SVP, Director of Planning, Trust, and Investment Management

First Western is seeking a SVP, Director of Planning, Trust, and Investment Management 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, Director of Planning, Trust, and Investment Management 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 Jackson Hole 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:

• Assigns and contributes to profit center production goals for non-interest fee income; Sets objectives for referrals to other product groups, to be assigned in conjunction with the annual office sales goals.
• Responsible for identifying and introducing new clients to the firm, and consulting with clients' attorneys, accountants, and financial planners to promote PTIM services.
• Ensures daily calling activity by PTIM associates for client retention, prospecting, referrals, including joint calling efforts for instruction, coaching, and mentoring.
• Collaborates with other teams 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.
• Manages PTIM team workload and delegates based on capacity, and according to sales and service metrics and client segment standards.
• Responsible for effective new associate onboarding, career pathing, recruitment, coaching and retention.
• Promotes effective forecasting, pipeline management and CRM discipline and data integrity.
• Drives initiatives around expanding client relationships, new PTIM product strategies, and reducing attrition.
• Ensures proactive sales support and new opportunity progression, from initial identification through account closing and onboarding. This includes RFP and sales presentation completion and delivery, timely follow-up, and effective solution development, with a larger view of all FWT products and services.
• Requires consistent client outreach with the goal that every client has a wealth plan. Takes the lead and/or partners with the Director of Wealth Planning on more complex client relationships and financial plans to recommend potential additions or changes to wealth objectives.
  
  

What You Bring:

• Leadership and mentorship aptitude
• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience working with banking and credit software.
• 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.
• Experience working with high net-worth individuals.
• Understand and effectively communicate First Western's financial products and services. Maintain knowledge of tax laws, banking regulations, company policies and procedures
• Able to organize, prioritize, multi-task, and self-starter.
  
  

Education Level Education Details Required/Preferred

Bachelor's Degree Business, Finance or Related Field Required

Preferred

Master's Degree MBA or JD Preferred

Experience Level Experience Details Required/Preferred

10 years Investment and Trust administration Required

Required

7-10 years Leadership, business development, and supervisory experience Required

License/Certification Details Time Frame Required/Preferred

CFP, CFA, or CTFA 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: $166,000 - $249,000/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 Range

Pay Range

$166,000—$249,000 USD