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Private Wealth Team Lead - Client & Ops
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-07-19
Listing for:
First Business Financial Services, Inc.
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
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.
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