Retirement Plan Manager
IMA Financial GroupDallas, Texas, United States • Denver, Colorado, United States
Posted May 18, 2026
75000 - 100000 USD
Full Time
About the Company
IMA has built a reputation for putting its associates first, providing support systems and resources to enable each associate to focus on what they do best.
Job Description
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.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years related experience in the retirement plan industry
- Maintains FINRA Series 65 or attains within 90 days of employment
- Project management skills
- Account management skills
Benefits
- 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
- Well-Being Stipend
- Personal and Professional Development