Assistant General Counsel, Retirement Solutions (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.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday).
This requirement does not apply to support specialist positions.
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 Director, Assistant General Counsel will report to the Associate General Counsel in the Legal Department. The position will provide legal advice and guidance on a wide variety of commercial, contractual, and regulatory legal matters, with a focus on individual retirement accounts (IRAs), and will be the subject matter expert for the Company's self-directed IRA and fund custody product lines.
Duties & Responsibilities:

• Provide day-to-day support to the Company's self-directed IRA and fund custody product lines, with a focus on the custody of alternative assets. Support will include advising on new product offerings, enhancements to existing products and other operational changes, and resolving accountholder matters.
• Structure, draft and negotiate contracts for retirement and wealth product lines, including (i) custody agreements, (ii) API, licensing and subscription agreements, (iii) business development, co-development/co-marketing, and other strategic alliance arrangements, and (iv) data protection agreements.
• Advise business clients on contractual and regulatory exposures and risks related to development of new customer offerings or services.
• Provide legal advice on a wide variety of specialized areas of law, including but not limited to: ERISA, IRS and DOL regulations, and money transmitter and electronic payment laws.
• Provide legal counseling on a full spectrum of corporate, commercial, and regulatory matters, including guidance regarding appropriate risk allocation for strategic and core business initiatives.
• Provide negotiation strategy as a member of negotiating teams with customers, third party partners and suppliers with respect to contracts, licenses and other business transactions.
• Monitor and proactively communicate legal trends, industry standards and best practices for topics that could affect the Company's retirement and wealth business.
• Develop a thorough understanding of, and familiarity with, Inspira, and its markets, customers, and competitors, in order to identify trends and formulate structures and strategies accordingly.
• Establish a rapport and working relationship with employees at all levels in order to encourage and continue the proactive use of in-house counsel.
• Other duties as assigned.

Preferred Qualifications
Education & Experience:

• 6-10 years of experience with commercial transactions, including experience with IRAs; experience with self-directed IRAs and alternative assets highly preferred
• Juris Doctorate Degree required

Skills & Abilities:

• Working knowledge of the financial services and consumer directed benefits industries and applicable regulatory regimes

• Ability to work collaboratively and effectively at all levels of the organization

• Excellent communication and presentation skills

• Strong time and case management skills; ability to shift quickly between substantive areas of law and the requirements of the different lines of business in a fast-paced environment

• Commitment to professionalism

• High level of integrity exercised internally and in representing the firm to outside parties

Other Requirements:

• Infrequent travel (less than 10%)
  • Ability to provide personal transportation from time to time
• Prolonged periods of sitting at a desk and working on a computer

Compensation & Benefits
$195,000-$225,000 per year