About this opportunity
First Business Bank lists this Senior Vice President - Director of Company Retirement Plans opportunity in town of brookfield, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Description
Position at First Business Bank
SVP - 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
Experience the Total Rewards Great People Deserve
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!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email (emailprotected)
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.