SVP, Portfolio Manager III

Company: First Western
Location: Fort Collins
Posted on: November 11, 2024

Job Description:

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 -Fort Collins -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:

• 
  
• 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
  
• Partner with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank.
  
• 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.
  
• Generate new client leads and prepare investment management proposals.
  
  What You Bring: -
  
  • 
    
  • Proficient in Microsoft Office Suite, with strong Excel skills. -
    
  • Excellent written and verbal communications skills.
    
  • Experienced in business development within local market area.
    
    Education Level - -Education Details - -Required/Preferred
    Bachelor's Degree - - -Business, Finance or related field - -Required
    Master's Degree - - -MBA (Master of Business Administration) - -Preferred
    Experience Level - -Experience Details - -Required/Preferred
    10-15 years - - -Related investment management experience - -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: - $123,300 - $185,400/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.
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Keywords: First Western, Castle Rock , SVP, Portfolio Manager III, Executive , Fort Collins, Colorado