IMA Financial Group

IMA Financial Group

Retirement Plan Manager

Dallas, TX; Wichita, KS

Sponsorship not specifiedDetected 6 days ago
Project ManagementAccount ManagementCadencePublic Speaking

About the role

  • Essential Responsibilities include but are not limited to: - Serve as the primary contact to retirement plan clients.
  • 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.
  • It's this unique ownership business model that makes working at IMA so appealing.

Responsibilities

  • Collaborate with internal specialists to implement plan enhancements such as vendor transitions, contribution structure changes, and participant engagement strategies.
  • Maintain and proactively coordinate the client meeting calendar and cadence, ensuring timely execution of both regular and ad hoc activities such as plan reviews, RFP processes, target date fund (TDF) analyses, and strategic planning sessions.
  • Maintain a deep understanding of ERISA regulations and industry trends to ensure clients remain compliant and informed.
  • Support adoption of new products, platforms, and services that align with client goals and improve operational efficiency.
  • Supports and demonstrates IMA's core values.
  • 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.
  • Maintains FINRA Series 65 or attains within 90 days of employment.

Compensation

  • Compensation & Benefits

Benefits

  • The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight.
  • This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals.
  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 2+ years related experience in the retirement plan industry.
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This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.