Private Wealth Specialist Team Lead

About the role

First Business Bank is a Top Workplaces USA company. We believe success comes down to putting people first, and our people are our priority. We are seeking an experienced and service-oriented Private Wealth Specialist Team Lead to lead our team of Private Wealth Relationship Specialists. This is a hands-on leadership role that combines team management, workflow oversight, and direct support of client service activities.

The work model for this role is hybrid, with 3 days per week at our Madison, WI or Brookfield office.

Responsibilities

• Lead and develop a high-performing team of Client Relationship Specialists supporting Private Wealth clients.
• Drive an exceptional client experience by fostering a culture of proactive, responsive, and relationship-focused client service.
• Oversee workflow management and service delivery to ensure client requests and service activities are accurately assigned, managed, and completed in a timely manner.
• Partner with Advisors and Relationship Managers to ensure a consistent experience throughout the client lifecycle.
• Collaborate closely with the Director of Trust Operations & Support on departmental priorities and continuous improvement initiatives.

Requirements

• Bachelor’s degree in business, finance, or related field preferred.
• 5-7+ years of experience in Private wealth, trust, or Private banking.
• Prior experience providing training, coaching, or information leadership within a team environment.
• Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• Proven ability to improve processes, manage workflows, and drive operational excellence.
• Strong written and verbal communication skills and a commitment to delivering an outstanding client experience.