National Growth Leader - IMA Retirement

Benefits

Additional Information

Essential job responsibilities include but are not limited to: 1. Drive rapid and consistent growth in retirement plan revenues Formulate and implement a strategy to recruit or acquire experienced Retirement Plan Advisors in all markets where IMA has a significant Employee Benefits presence Recruit and develop Associate Retirement Plan Advisors to build bench strength, capacity, and collaboration in established retirement plan markets Design and implement strong sales management practices (e.g., CRM usage, pipeline development/management, best practice sharing, etc. 2. Promote increased profitability in the Retirement business Design and implement disciplined pricing practices across all plan sizes and markets Ensure client proposals align with pricing approach and levels (e.g., participant-level commitments, in-person meeting requirements) 3. Serve as an internal ambassador to the IMA community, creating visibility for the business and drive collaboration on client opportunities in both directions Proactively represents the Retirement business across the IMA ecosystem, identifying and leveraging opportunities to embed retirement plans in the minds and operations of IMA's insurance and employee benefit businesses Drive collaboration with key stakeholders related to the Retirement business (e.g., Marketing, Compliance, Investments, Ops/Tech, Private Equity and M&A practice) 4. Promote collaboration between Retirement and Private Wealth to identify and capture opportunities to serve retirement plan participants on their personal financial needs Ensure Retirement Plan Advisors create client relationships that facilitate effective and efficient interactions with participants around financial education and engagement Work with IMA Private Wealth to design and implement mechanisms to identify, qualify, and introduce prospective Private Wealth clients from within plan participant ranks 5. Create a culture of compliance to minimize the risk of regulatory issues Work with Compliance, Operations, and Technology to design, implement, and enforce practices that keep the Retirement business on sound regulatory footing Regularly reinforce the importance of compliance in the normal course of business 6. Support and demonstrate IMA's core values Reinforce the importance of diversity, equity, and inclusion among all IMA associates Perform other work-related duties as assigned. Required Experience and Skills include but are not limited to: Bachelor's degree required; MBA or advanced technical degree preferred FINRA Series 65 required (additional licensing may be needed) 15+ years' experience in retirement plan industry required Demonstrated ability to recruit, acquire, and grow retirement plan advisors and practices Prior experience with RPAG and Salesforce platforms strongly preferred High levels of ethical behavior in accordance with professional and industry standards Ability to foster positive interactions between associates; acts as an example for others Strong communication skills, including the ability to effectively formulate and communicate a strategic vision for the growth of the Retirement business Critical thinking and problem solving with high degree of self-direction and attention to detail Moderate to significant travel for recruiting activities and in-person coaching/leadership of a national team #LI-AG1 The anticipated posting timeline for this opportunity is 5/22/2026-6/22/2026. Salary Range $250,000 - $280,000 USD 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 mode

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at imafinancialgroup? Share your experience