Senior Retirement Plan Manager

Role Summary

: The Senior Retirement Plan Manager is an advanced client strategist and team leader responsible for complex, high-value, and high-retention-risk employer-sponsored retirement plan relationships. Building on successful Retirement Plan Manager experience, this role leads sophisticated plan strategy involving investment oversight, plan design, fiduciary governance, vendor management, regulatory considerations, and participant outcomes.

The Senior Retirement Plan Manager exercises advanced judgment, leads critical client and cross-functional initiatives, mentors developing team members, and helps shape consistent service delivery across IMA Retirement.

Essential Responsibilities include but are not limited to:

Serve as the strategic relationship lead for complex, high-value, and high-retention-risk retirement plan clients, taking accountability for client strategy, service quality, and long-term relationship outcomes.

Lead advanced plan reviews and strategic discussions involving investment performance, fee benchmarking, plan design, fiduciary governance, vendor performance, participant outcomes, and regulatory developments.

Develop and execute multi-year service strategies for complex plans, aligning internal resources and client priorities to measurable plan and participant objectives.

Lead complex projects such as recordkeeper searches and transitions, plan mergers and acquisitions, advanced plan design changes, governance enhancements, target date fund analyses, and remediation of significant service or compliance issues.

Navigate ambiguous or high-impact client situations, coordinate specialized resources, evaluate alternatives, and provide clear recommendations and escalation paths.

Represent IMA Retirement in executive and committee presentations, sales finalist meetings, rebid opportunities, and other high-stakes client discussions.

Build strong partnerships with advisors, investment specialists, compliance resources, recordkeepers, third-party administrators, payroll providers, Employee Benefits partners, and other stakeholders to deliver integrated solutions.

Mentor Retirement Plan Managers and Retirement Plan Specialists, provide work direction and quality review, and support technical, consultative, and client leadership development.

Serve as a subject-matter resource for retirement plan operations, fiduciary processes, plan design, vendor management, and client service best practices.

Identify systemic service opportunities and lead cross-functional initiatives that improve scalability, consistency, efficiency, and the client experience.

Maintain current knowledge of ERISA requirements, industry developments, investments, and retirement plan best practices and translate developments into actionable guidance.

Occasionally travel to client sites for relationship management, presentations, education, sales support, and strategic planning sessions.

Support and demonstrate IMA’s core values.

Value and understand the importance of diversity, equity, and inclusion among all IMA associates.

Qualification:

Required:

Bachelor's degree or the equivalent combination of education and relevant experience

8+ years related experience in the retirement plan industry.

Retirement Plan Manager or Equivalent Experience

Demonstrated experience leading client strategy, complex projects, executive-level meetings, and high-impact issue resolution.

Demonstrated experience mentoring staff and providing work direction.

Maintains FINRA Series 65 or attains within 90 days of employment.

Advanced Project Management and account management skills.

Preferred:

Retirement Plan certifications such as AIF, CRPS, CPFA, CFP

Experience supporting sales opportunities, client retention initiatives, recordkeeper searches, mergers and acquisitions, or complex plan transitions.

Experience leading process improvements or cross-functional service initiatives.