Senior Client Partner: High-Impact, Flexible, Ownership

IMA Financial Group; Bellevue (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

Dental Insurance

Vision Insurance

401(k)

Job summary

IMA Financial Group is seeking an experienced Client Manager to oversee highly complex client relationships and deliver high-touch advisory services. The role leads complex engagements, mentors staff, and supports market-level initiatives, collaborating with Producers on prospect support and service optimization.

It also drives complex renewals and funding strategies for key accounts. The candidate will coach Client Managers and support staff, leveraging strong communication, analytical

Qualifications

• 5+ years of relevant experience.
• Active Life & Health License required.
• Self-funding experience is preferred.
• Strong market insight to support client strategy.

Responsibilities

• Oversees complex client relationships and high-touch advisory service.
• Leads complex engagements and mentors staff.
• Collaborates with Producers on prospect support and service optimization.
• Leads complex renewals, funding strategies, and vendor negotiations.
• Coaches and mentors Client Managers and support staff.

Skills

5+ years experience

Analytical thinking

Oral & written communication

Conflict management

Systems thinking

Education

Active Life & Health License

Tools

OE guide applications

Job description

IMA Financial Group is seeking an experienced Client Manager to oversee highly complex client relationships and deliver high-touch advisory services. The role leads complex engagements, mentors staff, and supports market-level initiatives, collaborating with Producers on prospect support and service optimization.

It also drives complex renewals and funding strategies for key accounts. The candidate will coach Client Managers and support staff, leveraging strong communication, analytical