Senior Retirement Plan Leader: Strategy & Client Growth

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Job summary

IMA Financial Group, Inc. in Wichita, KS seeks a Senior Retirement Plan Manager to lead complex employer-sponsored retirement plan relationships and guide strategy across investments, design, and fiduciary governance.

You will mentor managers, manage multi-year service strategies, and collaborate with advisors, recordkeepers, and compliance teams to drive client outcomes and scalable service.

This role travels occasionally and participates in high-stakes discussions to ensure excellent outcomes.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 8+ years related experience in the retirement plan industry.
• Retirement Plan Manager or Equivalent Experience.
• Demonstrated experience leading client strategy, complex projects, executive-level meetings, and high-impact issue resolution.
• Demonstrated experience mentoring staff and providing work direction.
• Maintains FINRA Series 65 or attains within 90 days of employment.
• Advanced Project Management and account management skills.
• Preferred: Retirement Plan certifications such as AIF, CRPS, CPFA, CFP.

Responsibilities

• Serve as strategic relationship lead for complex, high-value retirement plan clients.
• Lead advanced plan reviews and strategic discussions involving investment performance, fee benchmarking, plan design, fiduciary governance, vendor performance, participant outcomes, and regulatory developments.
• Develop and execute multi-year service strategies for complex plans, aligning internal resources and client priorities to measurable plan and participant objectives.
• Lead complex projects such as recordkeeper searches and transitions, plan mergers and acquisitions, advanced plan design changes, governance enhancements, target date fund analyses, and remediation of significant service or compliance issues.
• Navigate ambiguous or high-impact client situations, coordinate specialized resources, evaluate alternatives, and provide clear recommendations and escalation paths.
• Represent IMA Retirement in executive and committee presentations, sales finalist meetings, rebid opportunities, and other high-stakes client discussions.
• Build strong partnerships with advisors, investment specialists, compliance resources, recordkeepers, third-party administrators, payroll providers, Employee Benefits partners, and other stakeholders to deliver integrated solutions.
• Mentor Retirement Plan Managers and Retirement Plan Specialists, provide work direction and quality review, and support technical, consultative, and client leadership development.
• Serve as a subject-matter resource for retirement plan operations, fiduciary processes, plan design, vendor management, and client service best practices.
• Identify systemic service opportunities and lead cross-functional initiatives that improve scalability, consistency, efficiency, and the client experience.
• Maintain current knowledge of ERISA requirements, industry developments, investments, and retirement plan best practices and translate developments into actionable guidance.
• Occasionally travel to client sites for relationship management, presentations, education, sales support, and strategic planning sessions.
• Support and demonstrate IMA’s core values.
• Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

Skills

Client strategy

Advanced project management

Mentoring staff

Account management

Education

Bachelor's degree or equivalent combination of education and relevant experience

Job description

IMA Financial Group, Inc. in Wichita, KS seeks a Senior Retirement Plan Manager to lead complex employer-sponsored retirement plan relationships and guide strategy across investments, design, and fiduciary governance.

You will mentor managers, manage multi-year service strategies, and collaborate with advisors, recordkeepers, and compliance teams to drive client outcomes and scalable service.

This role travels occasionally and participates in high-stakes discussions to ensure excellent outcomes.