Senior Enterprise Client Advisor – Benefits & Strategy

imafinancialgroup; Denver (CO); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Sabbatical

Job summary

IMA Financial Group, Inc. seeks a senior leader to manage enterprise‑level client engagements, driving complex funding and service models while acting as a trusted advisor throughout the client lifecycle.

You will steer business development within the Employee Benefits domain, maintain carrier relationships, and influence market‑level benefits strategy. Mentorship and staff development are key components of this role.

Qualifications

• Active Life & Health License (required).
• 8+ years relevant experience in enterprise client settings.
• Advanced Excel and deep knowledge of self-funding, captives and alternative funding strategies.
• Market-facing SME capable of informing strategy through industry insight.

Responsibilities

• Oversee a highly complex book of business with enterprise clients and high revenue.
• Act as trusted advisor to key client stakeholders throughout the lifecycle.
• Drive business development and prospect strategy for Employee Benefits.
• Maintain networks with carriers and clients to shape market-level benefits strategy.
• Coach and develop staff to ensure growth and engagement.

Skills

Enterprise-level engagements

Executive advisory

Business development

Team leadership

Emotional intelligence

Education

Active Life & Health License

Tools

Advanced Excel

Self-funding / captives

Alternative funding strategies

Job description

IMA Financial Group, Inc. seeks a senior leader to manage enterprise‑level client engagements, driving complex funding and service models while acting as a trusted advisor throughout the client lifecycle.

You will steer business development within the Employee Benefits domain, maintain carrier relationships, and influence market‑level benefits strategy. Mentorship and staff development are key components of this role.