8 Hsa Bank Portfolio Manager Jobs Hiring Near You

At HSA Bank, a division of Santander Bank N.A., we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.

Are you ready to join us?

As an Analyst on the Implementation team, you will lead the onboarding of mid-size employer clients for Health Savings Accounts (HSAs) and spending account products, including Flexible Spending Accounts (FSAs), Commuter Benefits, Health Reimbursement Arrangements and Dependent Care.
You will manage the multiple types of implementations, including new clients, renewals, partner transitions, as well as HSA bulk transfers, while ensuring accurate setup, data integration, and client satisfaction. This role requires strong project management, technical testing, and consultative skills to deliver high-quality execution.
This is a remote-only position with no travel to client sites required.

Key responsibilities for the role:

• Lead onboarding for HSA and spending account products, guiding clients through plan design and

• configuration.

• Conduct training sessions and provide consultative support throughout the implementation lifecycle.

• Develop and maintain detailed project plans with client sign-off at key milestones.

• Coordinate internal and external stakeholders to ensure timely and accurate execution.

• Conduct EDI/SFTP file testing for enrollment and funding files and communicate results to vendors,

• clients and internal teams.

• Facilitate bulk HSA transfers and spending account rollovers as applicable.

• Manage annual renewals for spending account clients.

• Support transitions between partner relationships, ensuring continuity and data integrity.

• Maintain accurate documentation and project tracking across multiple concurrent implementations.

• Provide proactive communication and status updates to employer clients and internal stakeholders.

Key skills/experience qualifications for the role:

• 2+ years of experience in benefits administration, implementation or related field required.

• High school diploma/GED required; Bachelor's degree in Business, Healthcare Administration, orrelated field preferred.

• Experience with EDI file testing and data integration strongly preferred.

• Proficiency in Microsoft Office Suite

• Experience with CRM or implementation tracking tools required.

• Strong organizational skills and ability to manage multiple projects simultaneously.

• Excellent written and verbal communication skills, with a customer-first mindset.

• Ability to work independently and collaboratively in a fast-paced, remote environment.

• No task is too small" attitude, with a passion for service excellence and an eagerness to learn.

The estimated salary range for this position is $55,000USD to $60,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.

#LI-BY1

#LI-REMOTE

HSA Bank, a division of Santander Bank, N.A.Santander Holdings USA, Inc. and its subsidiaries ("Santander") are equal opportunity employers committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.