National Growth Leader - IMA Retirement

IMA Financial Group•Denver, CO

11d

About The Position

The National Growth Leader - IMA Retirement is responsible for driving rapid and consistent growth in retirement plan revenues and promoting increased profitability within the Retirement business. This role involves formulating and implementing strategies for recruiting and acquiring experienced Retirement Plan Advisors, as well as developing Associate Retirement Plan Advisors. The leader will also design and implement strong sales management practices, disciplined pricing strategies, and ensure client proposals align with pricing approaches. Additionally, the role serves as an internal ambassador to the IMA community, creating visibility for the business and driving collaboration on client opportunities. This includes representing the Retirement business across the IMA ecosystem, driving collaboration with key stakeholders, and promoting collaboration between Retirement and Private Wealth to serve retirement plan participants' personal financial needs. A strong culture of compliance is essential to minimize regulatory risks, and the leader must support and demonstrate IMA’s core values, including diversity, equity, and inclusion.

Requirements

Bachelor’s degree required
FINRA Series 65 required
15+ years’ experience in retirement plan industry required
Demonstrated ability to recruit, acquire, and grow retirement plan advisors and practices
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

Nice To Haves

MBA or advanced technical degree preferred
Additional licensing may be needed
Prior experience with RPAG and Salesforce platforms strongly preferred
Moderate to significant travel for recruiting activities and in-person coaching/leadership of a national team

Responsibilities

Drive rapid and consistent growth in retirement plan revenues by formulating and implementing a strategy to recruit or acquire experienced Retirement Plan Advisors and develop Associate Retirement Plan Advisors.
Design and implement strong sales management practices (e.g., CRM usage, pipeline development/management, best practice sharing, etc.).
Promote increased profitability in the Retirement business by designing and implementing disciplined pricing practices and ensuring client proposals align with pricing approach and levels.
Serve as an internal ambassador to the IMA community, creating visibility for the business and driving collaboration on client opportunities.
Proactively represent 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).
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.
Create a culture of compliance to minimize the risk of regulatory issues by working 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.
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.