Health & Benefits Partner Relationship Manager (Remote)

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!
HOW YOU WILL SOAR:
The Partner Relationship Manager will report to the Head of Channel Partnerships in the Channel Partnerships Department - Health and Benefits Division. This role is responsible for assisting the Managing Director in managing business relationships with recordkeepers, consultants and other channel partners. This position will assist in on-boarding large opportunities and will maintain these institutional relationships. This position will be expected to grow these relationships and communicate on the status with the Managing Director, Sales Directors, and other appropriate team members. The primary responsibilities of this role include managing our institutional relationships, strategic plans to expand relationships, projects, and client communications, coordinating the on-boarding of new large relationships, and working closely with Legal, Operations and Technology as well as with the Sales Managers and Sales Coordinators.

• Coordinate activities around institutional partner relationships such as recordkeepers, consulting firms, and other channel partner
• Receive and provide communication internally and externally regarding client deliverables
• Work with institutional partners to expand business
• Organize client conference calls and meetings with salespeople to determine client needs and then outline and implement project plans
• Participate in internal meetings to identify and document tasks to be completed, then design and coordinate/implement project plan
• Partners with representatives from Technology, Legal, Operations and Client Service
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• 7-10 years of experience in account management or partner relationship management
• Bachelor's degree or equivalent in Business, Communications, Marketing or related field
• Strong interpersonal skills
• Strong written and verbal communication skills
• Strong planning, organizational and analytic skills combined with task and time management skills
• Comfortable liaising with various individuals at all levels of the business both internally and externally
• Demonstrate proactive, problem-solving, decision-making and client contact skills
• Strong computer aptitude with proficiency in Microsoft suite of products. Familiarity with Salesforce
• Previous experience in IRAs and/or Retirement Plan Industry preferred

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 2023 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.