Director – Company Retirement Plans
Madison, WI (or Milwaukee market)
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Lead a Trusted Platform. Support Clients. Strengthen Key Relationships.
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
