Director, Retirement Plans – Lead Client Relationships

First Business Bank; Town of Brookfield (WI); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health, dental, vision

Paid vacation (15 days/yr)

Paid sick leave (6 days/yr)

Volunteer time off (1 day)

10 paid holidays

Parental leave

401(k) with match + profit sharing

Performance-based incentive

Employee Assistance Program

Wellness programs

Education assistance

Employee stock purchase program

Job summary

First Business Bank seeks a Director to lead our Company Retirement Plans within Private Wealth. Based in Madison, WI (or Milwaukee market), you will steward relationships with retirement plan clients, guide strategy, and develop a high-performing team.

This role emphasizes client satisfaction, fiduciary excellence, and cross-functional partnership. You will partner with Commercial Banking and Private Wealth teams, oversee operations, and contribute to growth while maintaining governance and

Qualifications

• 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 interpersonal skills to work with prospects, clients and team members.
• Excellent verbal and written communication skills.
• Working knowledge of portfolio management and financial planning.

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.
• Manage and coach a team of retirement plan professionals.
• Oversee vendor and recordkeeper relationships.
• Contribute to business development and maintain strong client relationships.

Skills

Relationship management

Leadership

Communication skills

Strategic thinking

Education

Bachelor's degree in Business, Finance, or related field

Job description

First Business Bank seeks a Director to lead our Company Retirement Plans within Private Wealth. Based in Madison, WI (or Milwaukee market), you will steward relationships with retirement plan clients, guide strategy, and develop a high-performing team.

This role emphasizes client satisfaction, fiduciary excellence, and cross-functional partnership. You will partner with Commercial Banking and Private Wealth teams, oversee operations, and contribute to growth while maintaining governance and