The Marketing Strategist, IMA Advisors will spearhead marketing efforts across the IMA Advisors portfolio of businesses, including: IMA Diligence Services, IMA Private Wealth, IMA Retirement, Syntrinsic.
Essential job responsibilities include but are not limited to:
- Brand Leadership
- Develop and execute a unified marketing strategy that differentiates each business line while maintaining consistency under the enterprise (IMA Financial Group) brand.
- Build and manage the firm’s thought leadership platform, including content strategy (white papers, webinars, newsletters, social media, PR).
- Partner with leadership to define target markets, value propositions, and go-to-market strategies for each line of business.
- Sales Enablement
- Develop a deep understanding of IMA Advisors’ target customers, their expectations and needs and create impactful marketing programs based on this insight to support the sales teams of each business unit.
- Implement Account-Based Marketing (ABM) strategies for institutional prospects.
- Track ROI and pipeline contribution of marketing efforts with clear KPIs.
- Regulatory, Compliance & Fiduciary Responsibility
- Partner with the Chief Compliance Officer to ensure all marketing collateral, digital campaigns, and client communications comply with SEC/FINRA/ERISA advertising rules.
- Manage approval workflows for marketing materials, disclosures, and performance advertising.
- Ensure use of testimonials, endorsements, and third-party ratings are compliant under RIA regulations.
- Stay current on RIA, ERISA, and DOL regulatory guidance impacting marketing activities.
You Should Have:
- 8+ years in progressive marketing roles, with preferably at least 5 years working within or supporting a financial advisory business.
- Experience operating in highly regulated industries, preferably financial services
- Extensive experience with tactics in the marketing mix, including hands-on experience with key tooling (Salesforce & Salesforce Marketing Cloud)
- Experience leading and building content marketing, ABM, digital marketing functions built on data-driven decision-making.
- Exceptional research and writing skills; proficiency in strategy development and reporting
- Excellent written and verbal communication skills
- Bachelor’s degree in Marketing, Communications, Finance, or related field.
The anticipated posting timeline for this opportunity is 10/08/2025-11/13/2025.
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Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We’ve built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine’s Best Workplaces
- 2023 Denver Business Journal’s Best Places to Work
- 2022-2023 Connecticut Top Work Places
- 2021-2023 Inc. 5000’s List of Fastest Growing Companies
- 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- 2022-2023 Kansas City Business Journal’s Best Places to Work
- 2021-2023 Charlotte Business Journal’s Best Places to Work
- 2021-2023 Los Angeles Business Journal’s Best Places to Work
- 2021-2023 The Salt Lake City Tribune Top Work Places
- 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
- 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal’s Best Places to Work
- 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
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Company Culture
Change makers. Employee owners.
We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.
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