Senior Retirement Plan Manager
7 days ago
We are seeking a highly skilled Senior Retirement Plan Manager to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing existing client relationships, processing client requests, and ensuring key client information is up-to-date.
Key Responsibilities- Manage client relationships with moderate guidance, processing client requests and resolving inquiries.
- Schedule, prepare for, and facilitate presentations, including enrollment meetings, financial education meetings, and plan reviews.
- Work with Retirement Plan Advisors to provide strategic recommendations and implementation of plan enhancements.
- Demonstrate knowledge of ERISA laws and guidelines for the retirement plan industry.
- Drive client retention through annual plan reviews and proactive client contact.
- Promote new products and services to plan sponsors.
- Engage in available training and educational opportunities to stay current on industry trends and internal policies.
- Support and demonstrate IMA's core values and understand the importance of diversity, equity, and inclusion.
- Bachelor's degree required.
- 7+ years of related experience in the retirement plan industry required.
- Life Insurance and Variable Contracts licenses required within 30-90 days of hire.
- FINRA Series 7 & 66 licenses strongly preferred.
- AIF designation preferred.
- Limited travel required (less than 25%).
- Intermediate MS Office products required.
As a member of our team, you will be eligible for our valuable benefits and rewards package, including an annual performance bonus, stock purchase, medical plans, and more.
We offer a competitive salary range of $92,000-$126,000 USD, depending on your location, experience, and qualifications.
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