Retirement Plan Manager

Imafinancialgroup

Wichita, KS, United States
**
Strategic guidance on investment selection
Plan design optimization
Fiduciary oversight
** The Retirement Plan Manager at IMA Financial Group in Wichita, KS, is responsible for providing strategic guidance to employer-sponsored retirement plan clients, focusing on investment selection, plan design, and fiduciary oversight. The role requires a deep understanding of the retirement plan industry and regulatory compliance, along with strong project and account management skills. **

Job Summary

  • The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients, delivering strategic guidance on investment selection, plan design optimization, and fiduciary oversight.
  • Essential Responsibilities include serving as the primary contact to retirement plan clients, conducting comprehensive plan reviews, and collaborating with internal specialists to implement plan enhancements.
  • IMA offers a valuable benefits and rewards package designed to benefit you, your family, and your life, including an annual performance bonus, stock purchase, and robust health and wellness benefits.

Matching Summary

Match Score: 75

** The Retirement Plan Manager at IMA Financial Group in Wichita, KS, is responsible for providing strategic guidance to employer-sponsored retirement plan clients, focusing on investment selection, plan design, and fiduciary oversight. The role requires a deep understanding of the retirement plan industry and regulatory compliance, along with strong project and account management skills. **

Skills & Requirements

Must-have

  • Strategic guidance on investment selection
  • Plan design optimization
  • Fiduciary oversight
  • ERISA regulations knowledge
  • Client meeting leadership
  • Proactive consultation

Nice-to-have

  • Entrepreneurial company culture
  • Team-oriented work environment
  • Commitment to diversity and inclusion

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2+ years in retirement plan industry
  • FINRA Series 65 or obtain within 90 days
  • Project management skills
  • Account management skills

Work Rights

Not specified

Tailored Resume

Cover Letter