Senior Retirement Plan Strategy Lead — Flexible Work

IMA Financial Group; Atlanta (GA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Annual bonus

Stock purchase plan

Medical plans

Dental

Job summary

IMA Financial Group seeks a Senior Retirement Plan Manager to lead strategic client relationships and guide complex, high-value employer-sponsored retirement plans. You will oversee plan design, fiduciary governance, vendor management, and regulatory considerations while mentoring junior team members and driving service delivery excellence.

The role demands advanced judgment, cross-functional leadership, and the ability to translate evolving ERISA guidance into actionable client outcomes, with

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.

Responsibilities

• Serve as the strategic relationship lead for complex retirement plan clients, accountable for client strategy and long-term relationship outcomes.
• Lead advanced plan reviews and strategic discussions involving investment performance, plan design, governance, and regulatory developments.
• Develop and execute multi-year service strategies for complex plans aligning resources with client priorities.
• Lead projects such as recordkeeper searches, plan mergers, and complex plan transitions.
• Navigate high-impact client situations, coordinate resources, evaluate options, and provide clear recommendations.
• Represent IMA Retirement in executive and committee presentations and sales opportunities.
• Mentor Retirement Plan Managers and Specialists, provide direction and quality review.

Skills

Client strategy

Team leadership

Project management

Mentoring staff

Education

Bachelor’s degree

Job description

IMA Financial Group seeks a Senior Retirement Plan Manager to lead strategic client relationships and guide complex, high-value employer-sponsored retirement plans. You will oversee plan design, fiduciary governance, vendor management, and regulatory considerations while mentoring junior team members and driving service delivery excellence.

The role demands advanced judgment, cross-functional leadership, and the ability to translate evolving ERISA guidance into actionable client outcomes, with