IMA Financial Group, Inc. · 2 days ago
SVP Of Operations & Technology - IMA Advisory Services
Denver, CO
Full-time
Onsite
Director/Executive
$200K/yr - $230K/yr
15+ years expIMA Financial Group is a company focused on providing innovative solutions in the wealth management industry. They are seeking a Senior Vice President of Operations & Technology to design and implement a strategic vision for RIA operational and technology infrastructure, while leading a team to deliver industry-leading RIA operations.
Financial ServicesInsuranceRisk ManagementWealth Management
Responsibilities
Designing and implementing a strategic vision for RIA operational and technology infrastructure
Formulate and drive long-term strategic vision of RIA operating model, designing, implementing, and evolving processes and technology to support expansion at scale
Work collaboratively with IMA Advisors leadership to identify division-wide operational opportunities to support growth and profitability
Design, implement, and evolve systems and processes to optimize the client, advisor, and service team experience
Extend operational infrastructure to new markets, integrating/adapting processes and technology to connect new advisors, teams, and firms to the IMA environment
Lead integration of RIA platform with overall IMA infrastructure to provide seamless flow of bidirectional data where appropriate
Promote a strong compliance culture by designing and implementing systems and processes in partnership with the Chief Compliance Officer and team
Drive innovation to keep the firm on the front end of industry developments in operations and technology (e.g., process automation, Artificial Intelligence applications)
Travel to existing IMA offices as required to build relationships and support local teams
Create strong community and culture among operations professionals across RIA operating units (direct and indirect reports)
Recruit high-quality operations professionals as the business scales
Promote strong performance, development, and advancement of operations professionals through coaching and the creation of attractive career paths
Work closely with IMA Technology, Operations, Finance, and other functional leaders to leverage and integrate RIA operations and corporate infrastructure where appropriate
Identify, vet, select, and manage a network of 3rd party vendors to complement internal capabilities, support profitable growth, and promote information security/resilience
Lead operational onboarding of new advisors and teams to RIA platform
Work with 3rd party partners and end-users to assess and deliver training programs to IMA associates
Conduct regular analyses of system/process usage by clients and associates to identify opportunities to improve effectiveness, efficiency, and client/associate experience
Generates periodic and ad hoc reports for RIA and IMA Advisors management, IMA finance, and general business decision support
Assists advisors with client-specific reports and requests
Drives business analytics on client book of business to identify trends, concerns, and opportunities
Qualification
Required
Bachelor's degree required
15+ years' experience in wealth management industry required, with a deep understanding of the operational, technology, and compliance functions required in an RIA environment
High levels of ethical behavior in accordance with professional and industry standards
Ability to foster positive interactions between associates; acts as an example for others
Strong communication skills, including the ability to effectively formulate and communicate a strategic vision for the operations and technology infrastructure and relay technical information to a non-technical audience
Critical thinking and problem solving 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
Preferred
MBA or advanced technical degree preferred
Prior experience with Envestnet and Schwab platforms strongly preferred
Benefits
Annual Performance Bonus
Stock Purchase
Medical Plans
Prescription Drugs
Dental
Vision
Family Assistance Program
FSA
HSA
Pre-Tax 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
Health Club Reimbursement
Personal and Professional Development
Company
IMA Financial Group, Inc.
With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
New Mountain CapitalStephens Group
2020-11-01Private Equity
2020-01-01Series Unknown
Leadership Team
Robert L. Cohen
Chairman and CEO
Patrick Lanning
President - Property & Casualty
Recent News
vermontbiz.com
2026-01-06
IMA Financial Group, Inc.
2025-11-04
Company data provided by crunchbase