Senior Retirement Plan Manager

IMA Financial Group•Dallas, GA

About The Position

The Senior Retirement Plan Manager is an advanced client strategist and team leader responsible for complex, high-value, and high-retention-risk employer-sponsored retirement plan relationships. Building on Retirement Plan Manager experience, this role leads sophisticated plan strategy across investment oversight, plan design, fiduciary governance, vendor management, regulatory considerations, and participant outcomes. The position requires advanced judgment, leadership of critical client and cross-functional initiatives, mentoring of developing team members, and contributions to consistent service delivery across IMA Retirement. The role leads client strategy and service quality, develops multi-year service strategies, and guides advanced plan reviews and high-stakes client discussions. It also leads complex projects, coordinates specialized resources to resolve high-impact issues, partners with internal and external stakeholders, and supports sales, retention, and service-improvement initiatives. The Senior Retirement Plan Manager occasionally travels to client sites for relationship management, presentations, education, sales support, and strategic planning. The role supports IMA’s core values and the importance of diversity, equity, and inclusion among associates.

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience.
8+ years of related experience in the retirement plan industry.
Retirement Plan Manager experience or equivalent experience.
Demonstrated experience leading client strategy, complex projects, executive-level meetings, and high-impact issue resolution.
Demonstrated experience mentoring staff and providing work direction.
Maintain FINRA Series 65 or attain it within 90 days of employment.
Advanced project management and account management skills.

Nice To Haves

Retirement plan certifications such as AIF, CRPS, CPFA, or CFP.
Experience supporting sales opportunities, client retention initiatives, recordkeeper searches, mergers and acquisitions, or complex plan transitions.
Experience leading process improvements or cross-functional service initiatives.

Responsibilities

Serve as the strategic relationship lead for complex, high-value, and high-retention-risk retirement plan clients, taking accountability for client strategy, service quality, and long-term relationship outcomes.
Lead advanced plan reviews and strategic discussions involving investment performance, fee benchmarking, plan design, fiduciary governance, vendor performance, participant outcomes, and regulatory developments.
Develop and execute multi-year service strategies for complex plans, aligning internal resources and client priorities to measurable plan and participant objectives.
Lead complex projects, including recordkeeper searches and transitions, plan mergers and acquisitions, advanced plan design changes, governance enhancements, target date fund analyses, and remediation of significant service or compliance issues.
Navigate ambiguous or high-impact client situations, coordinate specialized resources, evaluate alternatives, and provide clear recommendations and escalation paths.
Represent IMA Retirement in executive and committee presentations, sales finalist meetings, rebid opportunities, and other high-stakes client discussions.
Build partnerships with advisors, investment specialists, compliance resources, recordkeepers, third-party administrators, payroll providers, Employee Benefits partners, and other stakeholders to deliver integrated solutions.
Mentor Retirement Plan Managers and Retirement Plan Specialists, provide work direction and quality review, and support technical, consultative, and client leadership development.
Serve as a subject-matter resource for retirement plan operations, fiduciary processes, plan design, vendor management, and client service best practices.
Identify systemic service opportunities and lead cross-functional initiatives that improve scalability, consistency, efficiency, and the client experience.
Maintain current knowledge of ERISA requirements, industry developments, investments, and retirement plan best practices, and translate developments into actionable guidance.
Occasionally travel to client sites for relationship management, presentations, education, sales support, and strategic planning sessions.
Support and demonstrate IMA’s core values.
Value and understand the importance of diversity, equity, and inclusion among all IMA associates.