# Director, Employee Benefits Financial Strategy at IMA Financial Group

> Remote · United States · Director+ · Other · open. Source: https://alderhq.app/jobs/greenhouse%3Aimafinancialgroup%3A5204546007 (read 2026-11-06).

## Facts (observed)

- Company: [IMA Financial Group](https://alderhq.app/companies/ima-financial-group)
- Location text: Atlanta, GA; Bellevue, WA; Dallas, TX; Denver, CO; New York City, NY; Newton, MA; Pasadena, CA; Pittsburgh, PA; REMOTE; St. Petersburg, FL; Wichita, KS; Atlanta; Bellevue; Dallas-Fort Worth; Denver; Kansas City; Newton; New York City; Pasadena; Pittsburgh; Remote - US; Salt Lake City; St. Petersburg; Wichita
- Where it can be done from (inferred): Remote · United States (evidence: "Location: Atlanta, GA; Bellevue, WA; Dallas, TX; Denver, CO; New York City, NY; Newton, MA")
- Posted: 2026-08-06 (92 days ago)
- First seen by alder: 2026-11-02 · last verified: 2026-11-04
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://imacorp.com/careers/openings/5204546007?gh_jid=5204546007

## Pay and sponsorship

- Posted pay: $200k–$225k per year (from the listing's pay field)
- Market band for similar posted roles (Atlanta, n 52): p25 $155k, median $202k, p75 $227k

## Description (the employer's text)

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

- Supports and demonstrates IMA’s core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- Interacts professionally and timely with clients via email, phone and in-person
### People Management

- Manages regional financial strategy team leads, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
- Coordinates metrics and processes for managing and assigning the overall workload and projects of assigned analysts
- Coordinates staffing plans for assigning clients, working with regional leads to assess workload
- Provides feedback to service team members as needed, in support of their on-going professional development goals to ensure client expectations are met
- Participates in the hiring process for direct reports as well as additional department hires
### National leadership

- Leads national financial strategy servicing meetings, planning training curriculums and communicating information and updates
- Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
- Recognizes opportunities to improve financial strategy service offerings, and implements initiatives to support service improvements
- In all aspects of client relationships, mentors financial strategists to support associate growth and local expertise development
- Interacts with market leaders and national leadership to ensure work quality across all functions
- Implements innovative products and services alongside existing financial strategy processes and service offerings
### Underwriting & Analysis

- Acts as peer review and mentor for a national book of complex self funded, level funded, and fully insured clients, providing both financial reporting and strategic leadership
- Develops and delivers servicing standards related to financial strategy, including but not limited to benchmarking, financial analysis, underwriting projections, contribution analysis, self-funded decision support, and IBNR
- Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with national leadership and strategic partners
### Marketing, renewals, and partnership

- Reviews team needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
- Executes standards processes for financial analysis of marketing offerings including fully insured, TPA, stop loss, and PBM coverages
- Negotiates with national carrier partners based on the targeted goals
- Engages and builds key carrier and vendor relationships
### Presentation

- Determines communication strategy for delivering financial strategy to a diverse book of clients
- Champions new initiatives and growth opportunities to national leadership and market leaders
REQUIRED EXPERIENCE AND SKILLS include but not limited to:

- 10+ years of similar or related experience
- Prefer college graduate, 4-year degree or equivalent experience
- Proficient with MS Office Suites with, with in-depth knowledge of Microsoft Excel
- Managerial or leadership experience
- Attains Life and Health license & maintains through continuing education requirements
- Some travel required (once monthly)
- Responsibility for executing the benefit division’s strategic direction of analytic solutions and tools
- Strong analytical (quantitative and qualitative) abilities
- Identifies modifications to existing methodologies, and implements new initiatives
- Demonstrates ability to manage and mentor experienced professionals
- Responsibility for accuracy of analysis and peer review best practices
- Ability to perform well under pressure, on multiple work streams, and with tight deadlines
- Advanced communication and presentation skills
### COMPETENCIES & TRAITS

- Management/Leadership
- Financial Acumen
- Self-Direction
- Professionalism
- Agility/Flexibility
- Problem Solving
The anticipated posting timeline for this opportunity is 8/05/2026-9/05/2026.

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Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/greenhouse%3Aimafinancialgroup%3A5204546007 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.
