include but are not limited to Supports and demonstrates IMA's core values and understands the importance of diversity, equity, and inclusion among all IMA associates. Provides administrative support to Senior Leadership team members to include but not limited to development of spreadsheets, PowerPoint and other presentation materials and spreadsheets, and preparation of

What You'll Do Support and demonstrate IMA's core values Value and understand the importance of diversity, equity, and inclusion among all IMA associates Provide direct support to IMA Clients and service teams regarding coordination of requests for certificates of insurance, rejected certificates of insurance, endorsement issues, reviews areas where client's request and/o

include but are not limited to Serves as the firm wide resource for all RIA risk & compliance topics Drives a culture of compliance across IMA Advisory Services, designing, implementing, and evolving systems and processes to identify and mitigate regulatory risks Serves as named Chief Compliance Officer for regulated entities within IMA Advisors Works closely with leaders

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

What You'll Do Lead the corporate annual budget process and provides periodic forecasting Execute monthly production related reports monthly with careful attention to detail, thoughtful examination, insightful discussion, and accuracy Perform project/initiative, business case, and ad hoc scenario analyses to inform planning. Provide insight and recommendation independentl

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 Prospect s , qualif ies , and close s new commercial accounts which meet IMA criteria Identif ies a target industry and/or market segment to focus network building, prospecting , and development of sp

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo

IMA's Certificate Compliance (IMACC) team is seeking an Operations Manager! This personwill be responsible for overseeing the operations of the IMACC team by furthering the IMACC team objectives and results primarily by developing appropriate processes, organizing client data, and coordinating onboarding of new Specialists, under the guidance of the IMACC Managing Directo