Retirement Plan Manager

Imafinancialgroup

Dallas-Fort Worth, TX, US
Base: $75,000 - $100,000 usd; bonus/equity: not sp...
On-site
Fiduciary oversight expertise
Investment performance analysis
Client relationship management
The Retirement Plan Manager role at IMA Financial Group involves advising employer-sponsored retirement plan clients on investment strategies, plan design, and fiduciary compliance. The position requires industry experience and offers competitive compensation along with a comprehensive benefits package, emphasizing a supportive and team-oriented company culture

Job Summary

  • The Retirement Plan Manager serves as a trusted advisor to employer-sponsored retirement plan clients.
  • This role blends deep industry knowledge with consultative expertise to help plan sponsors achieve their retirement plan goals.
  • Being a part of IMA has its benefits, including a valuable rewards package designed to benefit you and your family.

Matching Summary

Match Score: 85

The Retirement Plan Manager role at IMA Financial Group involves advising employer-sponsored retirement plan clients on investment strategies, plan design, and fiduciary compliance. The position requires industry experience and offers competitive compensation along with a comprehensive benefits package, emphasizing a supportive and team-oriented company culture.

Salary

Base: $75,000 - $100,000 USD; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Fiduciary oversight expertise
  • Investment performance analysis
  • Client relationship management

Nice-to-have

  • Proactive consultation skills
  • Diversity and inclusion values
  • Team collaboration

Key Requirements

  • 2+ years related experience
  • Bachelor's degree or equivalent
  • Maintains FINRA Series 65

Work Rights

Not specified

Tailored Resume

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