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Director of Qualified Retirement Plans

Klaas Financial

in Madison WI / Loves Park IL

Logo for Klaas Financial

Join our team and be in a key role managing our retirement plan division. Utilize your industry knowledge and experience to manage our current division, reconstruct and solidify the processes and procedures, retain current and obtain new relationships, and educate our team, clients, and plan participants.

  • Work with team members to develop new retirement plan relationships.
  • Build relationships with existing retirement plan clients.
  • Coordinate comprehensive periodic reviews with existing retirement plan clients.
  • Participant education & communication with the clients as well as plan participants
  • Maintain industry knowledge and share information with team members
  • Oversee plan conversions and new account set up
  • Review and recommend plan investment changes to our money management team
  • Create efficiencies in the participant tracking system and communication to former participants for internal growth toward our individual retirement divisions.

Requirements

To be successful in this role, you should have experience successfully selling retirement plans and managing a retirement plan book of business. Also, the knowledge of how the plans work and the technical requirements to assist our TPA as needed. As a Director, you should also have the ability to lead and educate employees and be a part of the management team with in Klaas Financial.

  • 3-5 years of managerial experience preferred
  • Working knowledge of IRS and DOL regulations.
  • Investment experience specifically in the qualified employee plan space
  • Experience managing relationships with outside vendors on behalf of an organization
  • Sufficient technical knowledge to be able to communicate plan design concepts to retirement plan clients.
  • Preferred credentials of QKA, AIF, CPFA (or equivalent)
  • Excellent verbal and written communication skills
  • Strong organizational skills
  • Analytical and math skills

Klaas Financial Asset Advisors, LLC is an equal opportunity employer

How to Apply

To apply, email your resume to melissaw@klaasfinancial.com


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