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Jobs · OTHR · Wisconsin

Senior Vice President - Director of Company Retirement Plans

First Business Bank · Brookfield, WI · 3 wk ago
On-siteOTHRFull-time

About the role

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.

Responsibilities

  • 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
  • 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
  • Manage and coach a team of retirement plan professionals
  • Foster a collaborative, service‑oriented, and accountable culture
  • Support team development and continuity over time
  • Manage key vendor and recordkeeper relationships
  • Ensure strong governance, compliance, and operational execution
  • Help maintain and evolve the platform in line with client needs
  • 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

Requirements

  • 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
  • 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

Based in Madison, WI, with flexibility to consider the Milwaukee market. Travel to client meetings and internal partners as needed across Wisconsin.

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