Compliance National Practice Lead - Employee Benefits

Essential Job Responsibilities

Supports and demonstrates IMA’s core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Determines pathways to effectively monitor and analyze State & Federal regulations impacting employee benefits.
Creates summary communications of regulatory actions to provide internal and external customer education and serves as a liaison with external employee benefit legal resources to secure opinions and clarifications of regulatory guidance as needed.
Leads the development of technical tools, visual aids, and recorded presentations to assist Benefit service teams and clients with benefit compliance needs.
Creates tools and aids focused on precise and effective methods, facilitating efficient communications and practical application for regulatory compliance.
Primary oversight of internal compliance resource systems accessed by Benefit service teams
Maintains, researches, and responds to internal and external customer compliance inquiries
Aids in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team and serves as a liaison with IMA marketing and legal team
Trains new benefit associates and ongoing benefit service team members on compliance-related topics.
Supports training for service team training related to workflows and processes to ensure achievement of quality standards, which may include travel throughout the year to other markets
Leads presentations, vets external resources to facilitate webinars and potential referrals for compliance services.
Attends national events as appropriate.

Required Experience and Skills

• 5-10 years of similar experience
• Four-year college degree or equivalent work experience
• Ability to perform well under pressure, on multiple work streams, and with tight deadlines
• Strong attention to detail
• Advanced Excel and PowerPoint skills
• Strong written and verbal communications

If this role is hired in Los Angeles County, CA the following applies: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.

Pay and Benefits

Salary Range: $130,000 USD - $195,000 USD
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.

About IMA

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.