Private Wealth Team Lead - Client Experience & Ops

First Business Financial Services, Inc.

Madison (WI)

Hybrid

USD 100,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Hybrid work model

Job summary

First Business Financial Services, Inc. is seeking a Private Wealth Specialist Team Lead in a hybrid role. You will lead a team of Client Relationship Specialists, coordinate client onboarding, and support trust operations to deliver a high-touch client experience.

As player-coach, you will partner with Advisors and Relationship Managers to ensure service excellence, oversee workflows, and help drive strategic initiatives for scalable growth in a fast-paced wealth management environment.

Qualifications

Bachelor's degree in business, finance, or related field is preferred.
5-7+ years of experience in Private wealth, trust, or Private banking is required.
Experience providing training, coaching or information leadership within a team environment.
Exceptional organizational skills and 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.

Responsibilities

Lead and develop a high-performing team of Client Relationship Specialists.
Conduct regular one-on-one meetings focused on performance and growth.
Provide day-to-day guidance, prioritize workloads, and act as a subject matter expert.