Bachelor's degree or the equivalent combination of education and relevant experience
8+ years related experience in the retirement plan industry.
Retirement Plan Manager or Equivalent Experience
Demonstrated experience leading client strategy, complex projects, executive-level meetings, and high-impact issue resolution.
Demonstrated experience mentoring staff and providing work direction.
Maintains FINRA Series 65 or attains within 90 days of employment.
Advanced Project Management and account management skills.
Nice to have
Retirement Plan certifications such as AIF, CRPS, CPFA, CFP
Experience supporting sales opportunities, client retention initiatives, recordkeeper searches, mergers and acquisitions, or complex plan transitions.
Experience leading process improvements or cross-functional service initiatives.
Full description
Role Summary: The Senior Retirement Plan Manager is an advanced client strategist and team leader responsible for complex, high-value, and high-retention-risk employer-sponsored retirement plan relationships. Building on successful Retirement Plan Manager experience, this role leads sophisticated plan strategy involving investment oversight, plan design, fiduciary governance, vendor management, regulatory considerations, and participant outcomes. The Senior Retirement Plan Manager exercises advanced judgment, leads critical client and cross-functional initiatives, mentors developing team members, and helps shape consistent service delivery across IMA Retirement.
Essential Responsibilities include but are not limited to:
Serve as the strategic relationship lead for complex, high-value, and high-retention-risk retirement plan clients, taking accountability for client strategy, service quality, and long-term relationship outcomes.
Lead advanced plan reviews and strategic discussions involving investment performance, fee benchmarking, plan design, fiduciary governance, vendor performance, participant outcomes, and regulatory developments.
Develop and execute multi-year service strategies for complex plans, aligning internal resources and client priorities to measurable plan and participant objectives.
Lead complex projects such as recordkeeper searches and transitions, plan mergers and acquisitions, advanced plan design changes, governance enhancements, target date fund analyses, and remediation of significant service or compliance issues.
Navigate ambiguous or high-impact client situations, coordinate specialized resources, evaluate alternatives, and provide clear recommendations and escalation paths.
Represent IMA Retirement in executive and committee presentations, sales finalist meetings, rebid opportunities, and other high-stakes client discussions.
Build strong partnerships with advisors, investment specialists, compliance resources, recordkeepers, third-party administrators, payroll providers, Employee Benefits partners, and other stakeholders to deliver integrated solutions.
Mentor Retirement Plan Managers and Retirement Plan Specialists, provide work direction and quality review, and support technical, consultative, and client leadership development.
Serve as a subject-matter resource for retirement plan operations, fiduciary processes, plan design, vendor management, and client service best practices.
Identify systemic service opportunities and lead cross-functional initiatives that improve scalability, consistency, efficiency, and the client experience.
Maintain current knowledge of ERISA requirements, industry developments, investments, and retirement plan best practices and translate developments into actionable guidance.
Senior Retirement Plan Manager at IMA Financial Group (Atlanta, GA; Dallas, TX; Wichita, KS) — aijobsearch
Occasionally travel to client sites for relationship management, presentations, education, sales support, and strategic planning sessions.
Support and demonstrate IMA’s core values.
Value and understand the importance of diversity, equity, and inclusion among all IMA associates.
Qualification:Required:
Bachelor's degree or the equivalent combination of education and relevant experience
8+ years related experience in the retirement plan industry.
Retirement Plan Manager or Equivalent Experience
Demonstrated experience leading client strategy, complex projects, executive-level meetings, and high-impact issue resolution.
Demonstrated experience mentoring staff and providing work direction.
Maintains FINRA Series 65 or attains within 90 days of employment.
Advanced Project Management and account management skills.
Preferred:
Retirement Plan certifications such as AIF, CRPS, CPFA, CFP
Experience supporting sales opportunities, client retention initiatives, recordkeeper searches, mergers and acquisitions, or complex plan transitions.
Experience leading process improvements or cross-functional service initiatives.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.Why Join IMA?We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
Business Insurance Magazine – Best Places to Work in Insurance
US Insurance Awards – Community Outreach Project of the Year
U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
Inc. Magazine Best Workplaces
Inc. 5000 – List of Fastest Growing Companies
Alaska Journal of Commerce – Best Workplaces in Alaska
Charlotte Business Journal – Best Places to Work
Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
Connecticut Top Workplaces
Dallas Business Journal – Best Places to Work
Denver Business Journal – Best Places to Work
Denver Business Journal – Fast 50
Kansas City Business Journal – Best Places to Work
Los Angeles Business Journal – Best Places to Work
Puget Sound Business Journal – Washington’s Best Workplaces
Tampa Bay Times – Best Workplaces
The Salt Lake City Tribune Top Workplaces
Utah Business – Best Places to Work
Wichita Business Journal – Best Places to Work
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.