Senior Strategic Client Advisor

IMA Financial Group; Petersburg (VA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Job summary

IMA Financial Group in the United States seeks a Senior Client Manager to oversee highly complex client relationships and provide high-touch advisory services. You will lead complex engagements, mentor staff, and partner with producers to support strategic initiatives and renewal strategies across key accounts.

You will manage a high-revenue book, apply self-funded or custom funding models, resolve escalations, and drive process improvements.

Qualifications

• Active Life & Health License.
• 5+ years relevant experience.
• Self-funding experience.
• Technical application skills: OE guide applications.
• Strong market insight – leverage for client strategy and segment needs.

Responsibilities

• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book with complex funding models.
• Drives expert client lifecycle management, including escalated issue resolution and strategic 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

5+ years experience

Self-funding experience

Market insight

OE guide applications

Communication skills

Systems thinking

Education

Life & Health License

Tools

OE guide applications

Job description

IMA Financial Group in the United States seeks a Senior Client Manager to oversee highly complex client relationships and provide high-touch advisory services. You will lead complex engagements, mentor staff, and partner with producers to support strategic initiatives and renewal strategies across key accounts.

You will manage a high-revenue book, apply self-funded or custom funding models, resolve escalations, and drive process improvements.