Director of Company Retirement Plans

First Business Bank•Madison, WI

23h•Hybrid

About The Position

First Business Bank is seeking a Director to lead its Company Retirement Plans business within Private Wealth. This role involves managing an established platform, ensuring client stewardship, leading a team, and fostering partnerships across the organization. The company retirement plan business is a core service for commercial clients. The Director will guide strategy, deliver a high-quality experience, support internal partnerships, and ensure client satisfaction, while identifying opportunities for growth. This is a player-coach role, managing a team of retirement planning professionals.

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

Nice To Haves

Designations or licenses not required, but would add value and success to the role (CFP, CWS, or similar designation; Series 7, 65, or 66)

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.

Benefits

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