Director of Company Retirement Plans

First Business Bank•Madison, WI

2d•Hybrid

About The Position

First Business Bank is seeking a Director to lead its Company Retirement Plans business within Private Wealth. This role involves ensuring the continued success of an established platform through strong client stewardship, team leadership, and organizational partnerships. 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 leadership position 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 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