Private Wealth Team Lead — Hybrid + Parental Leave + 401(k)

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

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.