Retirement Plans Lead Client Impact
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:
-
Finance & Banking
Regulatory Compliance Specialist, Wealth Management
Job Description & How to Apply Below
A financial advisory firm is seeking a Retirement Plans Lead to oversee and expand their employer-sponsored retirement plan division. This key role involves leading the strategy and growth of retirement plan services, serving as a trusted consultant to clients, ensuring compliance with ERISA regulations, and fostering strong client relationships. Candidates should have over 5 years of relevant experience and preferred professional credentials.
This position offers an excellent opportunity for leadership growth in a company with a rich 50-year legacy.
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