National Growth Leader - IMA Retirement

Essential job responsibilities include but are not limited to:

1. Drive rapid and consistent growth in retirement plan revenues

• Formulate and implement a strategy to recruit or acquire experienced Retirement Plan Advisors in all markets where IMA has a significant Employee Benefits presence
• Recruit and develop Associate Retirement Plan Advisors to build bench strength, capacity, and collaboration in established retirement plan markets
• Design and implement strong sales management practices (e.g., CRM usage, pipeline development/management, best practice sharing, etc.

2. Promote increased profitability in the Retirement business

• Design and implement disciplined pricing practices across all plan sizes and markets
• Ensure client proposals align with pricing approach and levels
  (e.g., participant-level commitments, in-person meeting requirements)

3. Serve as an internal ambassador to the IMA community, creating visibility for the business and drive collaboration on client opportunities in both directions

• Proactively represents the Retirement business across the IMA ecosystem, identifying and leveraging opportunities to embed retirement plans in the minds and operations of IMA’s insurance and employee benefit businesses
• Drive collaboration with key stakeholders related to the Retirement business
  (e.g., Marketing, Compliance, Investments, Ops/Tech, Private Equity and M&A practice)

4. Promote collaboration between Retirement and Private Wealth to identify and capture opportunities to serve retirement plan participants on their personal financial needs

• Ensure Retirement Plan Advisors create client relationships that facilitate effective and efficient interactions with participants around financial education and engagement
• Work with IMA Private Wealth to design and implement mechanisms to identify, qualify, and introduce prospective Private Wealth clients from within plan participant ranks

5. Create a culture of compliance to minimize the risk of regulatory issues

• Work with Compliance, Operations, and Technology to design, implement, and enforce practices that keep the Retirement business on sound regulatory footing
• Regularly reinforce the importance of compliance in the normal course of business

6. Support and demonstrate IMA’s core values

• Reinforce the importance of diversity, equity, and inclusion among all IMA associates
• Perform other work-related duties as assigned.

 Required Experience and Skills include but are not limited to:

• Bachelor’s degree required; MBA or advanced technical degree preferred
• FINRA Series 65 required (additional licensing may be needed)
• 15+ years’ experience in retirement plan industry required
• Demonstrated ability to recruit, acquire, and grow retirement plan advisors and practices
• Prior experience with RPAG and Salesforce platforms strongly preferred
• High levels of ethical behavior in accordance with professional and industry standards
• Ability to foster positive interactions between associates; acts as an example for others
• Strong communication skills, including the ability to effectively formulate and communicate a strategic vision for the growth of the Retirement business
• Critical thinking and problem solving with high degree of self-direction and attention to detail
• Moderate to significant travel for recruiting activities and in-person coaching/leadership of a national team

#LI-AG1

The anticipated posting timeline for this opportunity is 5/22/2026-6/22/2026.