First Western Trust
VP, Portfolio Manager II
First Western Trust, Bozeman, Montana, us, 59772
First Western is seeking an VP, Portfolio Manager II to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Bozeman team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Individual annual sales goal component to be assigned in conjunction with the annual office sales goals Serve as the point of contact for investment management clients and work closely with colleagues to build strong relationships. Lead the growth and development of the Profit Center's investment portfolio. Generate new client leads and prepare investment management proposals. Partner with team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank Develop asset allocation strategies for clients. Prepare and update investment policy statements for clients and monitor portfolios to ensure adherence. Meet with clients at least quarterly to review investment performance. Communicate with clients on a regular basis to explain investment results and market conditions; review portfolios for tax efficiency.
What You Bring:
Proficient in Microsoft Office Suite, with strong Excel skills Skilled in using Financial Planning software Excellent written and verbal communications skills Ability to effectively present information to senior management, clients, and prospective clients Strong mathematical and analytical skills Advanced leadership qualities
Education Level Education Details Required/Preferred Bachelor's Degree Business, Finance, or related field Required Master's Degree MBA (Masters of Business Administration) Preferred
Experience Level Experience Details Required/Preferred 5-7 years Related investment management experience Required 3-5 years Experienced in business development within local market area Required
License/Certification Details Time Frame Required/Preferred Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Upon Hire Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $103,000 - $145,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/Questions? Contact us at Talent.Management@myfw.comFirst Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range $103,000 — $145,000 USD
First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Bozeman team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
Individual annual sales goal component to be assigned in conjunction with the annual office sales goals Serve as the point of contact for investment management clients and work closely with colleagues to build strong relationships. Lead the growth and development of the Profit Center's investment portfolio. Generate new client leads and prepare investment management proposals. Partner with team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank Develop asset allocation strategies for clients. Prepare and update investment policy statements for clients and monitor portfolios to ensure adherence. Meet with clients at least quarterly to review investment performance. Communicate with clients on a regular basis to explain investment results and market conditions; review portfolios for tax efficiency.
What You Bring:
Proficient in Microsoft Office Suite, with strong Excel skills Skilled in using Financial Planning software Excellent written and verbal communications skills Ability to effectively present information to senior management, clients, and prospective clients Strong mathematical and analytical skills Advanced leadership qualities
Education Level Education Details Required/Preferred Bachelor's Degree Business, Finance, or related field Required Master's Degree MBA (Masters of Business Administration) Preferred
Experience Level Experience Details Required/Preferred 5-7 years Related investment management experience Required 3-5 years Experienced in business development within local market area Required
License/Certification Details Time Frame Required/Preferred Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Upon Hire Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $103,000 - $145,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/Questions? Contact us at Talent.Management@myfw.comFirst Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.
Region A Pay Range
Pay Range $103,000 — $145,000 USD
First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. EOE/AA Minority/Female/Disabled/Veteran