Senior Client Strategy Lead – High-Impact Accounts

IMA Financial Group, Inc.; Saint Petersburg (FL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Gift Matching

Job summary

IMA Financial Group, Inc. is seeking a Client Relationship Manager in Saint Petersburg, Florida. This position requires overseeing complex client relationships while delivering high-touch advisory service. The ideal candidate will have over 5 years of relevant experience, an Active Life & Health License, and strong analytical skills.

Benefits include comprehensive medical plans, performance bonuses, paid holidays, and flexible work options. This role entails significant responsibility in client lifecycle management and mentoring of junior staff.

Qualifications

• 5+ years relevant experience in managing complex client relationships.
• Active Life & Health License is required.
• Experience with self-funding models and client strategy.

Responsibilities

• Manage high-revenue, complex client accounts.
• Drive client lifecycle management and issue resolution.
• Collaborate on service optimization and strategic initiatives.

Skills

Oral communication

Written communication

Analytical thinking

Conflict management

Systems thinking

Education

Active Life & Health License

5+ years relevant experience

Tools

OE guide applications

Job description

IMA Financial Group, Inc. is seeking a Client Relationship Manager in Saint Petersburg, Florida. This position requires overseeing complex client relationships while delivering high-touch advisory service. The ideal candidate will have over 5 years of relevant experience, an Active Life & Health License, and strong analytical skills.

Benefits include comprehensive medical plans, performance bonuses, paid holidays, and flexible work options. This role entails significant responsibility in client lifecycle management and mentoring of junior staff.