Job Description

SVP - Director – Company Retirement PlansPosition at First Business BankMadison, 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 & DeliveryServe as a senior relationship lead for retirement plan clientsProvide consultative guidance to plan sponsors and committeesEnsure a consistent, high-touch fiduciary experienceStrengthen Internal PartnershipsPartner closely with Commercial Banking and Private Wealth teamsSupport bankers in delivering retirement plan solutions to their clientsMaintain and deepen strong referral-based relationshipsLead & Develop a High-Performing TeamManage and coach a team of retirement plan professionalsFoster a collaborative, service-oriented, and accountable cultureSupport team development and continuity over timeOversee Operations & PlatformManage key vendor and recordkeeper relationshipsEnsure strong governance, compliance, and operational executionHelp maintain and evolve the platform in line with client needsContribute to Business DevelopmentParticipate in client and prospect conversations alongside internal partnersBring a broad perspective to presentations and relationship discussionsIdentify 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 & Background10+ years in retirement plan servicesBroad experience across client service, plan design, and business developmentDemonstrated leadership experience, including managing and developing teamsStrong understanding of ERISA and fiduciary best practicesEffective and well-developed interpersonal skills to work with a variety of prospects, clients and other team membersEffective communication skills, verbal and written, to communicate within the Division and with prospects and clientsWorking knowledge of portfolio management principles and how the markets operateWorking knowledge of financial planningExperience supporting or participating in client and prospect discussionsAbility to partner effectively with internal teams, particularly commercial bankingComfortable representing the business in client-facing situationsCredentialsBachelor's degree in Business, Finance, or related fieldDesignations or licenses not required, but would add value and success to the role (CFP, CWS, or similar designation; Series 7, 65, or 66)Location & TravelBased in Madison, WI, with flexibility to consider the Milwaukee marketTravel to client meetings and internal partners as needed across WisconsinExperience 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 plansCompetitive compensation, with a focus on professional development and internal mobilityPaid vacation time (15 days minimum per year)Paid sick leave (6 days per year)1 day paid volunteer time10 paid holidays (annually)Paid parental leave401(k) program with company matching, plus additional profit sharing contributionPerformance based annual incentive programFree and confidential Employee Assistance ProgramWellness programsEducation Assistance ProgramEmployee Stock Purchase ProgramPlus many other perks and benefits!Compliance StatementFirst 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 careers@firstbusiness.bank.

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