Director of Financial Strategy - Employee Benefits
IMA Financial Group(1 month ago)
About this role
This senior role leads IMA’s financial strategy function, overseeing regional teams and setting national servicing standards for complex client books. The position shapes analytic solutions and strategic direction for the benefits division, partners with market and national leadership, and drives service and product improvements. The leader also mentors staff, supports professional development, and represents the team in carrier and vendor relationships.
Required Skills
- People Management
- Leadership
- Financial Analysis
- Underwriting
- Benchmarking
- Data Analysis
- Excel
- Presentation
- Communication
- Mentoring
+5 more
Qualifications
- Bachelor's Degree Preferred
- Life and Health License
About IMA Financial Group
imacorp.comIMA Financial Group is an employee-owned insurance and financial services firm that provides insurance, employee benefits, and wealth management solutions. The company combines industry expertise with consultative advisory services to help organizations and individuals manage risk, design benefits programs, and pursue long-term financial goals. Backed by 100% employee ownership, IMA emphasizes client-focused, customized solutions and long-term relationships across insurance, benefits, and wealth management.
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