More jobs:
Retirement Plans Lead
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-02-15
Listing for:
KLAAS FINANCIAL ASSET ADVISORS, LLC.
Full Time
position Listed on 2026-02-15
Job specializations:
-
Business
CFO -
Finance & Banking
CFO
Job Description & How to Apply Below
Klaas Financial is celebrating 50 years of helping clients build financial confidence — and we’re growing!
We are seeking a professional for our Retirement Plans Lead role, to oversee and expand our employer-sponsored retirement plan division. This leadership role is ideal for a retirement plan professional who thrives at the intersection of client consulting, fiduciary excellence, and business development.
What You’ll Do- Lead the strategy and growth of Klaas Financial’s retirement plan services
- Serve as a trusted consultant to plan sponsors and key client relationships
- Coordinate fiduciary support including 3(21) and 3(38) services
- Ensure compliance with ERISA, DOL, and IRS standards
- Partner with leadership on marketing, education, and new business development
- Drive operational efficiency and an outstanding client experience
- 5+ years in retirement plan consulting or administration
- Strong network-building and relationship management skills
- Professional credentials such as CPFA, AIF®, or QKA® preferred
- A collaborative leader who values education and client-first service
- Independent fiduciary firm with a 50-year legacy
- Professional development and leadership growth
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