Sr. Director, Strategic Planner (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 Head of Strategic Planning will report to the Managing Director, Strategy & Products. This role is responsible for supporting and enabling long-term strategic planning at the organizational and business levels. The head of Strategic Planning will partner with leaders across the organization to identify, evaluate, articulate, and gain alignment around long-term strategy. They will create the right structures, governance, forums, and include the right leaders that support strategic plan development, long-term vision alignment, investment committee approvals, and overall business decisioning. They will work closely with Product Portfolio leaders, general managers, functional leaders, and gather and support market and competitive analysis, opportunities and options, recommendations and critical execution milestones, and other components of the strategic plan.

• Assesses the market and competitive environment; shares point of view and recommendations with executive leadership
• Collaborates with executive leadership to formulate long-term strategies and the short-term actions required to achieve the long-term vision
• Conducts research to understand customer, societal, and regulatory trends
• Translating high-level strategies into actionable plans for teams across the organization
• Supports organic and inorganic growth initiatives, develops business plans, and conducts analysis to recommend optimal paths forward
• Coordinates with stakeholders across the enterprise to develop and ensure execution of critical tasks for strategic initiatives
• Works with executive committee to plan and communicate around various milestones such as board meetings, investor days, and industry events
• Strong project management skills including developing work plans
• Other duties as assigned

Preferred Qualifications
Education & Experience:

• Bachelor's Degree in Business Administration, Finance, Economics, Engineering, or Liberal Arts
• 7-10 years of applicable experience in in Strategy, management consulting, business planning, strategic project management, product management, or other related fields

Skills & Abilities:

• Ability to solve routine problems of moderate complexity following established policies and procedures
• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred

Other Requirements:

• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$190,000-$215,000 per year