- Manage client relationships, process client requests, and ensure key client information is up to date
- Schedule and facilitate various presentations, including enrollment meetings, financial education sessions, and plan reviews with the committee
- Collaborate with Retirement Plan Advisor to make strategic recommendations and implement plan enhancements
- Demonstrate expertise in ERISA laws and guidelines
- Drive client retention through annual plan reviews and proactive client communication
- Promote new products and services to plan sponsors
- Engage in training opportunities to stay updated on industry trends and internal policies
- Support and embody IMA's core values with a focus on diversity, equity, and inclusion
- Bachelor's degree
- 7+ years of experience in the retirement plan industry
- Life Insurance and Variable Contracts licenses (to be obtained within 30-90 days of hire if not already licensed)
- Preferred FINRA Series 7 & 66 certifications
- Preferred AIF designation
- Some travel required
- Proficiency in MS Office products
- Annual Performance Bonus
- Stock Purchase
- Medical Plans
- Dental and Vision Coverage
- Family Assistance Programs
- Retirement options such as 401(k)
- Life/AD&D and Disability Coverage
- And more!
- Named Best Places to Work by various publications
- Consistent growth and community-minded initiatives
-
Manager of Financial Planning
1 week ago
Crossroads Denver, United States Full timeCrossroads Treatment Centers is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. · Crossroads is a leading addiction treatment provider of outpatient medication-assisted treatment (MAT). We treat pa ...
-
Program Manager – Business Continuity Planning
3 weeks ago
Gibson, Dunn & Crutcher LLP Denver, United StatesGibson Dunn is a leading global law firm, advising clients on significant transactions and disputes. Our exceptional teams craft and deploy creative legal strategies that are meticulously tailored to every matter, however complex or high-stakes. The firm's work is distinguished b ...
-
Landscape Architect/Planning Project Manager
3 weeks ago
Galloway & Company, Inc. Denver, United States PermanentCollaboration, valuing people, and building community are a few of our most treasured values here at Galloway. We continually strive to provide an exceptional environment that fosters our purpose of "enriching people's passions". With our technical trainers, Associate Program, an ...
-
Field Maintenance Planning Manager
3 days ago
United Airlines Denver, United States· There's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the history of aviation. Our shared purpose - Connecting People, Uniting the World - is about more than getting people from one place to another. It also means ...
-
Transmission Planning Project Manager
2 weeks ago
Burns & McDonnell Denver, United StatesThe Transmission Planning Project Manager will support a broad range of studies and other consulting services to support power delivery utilities to make decisions backed by business and engineering analysis. The Transmission System Planning Project Manager will perform transmiss ...
-
Field Maintenance Planning Manager
1 day ago
United Airlines, Inc. Denver, United States· . The Field Maintenance Planning Manager reports directly to the Sr. Manager of Field Maintenance Planning. This position is responsible for leading the regional field planning teams who oversee all scheduled and unscheduled maintenance requirement Manager, Maintenance, Planni ...
-
Sr Manager, Subscriber Planning
1 week ago
Blackwomenintech Denver, United StatesComcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wi ...
-
Transmission Planning Project Manager
2 weeks ago
Burns & McDonnell Denver, United States**Description** · The Transmission Planning Project Manager will support a broad range of studies and other consulting services to support power delivery utilities to make decisions backed by business and engineering analysis. The Transmission System Planning Project Manager wil ...
-
Senior Retirement Plan Manager
1 day ago
IMA Financial Group Denver, United StatesWhat Youll Do: Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date · Schedules, prepares for, and facilitates presentations. Presentations may include enrollm ...
-
Klaviyo Denver, United StatesAt Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditi ...
-
Senior Manager, Health Plan Partnerships
2 weeks ago
Oak HC/FT Denver, United StatesMaven is looking for a Senior Partnerships Manager who will drive business growth, client satisfaction, and operational excellence through Mavens health plan and channel partners. The Senior Partnerships Manager will play a critical role in enabling and managing Mavens ongoing re ...
-
Business Marketing Manager, Pricing and Planning
2 weeks ago
Western Digital Capital Denver, United StatesBusiness Marketing Manager, Pricing and Planning · Full-time · Job Type (exemption status): Exempt position - Please see related compensation & benefits details below · Salary Range: 96, ,600.00 · Business Function: Business Marketing · At Western Digital, our vision is to power ...
-
Landscape Architect/Planning Project Manager
2 days ago
Galloway & Company, Inc. Denver, United StatesCollaboration, valuing people, and building community are a few of our most treasured values here at Galloway. We continually strive to provide an exceptional environment that fosters our purpose of "enriching people's passions". With our technical trainers, Associate Program, an ...
-
Senior Manager, Health Plan Partnerships
3 weeks ago
Oak HC/FT Denver, United StatesMaven is looking for a Senior Partnerships Manager who will drive business growth, client satisfaction, and operational excellence through Maven's health plan and channel partners. The Senior Partnerships Manager will play a critical role in enabling and managing Maven's ongoing ...
-
Landscape Architect/Planning Project Manager
2 days ago
Galloway & Company, Inc. Denver, United StatesJob Description · Job DescriptionCollaboration, valuing people, and building community are a few of our most treasured values here at Galloway. We continually strive to provide an exceptional environment that fosters our purpose of "enriching people's passions". With our technica ...
-
Event Planning Manager
4 weeks ago
HYATT Hotels Denver, United StatesSummary: · When you stay at a Thompson Hotel, you are welcomed as a resident.With intuitive service, each guest is provided a tailored experience, enhancing personal travel journeys and bridging connections to the local perspective. Our hotels are located in timeless destinations ...
-
Event Planning Manager
3 weeks ago
Thompson Denver Denver, United StatesWhen you stay at a Thompson Hotel, you are welcomed as a resident. With intuitive service, each guest is provided a tailored experience, enhancing personal travel journeys and bridging connections to the local perspective. Our hotels are located in timeless destinations, creating ...
-
Planning and Development Manager
1 week ago
Eagle Valley Transportation Authority Englewood, United StatesJob Description · Job DescriptionDescription:Destination Ahead: Master the Big Picture as Our Planning & Development Manager · In this role you will manage multi-modal transportation planning, implementation, analysis and outreach efforts, with a · special focus on public transi ...
-
Senior Retirement Plan Manager
3 weeks ago
IMA Financial Group Denver, United StatesManages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date · Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, f ...
-
Field Maintenance Planning Manager
1 month ago
United Airlines Denver, United States· Job Description - Field Maintenance Planning Manager (DEN · There's never been a more exciting time to join United Airlines. We're on a path towards becoming the best airline in the history of aviation. Our shared purpose – Connecting People, Uniting the World – is about more ...
Senior Retirement Plan Manager - Denver, United States - IMA Financial Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Join our Team at IMA Financial Group!
Required Skills
Experience the Benefits at IMA Financial Group
Compensation & Benefits
As part of IMA, you will enjoy a comprehensive benefits package designed to enhance your life and well-being. Our offerings include:
Why Choose IMA?
Put Associates First: At IMA, you are a crucial part of a growing company where relationships matter, benefits are competitive, and ownership is possible.
Team-oriented Culture: We believe in teamwork, support, and collaboration to achieve success together.
National Recognition: Join a company nationally recognized as a leader in the industry.