What are the responsibilities and job description for the Operations Manager position at IMA Financial Group?
The Operations Manager is responsible for assisting in the development and maintenance of operational engagement with IMA Retail and IMA Partners. This includes project management of integrations and system conversions, creating detailed engagement plans, facilitating and tracking the overall engagement experience, and assisting in the onboarding and training of new partners on IMA's resources, workflows, and systems.
This role is also responsible for assisting in the implementation and monitoring of continuous improvement projects to ensure an efficient and effective operating model for IMA Retail. This responsibility includes the valuation, testing, and roll-out of new technology solutions to enhance operational efficiency and effectiveness. This role partners with Retail Training, Retail Operations, and Partnership Engagement to achieve department objectives.
A successful candidate will have strong business acumen, problem solving and analytical skills, be effective at building relationships and communicating, possess technical aptitude, and adaptability.
ESSENTIAL JOB RESPONSIBILITIES : include but are not limited to :
- Support and demonstrate IMA's core values and understand the importance of diversity, equity, and inclusion
- Identify and document end-to-end engagement needs for new and existing partners
- Assist in planning, coordination, and execution of integration strategies for newly acquired entities
- Build integration plan templates and create repeatable processes
- Perform project management tasks, including initiating, planning, managing, and executing implementation tasks and deliverables for partners
- Prepare communications and documents to implement processes and structures with new partners
- Develop, track, and report on business KPIs and provide recommendations for modifications to the partnership engagement processes as needed
- Work closely with relevant business areas to build and execute engagement plans
- Participate in projects and evaluate and implement workflows to ensure maximum operational efficiency
- Look for opportunities to consistently improve workflow, efficiency, technology, and delivery of client services
- Develop good working relationships with IMA Retail management and associates and solicit continual feedback on operational and workflow efficiencies and effectiveness of current initiatives and procedures
- Evaluate, test, and implement new technology solutions : Identify technology needs, conduct thorough evaluations, perform testing, and manage the rollout of new technology solutions to improve business operations
- Training and support : as needed, provide training and support to team members on new technology solutions and workflows to ensure smooth adoption and integration
REQUIRED EXPERIENCE AND SKILLS :
LI-AS1
The anticipated timeline of this posting is 2 / 19 / 2025 through 4 / 1 / 2025.
Salary Range
68,000 — $102,000 USD
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.
Salary Range
68,000 — $102,000 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. This role is eligible for the following :
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. In addition to our robust benefits package, the 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 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
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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.
Salary : $68,000 - $102,000
