Executive Director, Wealth Management

First Western is seeking an Executive Director, Wealth Planning 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 Executive Director, Wealth Planning 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 Wealth Planning 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:

• Proactively and collaboratively work with the sales and service teams to achieve PTIM targets in relation to revenue, profitability, client satisfaction, client servicing, and advisory product penetration.
• Design and deliver wealth planning (WP) products, oversee daily operations related to development, delivery and implementation of wealth plans, and management of processes and systems relative to the WP products.
• Lead and develop team of professionals; guide team on growth of business, implement strategies to maximize effectiveness and help develop and evolve product and service offerings.
• Consult on and complete high-profile and complex planning engagements, including expertise with CHB succession. 
• Provide ongoing training, mentoring, coaching and growth of the PTIM sales and service teams as well as the Insurance team in application of complex planning concepts to WP output.
• Oversee daily operations of the WP process, including review of wealth plans and other deliverables, reporting of outcomes, adherence to service levels, annual reviews, and enhancement to processes.
• Help drive resolution of issues and solve complex client problems.
• Together with the sales and marketing leaders, function as the executive oversight for sales efforts across both prospects and existing customers to maximize cross-selling and ensure relationship managers are applying best practices when engaging in business development and prospect conversion.
• Together with the sales and marketing leaders, develop strategies to enhance client engagement as well as new prospecting channels. Support business development activities by partnering with relationship managers during prospect and client meetings as needed.
• Assist teams in developing the Bank's network of external partners (lawyer, accountant, tax advisor, etc.) to better serve the clients and increase referrals from external parties to the Bank.
• Optimize talent management to keep the skills of PTIM talent up to date and PTIM resources resilient in the face of changing markets, business needs, associate absences, and associate succession.  Reviewing and assessing key PTIM associates for performance, compensation, and promotion purposes.

What You Bring: 

• Excellent proficiency with Microsoft Office Suite; experience with FIS/Verafin preferred
• Effective interpersonal communications; detail-oriented; ability to multi-task in a fast-paced environment