Current jobs related to Vice President - Madison - First Business Bank

  • Vice President of IT Operations

    7 days ago

    Madison, Wisconsin, United States V2X Full time

    Vice President, IT OperationsThe Vice President of IT Operations is responsible for shaping and executing a comprehensive information technology strategy that aligns with the organizational objectives of V2X, ensuring maximum return on investment while prioritizing security.Core Responsibilities:Manage and oversee various projects and tasks within the...

  • Vice President of IT Operations

    2 days ago

    Madison, Wisconsin, United States V2X Full time

    Vice President, IT OperationsThe Vice President of IT Operations is responsible for crafting, executing, and overseeing a comprehensive information technology (IT) strategy that aligns with the organizational objectives of V2X, ensuring a high return on investment while prioritizing security.Core Responsibilities:Manage and supervise projects and initiatives...

  • Vice President of Growth Strategy

    1 week ago

    Madison, Wisconsin, United States Agrace HospiceCare Full time

    Job OverviewLocation Madison, WI Employment Type Full Time Travel Requirements Non-Driving Shift AMCategory Administrative Support Position Summary Agrace is on the lookout for a seasoned, results-oriented leader to take on the role of Vice President of Growth Strategy. Reporting directly to the Chief Executive Officer, this position will oversee Agrace's...

  • Vice President of Growth Strategies

    1 week ago

    Madison Heights, Michigan, United States Recovery Cleaners Inc. Full time

    Vice President of Growth Strategies Needed at Recovery Cleaners Inc.Lead Our Business Development: Vice President of Growth Strategies Role at Recovery Cleaners Inc.About Recovery Cleaners Inc.: With three decades of excellence, Recovery Cleaners Inc. has been a leader in the textile restoration and specialized services within the disaster recovery sector....

  • Senior Vice President of Affiliate Operations

    7 days ago

    Madison, New Jersey, United States CLevelCrossing Full time

    Senior Vice President of Affiliate Operations - RemoteProfile:The Senior Vice President of Affiliate Operations plays a crucial role in enhancing the retention, revenue growth, and profitability of CLevelCrossing's Affiliate network. This position demands exceptional leadership, strategic guidance, and effective communication with affiliates to ensure...

  • Vice President of Business Growth

    1 week ago

    Madison, Wisconsin, United States Barrington James Full time

    Company Overview:Barrington James collaborates with premier healthcare intelligence and clinical research organizations. Our mission spans from molecule to medicine, enhancing clinical research by offering outsourced services to pharmaceutical, biotechnology, medical device, and public health sectors. With a patient-centric approach, we expedite the...

  • Senior Vice President of Operational Excellence

    1 week ago

    Madison, Wisconsin, United States The Richmond Group USA Full time

    *HIGH VISIBILITY ROLE***** OPEX Leader - - - GROWTH PATH*The Richmond Group USA is collaborating with a premier manufacturing organization to identify a Senior Vice President of Operational Excellence who will play a pivotal role in executing their ambitious growth agenda. This position is crucial for developing and implementing a comprehensive Global...

  • Vice President of IT Operations

    1 week ago

    Madison, Wisconsin, United States V2X Full time

    Vice President of IT OperationsThe VP of IT Operations is responsible for crafting, executing, and overseeing a comprehensive information technology strategy that aligns with the business objectives of V2X, ensuring maximum return on investment while prioritizing security.Core Responsibilities:Manage and supervise projects and tasks within the Information...

  • Vice President of IT Operations

    7 days ago

    Madison, Wisconsin, United States V2X Full time

    Vice President of IT OperationsThe VP of IT Operations is responsible for crafting, strategizing, and executing an information technology (IT) framework that aligns with the organization's business objectives, maximizes return on investment, and ensures top-tier security measures.Core Responsibilities:Manages projects and tasks within the Information Systems...

  • Vice President of IT Operations

    2 days ago

    Madison, Wisconsin, United States V2X Full time

    Vice President of IT OperationsThe VP of IT Operations is responsible for crafting, strategizing, and executing an information technology (IT) framework that aligns with the business objectives of V2X, ensuring maximum return on investment while upholding the highest standards of security.Primary Responsibilities:Supervises initiatives and tasks within the...

  • Senior Vice President of Strategic Partnerships

    1 week ago

    Madison, Wisconsin, United States Credit Union Executives Society Full time

    Position Overview:The Credit Union Executives Society (CUES) is a distinguished membership organization dedicated to the advancement of leaders in the financial services sector for nearly six decades. We pride ourselves on fostering a diverse and inclusive workplace, providing competitive compensation, comprehensive benefits, and the chance to collaborate...

  • Regional Vice President of Sales Operations

    7 days ago

    Madison, New Jersey, United States CLevelCrossing Full time

    Company OverviewPosition Overview:The Regional Vice President of Sales Operations will oversee the East Region of the Field Sales team, reporting directly to the VP of MarketPoint Field Sales. This leadership role encompasses both Career and Partner Field operations.Role Summary:The Vice President of Global Consumer Technologies is tasked with shaping and...

  • Senior Vice President of Operations

    4 days ago

    Madison, Wisconsin, United States Veridian Homes Full time

    Senior Vice President of Operations at Veridian Homes About the Company: Veridian Homes is a leading homebuilding and community development firm dedicated to enhancing the quality of life in the neighborhoods we serve.Position Overview: Veridian Homes is seeking an experienced and innovative professional to take on the role of Senior Vice President of...

  • Vice President of Operations

    1 week ago

    Madison, Wisconsin, United States Altech Group Ltd Full time

    Vice President of Operations at Altech Group LtdWe invite you to be part of our dynamic team as we embark on an exciting journey of growth and development within a global manufacturing organization.Steer the operational vision and propel business advancement in collaboration with the Chief Executive Officer.Oversee a worldwide team encompassing...

  • Executive Vice President of Operations

    1 week ago

    Madison, Wisconsin, United States Aspirus Full time

    Core Values: Compassion, Accountability, Collaboration, Foresight, Joy.At Aspirus, we embody these values every day, and we are in search of exceptional talent to join our team.Position Overview: Aspirus St. Lukes is looking for an Executive Vice President of Operations to lead our organization in Duluth, MN.The Executive Vice President of Operations (EVP)...

  • Senior Vice President of National IT Support Services

    7 days ago

    Madison, Wisconsin, United States CLevelCrossing Full time

    Senior Vice President of National IT Support Services - Remote Location:ProfileThe Senior Vice President of National IT Support Services will oversee a dedicated team of technology professionals focused on delivering outstanding service to employees and real estate agents throughout the nation.This role encompasses responsibilities in equipment upgrades,...

  • Vice President of Human Resources

    1 week ago

    Madison, Wisconsin, United States The QTI Group Full time

    OverviewThe QTI Group is collaborating with Slipstream to find a qualified Vice President of Human Resources. Position SummaryAs a vital member of the executive leadership team, the Vice President of Human Resources will play a crucial role in developing and implementing Slipstream's human capital strategy aimed at cultivating a dynamic, inclusive, and...

  • Senior Vice President of Engineering

    1 week ago

    Madison, Wisconsin, United States Generac Full time

    At Generac, we are committed to creating a safer, brighter, and more efficient world. Our mission is driven by a shared vision to inspire positive change, impact our communities, and innovate within our industry. We value diverse perspectives and backgrounds, working collaboratively to provide our global customers with reliable products and outstanding...

  • Senior Vice President of Engineering

    7 days ago

    Madison, Wisconsin, United States Generac Full time

    At Generac, we are committed to making the world a safer, brighter, and more productive place. Our mission is driven by a desire to inspire positive change, impact our communities, and innovate within our industry. We believe that diverse perspectives and backgrounds foster collaboration, enabling us to provide our global customers with reliable products and...

  • Senior Vice President of Engineering

    7 days ago

    Madison, Wisconsin, United States Generac Full time

    About GeneracAt Generac, we are dedicated to making the world a safer, brighter, and more efficient place. Our mission is to inspire positive change and impact our communities while delivering reliable products and exceptional support to our global customers.Position OverviewThe Vice President of Engineering - Innovation and Technology is a key leadership...

Vice President

1 month ago

Madison, United States First Business Bank Full time

Description

Position at First Business BankJoin us today as aVice President - Trust Advisor
First Business Bank is aTop 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 Location:Brookfield, WI, hybrid with the flexibility of 2 days per week remote OVERVIEW: The Vice President - Trust Advisor uses advisory skills and technical knowledge to advise Private Wealth client relationships on not-for-profit, corporate, and personal trust & investment accounts; participates in departmental sales efforts; and develops and deepens relationships with referral sources and centers of influence. The Trust Advisor takes the lead on trust administration and also serves as subject matter expert with regard to financial and retirement planning, estate planning, charitable gifting, business succession planning, and fiduciary tax planning issues. Essential responsibilities for this role include:

Client Relationships

  • Work closely with client team to provide trust administration and planning capabilities (retirement, estate, business succession and tax) to clients and prospects.
  • This is a high-level client-facing role with responsibility for management, preservation and growth of key individual and inter-generational family relationships.
  • As subject matter expert, provide comprehensive, in-depth consulting and leadership to team at a high technical level.
  • Schedule and participate in regular client meetings to provide advice to further the clients' financial success.
  • Work to retain client relationships at all times, and especially in periods of volatility

Administration

  • Maintain an in-depth knowledge of trust and investment changes and issues.
  • Build and maintain a strong knowledge base of fiduciary standards and practices, laws, and regulations.
  • Apply risk management skills and apply fiduciary knowledge and judgment to account opening and closing decisions, trust discretionary distributions, estate administration, and any fiduciary issues that may arise in client accounts.

New Business Support

  • Work with team to execute strategic objectives and grow revenue for First Business Bank, working to achieve set individual revenue production targets each year based on level
  • Actively participate in prospect meetings, strategizing around prospect needs, provide financial planning and estate plan review to prospects, with the goal of closing new business.
  • Network with attorneys, accountants, and other centers of influence (COIs), develop client referrers, and work closely with internal partners to expand and grow relationships in the Private Wealth group.
QUALIFICATIONS
  • Post-Secondary degree in relevant field of study
  • Law (JD) or graduate degrees and/or industry specific certifications are highly desirable.
  • A minimum of 7 years of financial or legal industry experience is required
  • CFP, CWS, CAP and/or CTFA preferred.
  • NASD Series 6 or 7, Series 65, and State Insurance Licenses are not required. Industry specific certifications are beneficial.
  • Results-oriented with a focus on meeting and exceeding sales targets.
  • Periodically, without planning, this person should have the ability to monitor geo-political and economic events that may occur outside of the scope of normal office hours.
  • Ability to read and analyze estate planning documents (wills/trusts/MPAs/POAs), business ownership agreements, IRA beneficiary designations, and other legal documents to provide service and advice to our clients.
  • Demonstrates understanding of fiduciary income tax, estate tax, and personal income tax concepts.

First Business Financial Services, Inc. is committed to providing equal employment opportunity to all applicants and employees regardless of their race, creed, color, religion, gender, age, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, transgender status, or any other characteristic protected by federal, state or local law. We are strongly committed to this policy and believe in the concept and spirit of the law.