
Director of Company Retirement Plans
MADISON, WIJobSeen todaySeen in employer's feed today
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Job overview
First Business Bank seeks a Director to lead its Company Retirement Plans business within Private Wealth. The role oversees an established platform, guides strategy, and supports client satisfaction through client stewardship, team leadership, and organizational partnerships. This player-coach manages retirement planning professionals, works with plan sponsors and committees, and helps maintain and strengthen client relationships and the bank’s retirement plan offering.
Skills & qualifications
Skills
Full job description
JOB REQUIREMENTS: Description Position at First Business Bank 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... For full info follow application link. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/171DA3C28E604462
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