Director of Company Retirement Plans

Jobvite, Inc.; Madison (WI); On-site; USD 150,000 - 210,000; Full time

Job summary

First Business Bank is seeking a Director to lead our Company Retirement Plans within Private Wealth, based in Madison, WI with flexibility to Milwaukee. This leader will guide strategy, ensure a high-quality client experience, and manage a team of retirement planning professionals.

You will work closely with Commercial Banking and Private Wealth, strengthening relationships and expanding services for commercial clients and prospects across Wisconsin.

Qualifications

• Broad experience in retirement plan services, client service, plan design, and business development.
• Demonstrated leadership including managing and developing teams.
• Strong understanding of ERISA and fiduciary best practices.

Responsibilities

• Lead senior relationship management for retirement plan clients.
• Provide consultative guidance to plan sponsors and committees.
• Ensure a high-touch fiduciary experience.
• Partner with Commercial Banking and Private Wealth teams.
• Support bankers in delivering retirement plan solutions.
• Maintain and deepen referral-based relationships.
• Manage and coach a team of retirement plan professionals.
• Foster a collaborative, service-oriented, and accountable culture.
• Oversee vendor and recordkeeper relationships.
• Ensure governance, compliance, and operational execution.
• Participate in client and prospect conversations to deepen relationships.

Skills

Relationship management

Fiduciary guidance

Leadership

ERISA knowledge

Education

Bachelor’s degree in business

Job description

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