Description Position at First Business Bank
Director - Company Retirement PlansMadison, WI (or Milwaukee market)
First Business Bank is seeking a Director to lead our Company Retirement Plans business within Private Wealth. This role offers the opportunity to step into an established, well-respected platform and ensure its continued success through strong client stewardship, team leadership, and partnership across the organization.
Our company retirement plan business is a core value-added service for our commercial clients and prospects. As Director, you'll play a key role in maintaining that offering and guiding strategy, delivering a high-quality experience, supporting internal partnerships, and ensuring long-term client satisfaction, while identifying opportunities to further strengthen and expand relationships over time. This leadership position will be a player-coach, managing a team of retirement planning professionals.
Lead Client Relationships & Delivery- Serve as a senior relationship lead for retirement plan clients
- Provide consultative guidance to plan sponsors and committees
- Ensure a consistent, high-touch fiduciary experience
Strengthen Internal Partnerships- Partner closely with Commercial Banking and Private Wealth teams
- Support bankers in delivering retirement plan solutions to their clients
- Maintain and deepen strong referral-based relationships
Lead & Develop a High-Performing Team- Manage and coach a team of retirement plan professionals
- Foster a collaborative, service-oriented, and accountable culture
- Support team development and continuity over time
Oversee Operations & Platform- Manage key vendor and recordkeeper relationships
- Ensure strong governance, compliance, and operational execution
- Help maintain and evolve the platform in line with client needs
Contribute to Business Development- Participate in client and prospect conversations alongside internal partners
- Bring a broad perspective to presentations and relationship discussions
- Identify opportunities to deepen existing relationships and pursue new ones where it aligns with client needs
(This role values a commercial mindset, without a singular focus on originating new business.)
Experience & Background- 10+ years in retirement plan services
- Broad experience across client service, plan design, and business development
- Demonstrated leadership experience, including managing and developing teams
- Strong understanding of ERISA and fiduciary best practices
- Effective and well-developed interpersonal skills to work with a variety of prospects, clients and other team members
- Effective communication skills, verbal and written, to communicate within the Division and with prospects and clients
- Working knowledge of portfolio management principles and how the markets operate
- Working knowledge of financial planning
- Experience supporting or participating in client and prospect discussions
- Ability to partner effectively with internal teams, particularly commercial banking
- Comfortable representing the business in client-facing situations
Credentials - Bachelor's degree in Business, Finance, or related field
- Designations or licenses not required, but would add value and success to the role (CFP, CWS, or similar designation; Series 7, 65, or 66)
Location & Travel- Based in Madison, WI, with flexibility to consider the Milwaukee market
- Travel to client meetings and internal partners as needed across Wisconsin
Experience the Total Rewards Great People DeserveAs a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
- Comprehensive Health, Dental, and Vision plans
- Competitive compensation, with a focus on professional development and internal mobility
- Paid vacation time (15 days minimum per year)
- Paid sick leave (6 days per year)
- 1 day paid volunteer time
- 10 paid holidays (annually)
- Paid parental leave
- 401(k) program with company matching, plus additional profit sharing contribution
- Performance based annual incentive program
- Free and confidential Employee Assistance Program
- Wellness programs
- Education Assistance Program
- Employee Stock Purchase Program
- Plus many other perks and benefits!
