SVP of Investments - IMA Private Wealth and Retirement
What You'll DoEssential 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 interestDrives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clientsPrimary resource for Private Wealth Advisors and service team members on all investment topicsOversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment optionsAccountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clientsIdentifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth businessCollaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platformsSupports a culture of compliance with strong investment processes and thorough documentation of investment-related decisionsTravels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new marketsProgresses 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 growthTrainingWorks 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 contentOnboards new Private Wealth Advisors and teams to investment platformPrimary resource for investment-related questions and solutionsActs as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectivesAnalysisConducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectivesResearches and recommends new investment platform options and coordinates resulting implementationContinuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performanceReporting Client, Advisor and Department levelGenerates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision supportAssists Private Wealth and Retirement teams with client-specific reports and requests related to investmentsDrives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investmentsYou Should Have:
Required Experience and Skills include but are not limited to:
Bachelor's degree and Chartered Financial Analyst designation required10-15 years' experience in wealth management industry, working directly with Private Wealth Advisors to construct and evolve client portfoliosPrior experience with the Envestnet platform strongly preferredDemonstrates high levels of ethical behavior in accordance with professional and industry standardsFosters positive interactions between associates; acts as an example for othersStrong communication skills, including the ability to effectively communicate investment information to a non-technical audience and to tailor communications with appropriate context for clientsCritical thinker and problem solver with high degree of self-direction and attention to detailSupports and demonstrates IMA's core valuesValues 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 firstWhat 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 teamWe 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 category2021 Inc. 5000's List of Fastest Growing Companies 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Puget Sound Business Journal's Washington's Best Workplaces2021 Los Angeles Business Journal's Best Places to Work2021 Denver Business Journal's Best Places to Work2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in Alaska2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2021 Wichita Business Journal's Fastest Growing Companies List2020 Business Insurance Magazine Best Places to Work in InsuranceJob SummaryJob ID:
2024-4217Estimated Salary: $20 to $28 per hour based on qualifications.
Serves as investment head for Private Wealth and Retirement; Supports Retirement Plan Advisors and clients; Collaborates with Syntrinsic research team on areas of common interestDrives strategic direction of the Private Wealth investment platform - sourcing, implementing, and evolving investment options to enable Advisors to serve their clientsPrimary resource for Private Wealth Advisors and service team members on all investment topicsOversees Retirement investment lineup, leveraging 3rd party research to evolve approved list of investment optionsAccountable for the creation and delivery of macro/capital market updates for Private Wealth and Retirement plan clientsIdentifies, vets, selects, and manages 3rd party investment partners to support the Private Wealth businessCollaborates with Director of Operations to ensure seamless integration of Private Wealth investment options into RIA technology platformsSupports a culture of compliance with strong investment processes and thorough documentation of investment-related decisionsTravels to existing IMA offices as required to build relationships and support teams, and extends/expands investment infrastructure to new marketsProgresses 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 growthTrainingWorks 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 contentOnboards new Private Wealth Advisors and teams to investment platformPrimary resource for investment-related questions and solutionsActs as liaison between 3rd party partners and Advisors/service teams to facilitate and implement workable solutions to meet client investment objectivesAnalysisConducts periodic analysis of Private Wealth and Retirement client accounts to identify potential misalignment of investment portfolios and objectivesResearches and recommends new investment platform options and coordinates resulting implementationContinuously analyzes performance of funds/managers and adapts investment options, in collaboration with Private Wealth Advisors, to enable optimized performanceReporting Client, Advisor and Department levelGenerates periodic and ad hoc reports on investment performance for clients, Advisors, RIA and IMA Advisors management, and general business decision supportAssists Private Wealth and Retirement teams with client-specific reports and requests related to investmentsDrives business analytics on entire RIA book of business to identify trends, concerns and opportunities related to investmentsYou Should Have:
Required Experience and Skills include but are not limited to:
Bachelor's degree and Chartered Financial Analyst designation required10-15 years' experience in wealth management industry, working directly with Private Wealth Advisors to construct and evolve client portfoliosPrior experience with the Envestnet platform strongly preferredDemonstrates high levels of ethical behavior in accordance with professional and industry standardsFosters positive interactions between associates; acts as an example for othersStrong communication skills, including the ability to effectively communicate investment information to a non-technical audience and to tailor communications with appropriate context for clientsCritical thinker and problem solver with high degree of self-direction and attention to detailSupports and demonstrates IMA's core valuesValues 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 firstWhat 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 teamWe 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 category2021 Inc. 5000's List of Fastest Growing Companies 2021 Wichita Business Journal's Best Places to Work, #1 in extra-large category2021 Puget Sound Business Journal's Washington's Best Workplaces2021 Los Angeles Business Journal's Best Places to Work2021 Denver Business Journal's Best Places to Work2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in Alaska2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2021 Wichita Business Journal's Fastest Growing Companies List2020 Business Insurance Magazine Best Places to Work in InsuranceJob SummaryJob ID:
2024-4217Estimated Salary: $20 to $28 per hour based on qualifications.
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