1031 Treasury Operations Team Lead (Remote)
Join Us!
Take the next step in your journey at Accruit, an Inspira Financial Solution. 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, CO, 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 Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (must be a Monday or Wednesday).
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 Treasury Operations Team Lead will report to the Director of Accounting and Finance within the Accruit Finance Department and serve as a functional leader over daily treasury operations, client fund movement, bank account reconciliation, and payment controls. This role is responsible for overseeing high-volume, high-dollar disbursement activity, strengthening fraud prevention and operational risk controls, ensuring accurate and timely reconciliation of client funds, and driving scalable process improvements across Finance, Treasury, Operations, and banking partner workflows. The Team Lead will provide day-to-day direction, escalation support, training, and performance feedback to the Treasury team while serving as a subject matter expert for complex 1031 exchange funding, Qualified Escrow Agreement, and disbursement scenarios.
Duties & Responsibilities:
• 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.
• Perfor
Take the next step in your journey at Accruit, an Inspira Financial Solution. 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, CO, 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 Denver, CO office are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (must be a Monday or Wednesday).
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 Treasury Operations Team Lead will report to the Director of Accounting and Finance within the Accruit Finance Department and serve as a functional leader over daily treasury operations, client fund movement, bank account reconciliation, and payment controls. This role is responsible for overseeing high-volume, high-dollar disbursement activity, strengthening fraud prevention and operational risk controls, ensuring accurate and timely reconciliation of client funds, and driving scalable process improvements across Finance, Treasury, Operations, and banking partner workflows. The Team Lead will provide day-to-day direction, escalation support, training, and performance feedback to the Treasury team while serving as a subject matter expert for complex 1031 exchange funding, Qualified Escrow Agreement, and disbursement scenarios.
Duties & Responsibilities:
• 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.
• Perfor