• Analyze business processes and identify AI opportunities • Develop concrete use cases and strategic roadmaps with clients • Support projects from concept to MVP • Focus on KPIs, ROI and compliance • Assist sales and identify upselling opportunities • Shape new business areas

• Partner closely with the Senior Client Strategy Director to identify prospective clients, lead discovery conversations, and develop partnership opportunities. • Own and grow an assigned portfolio of prospective and existing client relationships, with responsibility for achieving assigned sales and revenue targets. • Drive client opportunities from discovery through proposal development and contracting, ensuring high-quality deliverables and timely follow-through. • Support prospecting and outreach for priority partners, helping build and sustain a pipeline of new and expanded partnership opportunities. • Develop fluency across Movement Labs' service offerings and, once ramped up, independently lead introductory client conversations, manage opportunities within an assigned portfolio and recommend solutions that align with partner goals and Movement Labs' mission. • Translate client goals into ambitious, evidence-based programs by recommending tactics, timelines, metrics, and implementation plans across texting, RCT management/consulting, organizing consulting, and social/digital services. • Operate effectively in ambiguity by taking initiative to move work forward before every answer is known and developing creative solutions to new challenges. • Become deeply familiar with Movement Labs' projectprogram management systems and execution processes. • Manage (or closely oversee Campaign Associates’ management of) the successful execution of key client programs and potentially oversee one or several Campaign Associates’ programs execution. • Build strong relationships with clients by serving as a trusted, responsive partner throughout program implementation. • Improve and standardize internal processes that support client strategy, proposal development, contracting, and program execution. • Build scaffolding and repeatable processes for client work that enable cleaner program handoffs to campaign associates. • Ensure client information in Copper and related systems (Asana, Launchpad, etc.) is accurate, complete, and up to date. • Coordinate closely with Experiments, CES, Tech, and Data teams to ensure smooth cross-functional implementation of partner programs.

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com. 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? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application. 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 Product & Strategy will report to the President, Retirement & Wealth and serves as a key member of the R&W Executive Leadership Team (ELT). This role is responsible for defining and driving the end-to-end product and strategic agenda to accelerate growth, enhance client value and differentiate Inspira in the marketplace. Focus areas include; ownership of the product strategy and growth pipeline for Retirement & Wealth (R&W) - building the product roadmap, leading market and competitive analysis, and identifying organic and inorganic growth opportunities. The Head of Product & Strategy partners directly with the President and R&W leadership to turn strategy into an executable plan and serves as the primary leader on product and growth decisions for the business. This is a pivotal leadership role at a moment of transformation for Inspira, offering the opportunity to shape the future of our R&W business, drive meaningful growth, and build differentiated product capabilities. Duties & Responsibilities: - Owns the R&W product strategy and roadmap, prioritizing investment against market opportunity and client need - Leads market sizing, competitive analysis, and strategic planning, translating findings into clear recommendations for the President and R&W leadership - Builds and manages the R&W growth pipeline, including organic initiatives and M&A targets, partnering with Corporate Development on evaluation and due diligence - Partners with Finance, Technology, and Operations leadership to align product strategy with R&W's operating model and resourcing - Partners with finance on pricing and packaging strategies - Leads through influence across Technology, Operations, Sales, Marketing, and Client Experience to align execution with product and strategic priorities - Develops board- and leadership-level strategic materials and business cases - Builds and scales innovation capabilities, including ideation, experimentation, and rapid testing - Leads digital/product transformation initiatives to modernize the portfolio and client experience - Defines and evolves the department's operating model - Builds and develops a high-performing team across product management and strategy - Implements best-in-class product management practices, tools, and governance - Other duties as assigned. Accountabilities: - Enterprise product strategy and roadmap prioritization - Annual and multi-year strategic planning for R&W - Product portfolio performance (revenue, adoption, margins) - Build/buy/partner decisions - Governance of product lifecycle (incubation → launch → optimization → sunset) - Delivering product-led revenue growth and improving product-level profitability - Finance partnership to define investment cases, ROI, and capital allocation across initiatives - Engaging relationships directly with clients, partners, and the market to inform strategy and validate product direction - Key representative of Inspira in industry forums and with key external stakeholders Measures of Success: - Revenue growth tied to product initiatives - Client acquisition, retention, and engagement - Speed to market / cycle time improvements - Product adoption and utilization - Portfolio ROI and margin improvement - Innovation pipeline health Preferred Qualifications Minimum required: - 15+ years of experience in strategy, product leadership, or strategy consulting required - Bachelor's degree in Business, Finance, Economics, or a related field or equivalent combination of education, experience and training required - Experience scaling product organizations in growth or transformation environments - Track record of driving measurable commercial outcomes (not just delivery) - Experience integrating strategy and execution - Background in regulated or financial services (if applicable) - Ability to operate at ELT / board level Additional preferred: - Experience in financial services, retirement, or benefits preferred - Experience building or leading a product or corporate strategy function preferred - Experience supporting M&A pipeline development, including deal evaluation and due diligence, preferred - MBA preferred Skills & Abilities: - Strong financial modeling and business case development skills - Ability to translate market and competitive analysis into clear, actionable strategic recommendations - Strong executive presence; experienced advising and presenting to President- or C-suite-level leadership - Strong project management skills, including the ability to coordinate cross-functional initiatives - Comfortable operating with ambiguity and building a function in a still-forming organization - Strong written and verbal communication skills Other Requirements: - Typical schedule is Monday-Friday, with the flexibility to work evenings or weekends as needed to support board meetings, leadership sessions, or deal timelines - Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to Company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm CT (1 of the 4 days must be a Monday or Friday) - Occasional travel (up to 20%) for leadership meetings, board sessions, and industry events - Ability to provide personal transportation for training or meetings may be required - Occasionally lifts up to 25 pounds - Prolonged periods of sitting and operating standard office equipment Compensation & Benefits $215,000-$275,000 per year

• Oversee the overall strategy for web and related digital properties, particularly for key audiences including customers, prospects, partners, etc. • Implement strategies to map and grow key web KPIs, including traffic, sessions, lead conversion, SEO, AIO/GEO, etc. • Collaborate cross-functionally with internal leaders across sales, product, support and engineering teams • Manage multiple and/or concurrent creative, web and digital agencies • Drive web strategies as it relates to marketing campaigns, business announcements, product launches, competitive takeouts, etc. • Have overall responsibility of the website’s content, presentation and usability in addition to overall administration of content management system (CMS) processes and technology • Manage project-planning processes (e.g., timelines, sprint planning, milestone tracking) in an agile environment or similar • Ability to do some light hands-on development and content entry within the CMS