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IMA Financial Group, Inc.

Compliance Lead – Employee Benefits

IMA Financial Group, Inc.

Compliance National Practice Lead handling employee benefits regulations for clients at IMA Financial Group. Leading compliance initiatives and providing guidance on State & Federal regulations impacting benefits.

Posted 4/23/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $130,000 - $195,000 per yearWebsite

About the role

Key responsibilities & impact
  • Supports and demonstrates IMA’s core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Develops 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
  • 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
  • Monitors, researches, and responds to internal and external customer compliance inquiries
  • Assists in establishing standards for workflows, processes, and service team education in partnership with the employee benefits operations team
  • Provides new benefit associate and ongoing benefit service team training for compliance related topics
  • Lead presentations, and vets external resources to facilitate webinars and potential referrals for compliance services

Requirements

What you’ll need
  • 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.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
regulatory analysiscompliance monitoringemployee benefitstechnical tool developmentcustomer educationworkflow standardstraining developmentpresentation skillsExcelPowerPoint
Soft Skills
attention to detailability to work under pressuremultitaskingstrong written communicationstrong verbal communicationorganizational skillsleadershipcollaborationcustomer serviceproblem-solving