Enterprise Client Executive & Growth Lead

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

IMA Financial Group, Inc. seeks a senior leader to oversee enterprise-level client engagements and serve as a trusted executive advisor in launching complex funding and service models. The role drives business development, mentors teams, and maintains key carrier relationships to shape strategic benefits programs.

The position focuses on enterprise client impact, cross-functional collaboration, and top-line growth within the Employee Benefits space.

Qualifications

• 8+ years relevant experience; experience leading a team preferred.
• Expert level fluency in self-funding, captives and alternative funding strategies

Responsibilities

• Lead enterprise-level, high-visibility client engagements with complex funding and service models.
• Advise as trusted executive advisor, drive business development and lead teams with market/enterprise impact.
• Oversee book of business with enterprise clients and complex funding structures.
• Coach and mentor staff to support growth.
• Maintain networking with carriers and clients.
• Shape market-level and enterprise-level benefits strategy.

Skills

Executive advisory

Business development

Team leadership

Advanced Excel

Education

Active Life & Health License

Tools

Self-funding & captives strategies

Job description

IMA Financial Group, Inc. seeks a senior leader to oversee enterprise-level client engagements and serve as a trusted executive advisor in launching complex funding and service models. The role drives business development, mentors teams, and maintains key carrier relationships to shape strategic benefits programs.

The position focuses on enterprise client impact, cross-functional collaboration, and top-line growth within the Employee Benefits space.