Private Wealth Specialist Team Lead

First Business Bank; Madison (WI); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid parental leave

Paid vacation time

Health, dental, and vision plans

401(k) with company match and profit分享

Employee Assistance Program

Wellness programs

Education Assistance Program

Employee Stock Purchase Program

Job summary

First Business Bank is seeking a Private Wealth Specialist Team Lead to guide a hands-on, client-focused team in Madison, WI. This role combines leadership with direct support of client service activities, onboarding coordination, and trust operations oversight.

The position emphasizes coaching, workflow management, and collaboration with Advisors, Relationship Managers, and Operations to ensure a seamless, high-touch client experience. Hybrid work model with focus on growth.

Qualifications

• Bachelor's degree preferred; 5–7+ years in Private Wealth, trust, or private banking.
• Strong leadership and coaching experience within a team.
• Proven ability to improve processes, manage workflows, and deliver exceptional client service.
• Excellent written and verbal communication; detail-oriented and organized.

Responsibilities

• Lead and develop a high-performing team of Client Relationship Specialists for Private Wealth clients.
• Conduct regular one-on-one meetings focused on performance, development, and career growth.
• Guide day-to-day client service, prioritize workloads, and serve as SME for service processes.
• Oversee onboarding, training, and ongoing coaching to build team capabilities.
• Partner with Advisors and Relationship Managers to ensure a consistent client experience.
• Monitor service standards, responsiveness, and issue resolution across the team.

Skills

Team leadership

Coaching

Client service

Workflow management

Communication

Cross-functional collaboration

Education

Bachelor's degree in business, finance, or related field

Tools

CRM software

Job description

parental leave, paid holidays, sick time, 401(k), profit sharing

Join us today as the Private Wealth Specialist - Team Lead!

First Business Bank is a Top Workplaces USA company, learn morehere.

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!

Work Model:

Hybrid, 3 days per week at our Madison, WI office

Overview:

We are seeking an experienced and service-oriented Private Wealth Specialist Team Lead to lead our team of Private Wealth Relationship Specialists. This is a hands‑on leadership role that combines team management, workflow oversight, and direct support of client service activities. As a player‑coach, you will help ensure our clients receive a seamless, high‑touch experience while empowering your team to deliver exceptional service and operational excellence.

In this role, you will serve as the central point of leadership for relationship support, client onboarding coordination, trust administration support, workflow management, and service execution. You will work closely with Advisors, Relationship Managers, Operations, and Trust leadership to ensure client needs are met accurately, efficiently, and with a strong commitment to quality.

Essential Responsibilities of the Private Wealth Specialist Team Lead:

Lead and Develop a High-Performing Team

• Coach, mentor, and develop a team of Client Relationship Specialists supporting Private Wealth clients.
• Conduct regular one‑on‑one meetings focused on performance, development, and career growth.
• Provide day‑to‑day guidance, prioritize workloads, and serve as a subject matter expert for client service and operational processes.
• Support onboarding and ongoing training to ensure team members have the skills and knowledge needed to succeed.

Drive an Exceptional Client Experience

• Foster a culture of proactive, responsive, and relationship‑focused client service.
• Establish and monitor service standards for communication, responsiveness, follow‑through, and issue resolution.
• Act as an escalation point for complex service requests and client concerns.
• Partner with Advisors and Relationship Managers to ensure a consistent experience throughout the client lifecycle.

Oversee Workflow Management and Service Delivery

• Ensure client requests and service activities are accurately assigned, managed, and completed in a timely manner.
• Oversee critical activities including client onboarding, account servicing, meeting coordination, CRM maintenance, documentation collection, and client communications.
• Monitor workflow capacity, service levels, and aging requests to maintain operational effectiveness.
• Conduct quality reviews and identify opportunities to improve processes, reduce risk, and enhance efficiency.

Partner on Strategic Initiatives

• Collaborate closely with the Director of Trust Operations & Support on departmental priorities and continuous improvement initiatives.
• Assist with capacity planning, workflow optimization, training programs, staffing recommendations, and performance reporting.
• Help establish best practices, document procedures, and implement service standards that support long‑term growth and scalability.

Position Requirements:

• Bachelor's degree in business, finance, or related field preferred
• 5‑7+ years of experience in Private Wealth, trust, or Private banking
• Prior experience providing training, coaching or information leadership within a team environment
• Exceptional organizational skills and the ability to manage multiple priorities in a fast‑paced environment.
• Proven ability to improve processes, manage workflows, and drive operational excellence.
• Strong written and verbal communication skills and a commitment to delivering an outstanding client experience.
• Experience within wealth management, trust administration, banking, financial services, or a related professional services environment is preferred.

Experience the Total Rewards Great People Deserve

• 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)
• 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
• Plus many other perks and benefits!

First Business Bank participates in the E‑Verify program. Know Your Right to Work English and Spanish. First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities. If you require a reasonable accommodation for any part of the employment process, please email [emailprotected].