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Inspira Financial logo
3 days ago

Sr. Director, Marketing - Retirement & Wealth (Remote)

Inspira Financial

Oak Brook, IL (Remote)$175K/yr – $250K/yr

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Marketing jobs in the US

Marketing jobs in the US

1 jobs
Inspira Financial logo

Sr. Director, Marketing - Retirement & Wealth (Remote)

Inspira Financial

Oak Brook, IL (Remote)

$175K/yr - $250K/yrIn-houseSenior level
3 days ago
Inspira Financial logo
Inspira Financial

Sr. Director, Marketing - Retirement & Wealth (Remote)

Oak Brook, IL (Remote)

$175K/yr – $250K/yrSenior Level

Posted 3 days ago

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Job Summary

Own and lead the marketing organization and go-to-market strategy across product, segment, brand, demand generation, and account-holder engagement, driving transformation, team development, strategic advisory, and a comprehensive plan and budget.

  • Own the annual marketing and go-to-market plan and budget
  • Build and lead a multidisciplinary marketing organization and growth programs
  • Advise business leadership on growth priorities and market strategy

Job Description

Responsibilities

  • Marketing Organization and Business Leadership: Build and lead a multidisciplinary marketing organization spanning product and segment marketing, brand and communications, demand generation, digital and lifecycle marketing, sales enablement, creative services, marketing operations, and the Account Holder Engagement capability.
  • Marketing Organization and Business Leadership: Lead the transition from shared-services support to a dedicated operating model, establishing the organization's structure, talent strategy, governance, processes, performance expectations, and culture of accountability, collaboration, innovation, and continuous improvement.
  • Marketing Organization and Business Leadership: Recruit, develop, and coach a high-performing team and determine the right mix of dedicated talent, shared capabilities, agencies, vendors, and other external expertise.
  • Marketing Organization and Business Leadership: Serve as a strategic advisor to business leadership on growth priorities, market expansion, client diversification, customer experience, and reputation, aligning Sales, Product, Client Engagement, Technology, Operations, and other stakeholders around shared goals.
  • Marketing Organization and Business Leadership: Own the annual marketing and go to market communications plan and budget, aligning priorities, resources, investments, roadmaps, capabilities, and performance goals with business strategy and financial objectives.
  • Product, Segment, and Go-to-Market Strategy: Lead integrated B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual account-holder audiences.
  • Product, Segment, and Go-to-Market Strategy: Use customer research, competitive intelligence, segmentation, and market insights to develop differentiated positioning, value propositions, messaging, and commercialization plans.
  • Product, Segment, and Go-to-Market Strategy: Build repeatable go-to-market approaches for products, strategic partnerships, acquisitions, platform transitions, and market-expansion opportunities.
  • Product, Segment, and Go-to-Market Strategy: Develop co-marketing programs with recordkeepers, advisors, third-party administrators, financial institutions, and other strategic partners to advance shared growth and client engagement.
  • Brand, Communications, Content, and Experiences: Own Retirement & Wealth brand positioning, messaging, standards, and reputation across internal, external, executive, and customer communications.

Requirements

  • Bachelor's degree or equivalent combination of education and relevant professional experience required; advanced degree preferred.
  • 15+ years of progressive marketing experience, including 7+ years leading multidisciplinary teams.
  • Deep financial services experience, preferably in retirement, wealth, employee benefits, or fintech.
  • Demonstrated success building or transforming marketing organizations, including talent, operating models, processes, technology, budgets, external partners, and organizational change.
  • Experience developing B2B, B2C, and B2B2C strategies across institutional, intermediary, partner, employer, and individual customer audiences.
  • Proven ability to connect product marketing, demand generation, lifecycle engagement, communications, and sales enablement to measurable growth.
  • Strong command of segmentation, customer insights, digital marketing, marketing technology, analytics, attribution, and ROI measurement.
  • Leadership experience across brand, internal and external communications, executive communications, public relations, thought leadership, events, sponsorships, crisis communications, and reputation management.
  • Experience leading complex cross-functional initiatives and customer communications in a regulated environment, including appropriate privacy, consent, and compliance governance.
  • Executive presence, strong storytelling and influencing skills, sound judgment, and a hands-on leadership style.

Benefits

  • Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Inspira Financial logo

Inspira Financial

Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact. We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey. Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.). Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.

Founded in 2000
Oak Brook, Illinois, USA
938 employees (31 in marketing)
inspirafinancial.com

Salaries

Posted range

$175K/yr – $250K/yr

Taken straight from the job posting.

See all Inspira Financial salaries

Marketing Team

Marketing Team Size
18 (2% of company)
Median Career Experience
16 years
Median Tenure
2.6 years
Marketing Roles Posted (Last 30 Days)
1

People

Founders / CEO

Matt Marek
Matt Marek
Chief Executive Officer
At the company for 2 years 2 months

HR / Recruitment

Melisa Godinez
Melisa Godinez
Director, Talent Acquisition
At the company for 4 years 10 months
Stetson Martin
Stetson Martin
Talent Acquisition Consultant
At the company for 8 months

Marketing Leadership

Michelle O'Malley
Michelle O'Malley
Sr. Director, Digital Experience Marketing
At the company for 1 year
Lauren Orchell
Lauren Orchell
Director of Product Marketing
At the company for 2 years 1 month
Melisa Godinez
Melisa Godinez
Director, Talent Acquisition
At the company for 4 years 10 months
Bekah Smith
Bekah Smith
Sr. Director of Marketing Strategy
At the company for 4 years 9 months

Funding

Last Raise
Private Equity, 7 years ago

Funding History

  • Jan 2019
    Private Equity

Traffic Signals

Monthly Visitors
1.8M
Monthly Google Ads Budget
$60.4K
Traffic Source Mix
Search
26.4%
Direct
68.8%
Referral
4.2%
Social
0.1%
Paid
0.4%

Headcount Trend

Current headcount: ~945

News about Inspira Financial

Heron Finance and Inspira Financial Deliver Institutional-Grade Custody for Private Credit Investors
Nov 11, 2025 • Yahoo Finance
Inspira Appoints Former Johnson & Johnson Executive as VP of Global Sales and New Board Member from a Leading International Investment Firm
Oct 21, 2025 • Yahoo Finance
How Mergers Impact 401(k) Plans: Key Considerations with Inspira Financial’s Pete Welsh
Oct 2, 2025 • 401k Specialist
Inspira Financial Announces Health & Retirement Benefits Veterans Paul Sanford and Sandy McCarthy to Its Board of Directors, Signaling Continuing Advances in Operational Excellence by the Connected Benefits Company
Sep 29, 2025 • Yahoo Finance
Inspira Financial Announces Former WTW and Aetna Executive Debby Moorman as EVP, Head of Health and Benefits
Aug 4, 2025 • Newswire.com
Inspira Financial
Jul 15, 2025 • Built In Chicago
Inspira Financial Careers, Perks + Culture
Jul 15, 2025 • Built In
Inspira Financial Announces Former Bank of America and Fidelity Investments Executive Chris Herman as EVP, Head of Retirement & Wealth
Jul 14, 2025 • ACCESS Newswire
Inspira Financial Announces Former Bank of America and Fidelity Investments Executive Chris Herman as EVP, Head of Retirement & Wealth
Jul 14, 2025 • newswire.com
Inside the IT Teams at 4 Top Chicago Tech Companies
Jul 14, 2025 • Built In
Inspira Financial Announces Former Bank of America and Fidelity Investments Executive Chris Herman as EVP, Head of Retirement & Wealth
Jul 14, 2025 • Morningstar.com
Inspira and ASC Enhance Integration to Simplify Rollover Compliance for Retirement Plan Administrators
Jul 7, 2025 • newswire.com
Inspira’s Integrated Vision: How Retirement and Health Solutions Are Converging
May 8, 2025 • 401k Specialist
Inspira Financial Unveils Newly Renovated Oak Brook Office to Foster Innovation and Collaboration
Apr 28, 2025 • Newswire :) Press Release Distribution
Inspira Financial unveils renovated Oak Brook headquarters for 450 employees
Apr 28, 2025 • The Business Journals
Call Center Rep Accessed Data of More Than 2,000 Customers at Inspira Financial
Feb 24, 2025 • planadviser
Inspira call-center rep swipes personal data of more than 2,300 customers
Feb 21, 2025 • Pensions & Investments
Inspira Financial Trust Data Breach Investigation
Feb 20, 2025 • Strauss Borrelli PLLC
Austin-based First Dollar Acquired by Inspira Financial
Dec 10, 2024 • Silicon Hills News
Inspira Financial Acquires First Dollar, Redefining Consumer-Driven Healthcare and Empowering Go-To-Market Partners with Advanced Health Benefits Technology
Dec 2, 2024 • newswire.com
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
Nov 18, 2024 • 401k Specialist
IBD's Best HSA Accounts For 2025: How To Find The Right One For Your Retirement Goals
Nov 15, 2024 • Investor's Business Daily
Q&A with Inspira Financial’s Pete Welsh: Navigating Merger-Related Retirement Plan Considerations
Nov 1, 2024 • 401k Specialist
Inspira Financial’s Study Reveals Increased Contributions Among Workers With Both HSAs and LPFSAs
Sep 10, 2024 • Newswire
Inspira Financial Acquires Quest Trust Company’s Self-Directed IRA Business
Sep 3, 2024 • Newswire
Inspira Financial Joins Forces With ​​RideAmigos to Transform the Commute Experience
Jul 16, 2024 • Newswire
67 Top Companies In Chicago To Know 2024
Jul 12, 2024 • Built In Chicago
Fast 50 2024: Chicago's fastest-growing companies
Jul 2, 2024 • Crain's Chicago Business
Inspira Financial Named One of Chicago’s Fastest-Growing Companies of 2024
Jun 25, 2024 • Newswire | Press Release Distribution
BRI, an Inspira Financial Solution, Named 2024 ADP Marketplace Partner of the Year
Mar 20, 2024 • Newswire
Inspira Financial Report Finds 81% of Employers Have Positive ROI With Emergency Savings Benefit
Feb 15, 2024 • Newswire | Press Release Distribution
Inspira Financial signs 2 long-term leases at Commerce Plaza
Feb 2, 2024 • Chicago Business Journal

Links

inspirafinancial.comLinkedInCrunchbase

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