Risk Manager
Company: IMA Financial Group
Location: Dallas
Posted on: April 30, 2024
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Job Description:
What You'll Do Essential job responsibilities include but are
not limited to: Serves as investment head for Private Wealth and
Retirement; Supports Retirement Plan Advisors and clients;
Collaborates with Syntrinsic research team on areas of common
interest Drives strategic direction of the Private Wealth
investment platform - sourcing, implementing, and evolving
investment options to enable Advisors to serve their clients
Primary resource for Private Wealth Advisors and service team
members on all investment topics Oversees Retirement investment
lineup, leveraging 3 rd party research to evolve approved list of
investment options Accountable for the creation and delivery of
macro/capital market updates for Private Wealth and Retirement plan
clients Identifies, vets, selects, and manages 3 rd party
investment partners to support the Private Wealth business
Collaborates with Director of Operations to ensure seamless
integration of Private Wealth investment options into RIA
technology platforms Supports a culture of compliance with strong
investment processes and thorough documentation of
investment-related decisions Travels to existing IMA offices as
required to build relationships and support teams, and
extends/expands investment infrastructure to new markets Progresses
role in conjunction with firm growth, and provides ongoing
assessment of operational resource requirements (i.e., largely an
individual contributor on day one, potentially evolving into team
leader over time) Works collaboratively with IMA Advisors
management to identify division-wide opportunities and to support
growth Training Works with 3rd party partners and end-users to
assess and deliver investment-related training programs in
multimedia formats; develops and maintains investment-related
training courses and content Onboards new Private Wealth Advisors
and teams to investment platform Primary resource for
investment-related questions and solutions Acts as liaison between
3rd party partners and Advisors/service teams to facilitate and
implement workable solutions to meet client investment objectives
Analysis Conducts periodic analysis of Private Wealth and
Retirement client accounts to identify potential misalignment of
investment portfolios and objectives Researches and recommends new
investment platform options and coordinates resulting
implementation Continuously analyzes performance of funds/managers
and adapts investment options, in collaboration with Private Wealth
Advisors, to enable optimized performance Reporting Client, Advisor
and Department level Generates periodic and ad hoc reports on
investment performance for clients, Advisors, RIA and IMA Advisors
management, and general business decision support Assists Private
Wealth and Retirement teams with client-specific reports and
requests related to investments Drives business analytics on entire
RIA book of business to identify trends, concerns and opportunities
related to investments You Should Have: Required Experience and
Skills include but are not limited to: Bachelor's degree and
Chartered Financial Analyst designation required 10-15 years'
experience in wealth management industry, working directly with
Private Wealth Advisors to construct and evolve client portfolios
Prior experience with the Envestnet platform strongly preferred
Demonstrates high levels of ethical behavior in accordance with
professional and industry standards Fosters positive interactions
between associates; acts as an example for others Strong
communication skills, including the ability to effectively
communicate investment information to a non-technical audience and
to tailor communications with appropriate context for clients
Critical thinker and problem solver with high degree of
self-direction and attention to detail Supports and demonstrates
IMA's core values Values and understands the importance of
diversity, equity, and inclusion among all IMA Associates #LI-JK1
Compensation & Benefits Being a part of IMA has its benefits. When
you become part of the IMA family, you become eligible to take part
in our valuable benefits and rewards package designed to benefit
you, your family, and your life. Our plans are cost-effective,
convenient and provide progressive ways for staying healthy,
protecting loved ones, pursuing financial security and living a
full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans,
Prescription Drugs, Dental, Vision, Family Assistance Program, FSA,
HSA, Paid 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, Gym, Health Club Reimbursement, Personal and
Professional Development. In addition to our robust benefits
package, the hiring range for this position for the state of
Colorado is esteimated to be $160,000 - $196,000 base salary. While
this is the targeted range, final offer amounts will depend on a
variety of factors, including the candidate's geographic location,
prior relevant experience, and their knowledge, skills, and
abilities. Why Join IMA? We've built a reputation for putting our
associates first What if we told you that you could be an integral
part of an entrepreneurial, expanding company, develop lasting
relationships, earn competitive benefits, plus claim part
ownership? It's this unique ownership business model that makes
working at IMA so appealing. We work in teams. We sell in teams. We
win and prosper as a team We provide support systems and resources
that enable each of our associates to focus on what they do best.
And as an independent company based in the Midwest, we're big
enough to write business all over the world and small enough to
implement your ideas quickly. We are recognized nationally as a
leader in our industry. 2021 Business Insurance Magazine Best
Places to Work in Insurance, #1 in large category 2021 Inc. 5000's
List of Fastest Growing Companies 2021 Wichita Business Journal's
Best Places to Work, #1 in extra-large category 2021 Puget Sound
Business Journal's Washington's Best Workplaces 2021 Los Angeles
Business Journal's Best Places to Work 2021 Denver Business
Journal's Best Places to Work 2021 Dallas Business Journal's Best
Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in
Alaska 2021 Civic 50 Colorado Honoree Recognizing 50 Most
Community-Minded Companies 2021 Wichita Business Journal's Fastest
Growing Companies List 2020 Business Insurance Magazine Best Places
to Work in Insurance Employment Type: Full Time
Keywords: IMA Financial Group, Irving , Risk Manager, Executive , Dallas, Texas
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