Senior Strategic Client Advisor

IMA Financial Group; Birmingham (AL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Birmingham, AL seeks a Client Manager to oversee a high-revenue, strategically significant book of business, delivering high-touch advisory service and mentoring staff.

You will drive client lifecycle management, support escalated issues, lead complex renewals and funding strategies, and partner with Producers to optimize service for key accounts.

This role emphasizes collaboration, analytical thinking, and enduring client relationships.

Qualifications

• Active Life & Health License
• 5+ years relevant experience
• Self-funding experience
• Strong market insight – with ability to leverage to support client strategy and segment-specific needs

Responsibilities

• Oversees a high-revenue, strategically significant book of business with high-touch service.
• Drives expert client lifecycle management, including escalated issue resolution and advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long-term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.

Skills

Communication skills

Analytical thinking

Conflict management

Systems thinking

Market insight

Education

Active Life & Health License

Job description

IMA Financial Group in Birmingham, AL seeks a Client Manager to oversee a high-revenue, strategically significant book of business, delivering high-touch advisory service and mentoring staff.

You will drive client lifecycle management, support escalated issues, lead complex renewals and funding strategies, and partner with Producers to optimize service for key accounts.

This role emphasizes collaboration, analytical thinking, and enduring client relationships.