SVP of Investments - IMA Private Wealth and Retirement

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
  1. Drives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clients
  2. Primary resource for Private Wealth Advisors and service team members on all investment topics
  3. Oversees Retirement investment lineup, leveraging 3^rd party research to evolve approved list of investment options
  4. Accountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clients
  5. Identifies, vets, selects, and manages 3^rd party investment partners to support the Private Wealth business
  6. Collaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platforms
  7. Supports a culture of compliance with strong investment processes and thorough documentation of investment-related decisions
  8. Travels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new markets
  9. 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)
  10. Works collaboratively with IMA Advisors management to identify division-wide opportunities and to support growth
• Training
  1. 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
  2. Onboards new Private Wealth Advisors and teams to investment platform
  3. Primary resource for investment-related questions and solutions
  4. Acts as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectives
• Analysis
  1. Conducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectives
  2. Researches and recommends new investment platform options and coordinates resulting implementation
  3. 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
  1. Generates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision support
  2. Assists Private Wealth and Retirement teams with client-specific reports and requests related to investments
  3. Drives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investments

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

 

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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.
 
 

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