National Growth Leader - IMA Retirement

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

Salary Range

$250,000—$280,000 USD

Benefits

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.

Equal Employment Opportunity

We provide 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, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which we have facilities.

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