First Western Financial, Inc.
SVP Portfolio Manager III
First Western Financial, Inc., Vail, Colorado, United States, 81657
First Western is seeking an SVP Portfolio Manager III 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
SVP Portfolio Manager III
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
Vail and Aspen
teams 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:
Serve as the point of contact for investment management clients and work closely with colleagues to build trusted and loyal client relationships. Provide timely responses to client investment inquiries or requests. Ensure client satisfaction through adherence to client segment service standards, maintenance of the relationship, and proactive outreach for quarterly reviews.Support the growth and development of the Profit Center's investment portfolio by partnering with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.Quarterback and provide sales support for new opportunities as appropriate. Coordinate preparation of RFPs, investment sales presentations, and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.Develop asset allocation strategies for clients, in compliance with enterprise-wide recommendations regarding portfolios and related benchmarks (e.g., performance, attribution, portfolio composition, etc.). Maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).Ability to produce cash flow and wealth planning tools designed to enhance client relationships and expand Bank wallet share.Drive investment product strategies and initiatives as appropriate.Assist with new associate training and onboarding as requested and mentoring of other Portfolio Manager(s) and Investment Associate(s), including joint calling efforts.Consistent compliance with operational policies, procedures, and regulatory requirements that safeguard assets, including monitoring exceptions, tracking items, asset reviews.Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.
What You Bring:
Proficient in Microsoft Office Suite, with exceptional Excel skills.Experience with CRM preferred.Strong mathematical and analytical skills.High initiative and follow-through.Ability to work independently and with a team.Excellent written and verbal communications skills.Able to organize, prioritize, multi-task, and self-starter.
Education LevelEducation Details
Required/PreferredBachelor's Degree Business, Finance or related field RequiredMaster's Degree MBA (Master of Business Administration) Preferred
Experience LevelExperience Details
Required/Preferred7-10 years Related investment management experience Required5-7 years Experienced in business development within local market area Required
License/Certification DetailsTime Frame
Required/PreferredCertified 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:
$137,000 - $206,000/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.com
First 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 RangePay Range: $137,000 — $206,000 USD
#J-18808-Ljbffr
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a
SVP Portfolio Manager III
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
Vail and Aspen
teams 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:
Serve as the point of contact for investment management clients and work closely with colleagues to build trusted and loyal client relationships. Provide timely responses to client investment inquiries or requests. Ensure client satisfaction through adherence to client segment service standards, maintenance of the relationship, and proactive outreach for quarterly reviews.Support the growth and development of the Profit Center's investment portfolio by partnering with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate.Quarterback and provide sales support for new opportunities as appropriate. Coordinate preparation of RFPs, investment sales presentations, and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding.Develop asset allocation strategies for clients, in compliance with enterprise-wide recommendations regarding portfolios and related benchmarks (e.g., performance, attribution, portfolio composition, etc.). Maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).Ability to produce cash flow and wealth planning tools designed to enhance client relationships and expand Bank wallet share.Drive investment product strategies and initiatives as appropriate.Assist with new associate training and onboarding as requested and mentoring of other Portfolio Manager(s) and Investment Associate(s), including joint calling efforts.Consistent compliance with operational policies, procedures, and regulatory requirements that safeguard assets, including monitoring exceptions, tracking items, asset reviews.Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.
What You Bring:
Proficient in Microsoft Office Suite, with exceptional Excel skills.Experience with CRM preferred.Strong mathematical and analytical skills.High initiative and follow-through.Ability to work independently and with a team.Excellent written and verbal communications skills.Able to organize, prioritize, multi-task, and self-starter.
Education LevelEducation Details
Required/PreferredBachelor's Degree Business, Finance or related field RequiredMaster's Degree MBA (Master of Business Administration) Preferred
Experience LevelExperience Details
Required/Preferred7-10 years Related investment management experience Required5-7 years Experienced in business development within local market area Required
License/Certification DetailsTime Frame
Required/PreferredCertified 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:
$137,000 - $206,000/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.com
First 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 RangePay Range: $137,000 — $206,000 USD
#J-18808-Ljbffr