1031 Treasury Operations Team Lead (Remote)

• Provide day-to-day leadership coaching training and functional oversight of Treasury operations including assigning work monitoring quality resolving escalations reinforcing accountability and ensuring consistent adherence to policies procedures controls and service-level expectations.
• Own daily workflow management for the Treasury team including leading huddles and team meetings establishing priorities balancing workloads preparing coverage plans identifying operational bottlenecks and escalating risks or staffing constraints to department leadership.
• Serve as a first-line control owner for wire fraud prevention including monitoring fraud trends evaluating control gaps implementing preventative controls delivering team training and reinforcing compliance with call-back beneficiary validation and disbursement authorization protocols.
• Review approve and provide quality control over wire disbursements check requests client fee pulls and related payment activity initiated by Wire Specialists with responsibility for accuracy authorization documentation and timely release of funds.
• Manage a high-volume wire environment with daily volume that can reach 50+ wires per day and is expected to increase as transaction activity and sales leads continue to grow.
• Oversee high-dollar client fund transfers including transactions that may reach up to $50 million requiring heightened judgment precision documentation and risk awareness.
• Perform detailed beneficiary authority and entity validation which may include reviewing organizational documents legal agreements taxpayer/exchanger documentation Qualified Escrow Agreement requirements and other support needed to confirm funds are released appropriately.
• Exercise judgment to pause escalate or decline disbursement activity when documentation authority fraud indicators or banking information does not satisfy control standards.
• Coordinate with bank partners and internal stakeholders to resolve banking platform issues payment exceptions returned wires account setup concerns and urgent funding needs.
• Provide hands-on escalation support and backup coverage for Wire Specialists as needed based on volume complexity deadlines and team capacity including:

• Lead or co-lead recurring 1:1 discussions with Treasury team members to review workload quality performance themes development opportunities risks process issues and team feedback and communicate relevant themes and recommendations to department leadership.
• No direct reports at this time; however the role is expected to operate with functional leadership authority and may gain formal people-management responsibilities over time as the team structure evolves.
• Act as the primary escalation resource for complex high-risk or time-sensitive treasury situations including unusual disbursement requests beneficiary discrepancies fraud concerns bank issues reconciliation variances and client-impacting matters.
• Take ownership of daily departmental workflow related to incoming and outgoing wires including prioritization quality review approvals issue resolution coverage planning and timely communication of risks to leadership.
• Provide input into hiring onboarding training plans performance discussions role readiness and succession planning for Treasury team members as requested by department leadership.

• 6+ years of progressive experience in Treasury Finance Banking Accounting payment operations or a similar regulated/high-control environment including 2+ years providing team leadership workflow oversight training or quality review.
• 2+ years of project management process improvement control enhancement system implementation or operational scalability experience.
• Demonstrated experience with high-volume and/or high-dollar funds movement wire approvals confirmation of wiring instructions bank platform controls reconciliation processes and fraud prevention procedures.
• Real estate escrow trust-accounting Qualified Intermediary 1031 exchange or regulated client-funds experience strongly preferred.
• Experience leading work in a high-volume deadline-driven operations environment with strong internal controls segregation of duties and audit-ready documentation preferred.
• Experience partnering with Operations Compliance Technology Accounting and external banking partners to resolve issues and improve processes preferred.

• Behaviors & Traits:
  • Company Values: Creative Collaborative Competitive Curious; able to model these values while holding self and others accountable in a high-risk client funds environment.
  • Highly ethical with sound judgment and the ability to protect client funds confidential information and company reputation.
  • Comfortable navigating ambiguity but resourceful and accountable for researching escalating and resolving issues through completion.
  • Open to receiving providing and acting on feedback; able to coach others while maintaining professionalism and trust.
  • Analytical and control-oriented with the ability to evaluate root causes identify risk patterns and recommend practical solutions.
  • Evaluative decisive and able to balance urgency client experience compliance and operational risk.
  • Highly organized with the ability to manage deadlines competing priorities documentation and recurring operational controls.
  • Exceptionally detail-oriented especially when reviewing high-dollar disbursements beneficiary information legal documents and reconciliations.
  • Confident communicating decisions escalations and control requirements to team members peers leadership clients and banking partners.
  • Flexible and adaptable in a fast-paced deadline-driven environment with fluctuating volume and time-sensitive client needs.
  • Highly self-motivated and directed with the ability to anticipate needs identify gaps and drive work forward with limited supervision.
• Skills & Abilities:
  • Able to record analyze reconcile and interpret treasury banking wire and operational data to identify trends issues risks and improvement opportunities.
  • Strong time-management workflow management and prioritization skills with the ability to organize team priorities manage competing deadlines and maintain accuracy under pressure.
  • Proficiency with banking platforms Microsoft Office and excellent Microsoft Excel skills; able to use data to monitor controls reconcile activity and support operational decision-making.
    • Must be proficient with Excel functions such as filtering sorting pivot tables lookup functions conditional logic and other tools used to compare reconcile analyze and validate large data sets.
  • Proven analytical problem-solving and root-cause analysis abilities with a track record of implementing practical improvements in a high-control operational environment.
  • Strong written oral and interpersonal communication skills including the ability to document procedures explain complex treasury matters clearly and communicate risk or escalation items to leadership.
  • Experience working independently while also leading in a team-oriented collaborative cross-functional environment.
  • Able to model organizational values and hold others accountable for quality timeliness controls client service and professional communication.
  • Ability to provide constructive feedback upward downward and cross-functionally including identifying performance process control or communication concerns and recommending solutions.

• Start time is no later than 7:30am MT to support banking deadlines daily reconciliation activity and time-sensitive disbursement processing.
• Remote with the ability to maintain strong availability communication and responsiveness during core treasury processing hours.
• Minimal travel is expected with this position though occasional travel may be required for team meetings bank partner meetings training or company events.
• Occasionally lift up to 25 pounds
• Ability to work more than 40 hours per week when business needs require additional coverage for disbursement deadlines month-end activity peak volume or critical projects.
• Prolonged periods of sitting at a desk and working on a computer

What We Do

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.

Why Work With Us

Inspira Financial is a leading financial services company offering specialized financial wellness solutions to employers institutions advisors and individuals.

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