Operations KPIs
Closely monitor teams across multiple functions to ensure client satisfaction is best in class and take ownership for quickly addressing gaps and impediments preventing service delivery excellence
Provide teams with appropriate feedback and a compelling vision of our work and how it aligns with Inspira's strategic vision
Select, develop and hold people leaders accountable for goals and performance
Collaborate across other Retirement & Wealth functions to align goals and activities
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