SVP, Portfolio Manager III

3 days ago

Fort Collins, United States First Western Full time

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.

 

  • Senior Portfolio Manager

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job Opportunity: SVP, Portfolio Manager IIIFirst Western is seeking a seasoned professional to fill the role of SVP, Portfolio Manager III. As a key member of our team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Act as the primary point of contact for investment management clients, building...

  • Senior Vice President Portfolio Manager

    1 month ago

    Fort Collins, Colorado, United States First Western Full time

    Job Title: SVP, Portfolio Manager IIIWe are seeking a highly skilled and experienced SVP, Portfolio Manager III to join our team at First Western.About the Role:The successful candidate will be responsible for leading the growth and development of our investment portfolio, working closely with our Fort Collins team to deliver comprehensive solutions that...

  • Strategic Portfolio Manager

    2 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job OverviewFirst Western is seeking a highly skilled and experienced professional to fill the role of SVP, Portfolio Manager III.This position plays a vital role in helping high-net-worth clients achieve their financial goals by delivering comprehensive solutions that exceed client expectations.The ideal candidate will have a strong background in investment...

  • Senior Portfolio Manager

    1 month ago

    Fort Collins, Colorado, United States First Western Full time

    Job DescriptionFirst Western is seeking a highly skilled and experienced Portfolio Manager III to join our team!We are looking for a talented professional to help high-net-worth clients achieve their financial goals. As a Portfolio Manager III at First Western, you will play a vital role in delivering comprehensive solutions that exceed client...

  • Senior Portfolio Manager

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our team at First Western. As a key member of our Wealth Management team, you will be responsible for managing investment portfolios and providing exceptional service to our high-net-worth clients.Key Responsibilities:Develop and implement investment strategies to meet client goals...

  • VP, Portfolio Manager II

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Senior Investment Portfolio ManagerFirst Western is seeking a highly skilled and experienced Senior Investment Portfolio Manager to join our team.This is a challenging and rewarding opportunity for a passionate and experienced professional to play a vital role in helping high-net-worth clients achieve their financial goals.As a Senior Investment Portfolio...

  • Strategic Portfolio Manager

    2 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job OverviewFirst Western is seeking a highly skilled and experienced Strategic Portfolio Manager to join our team.This is a unique opportunity to work with high-net-worth clients and help them achieve their financial goals.The successful candidate will be responsible for leading the growth and development of the Profit Center's investment portfolio, working...

  • Senior Portfolio Manager

    1 month ago

    Fort Collins, Colorado, United States First Western Full time

    Job SummaryFirst Western is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for leading the growth and development of our investment portfolio, working closely with our Fort Collins team to deliver comprehensive solutions that exceed client...

  • VP, Portfolio Manager II

    2 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Senior Investment Portfolio ManagerFirst Western is seeking a seasoned investment professional to join our team as a Senior Investment Portfolio Manager. As a key member of our Wealth Management team, you will play a vital role in helping high-net-worth clients achieve their financial goals.You will work closely with our Wealth Management team to deliver...

  • VP, Portfolio Manager II

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    VP, Portfolio Manager II Job DescriptionFirst Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team. As a key member of our Wealth Management team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key Responsibilities:Develop and implement comprehensive investment strategies...

  • VP, Portfolio Manager II

    1 month ago

    Fort Collins, Colorado, United States First Western Full time

    VP, Portfolio Manager II Job DescriptionFirst Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team.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.Key...

  • Portfolio Manager II

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job SummaryFirst Western is seeking a highly skilled and experienced Portfolio Manager II to join our team. As a key member of our Wealth Management team, you will play a vital role in helping high-net-worth clients achieve their financial goals.Key ResponsibilitiesLead the growth and development of the Profit Center's investment portfolio.Generate new...

  • Senior Vice President Portfolio Manager

    3 weeks ago

    Fort Collins, Colorado, United States First Western Full time

    Job OpportunityWe are seeking a highly skilled and experienced Senior Vice President Portfolio Manager to join our team at First Western.The ideal candidate will have a strong background in investment management and a proven track record of success in leading high-performing teams.As a Senior Vice President Portfolio Manager, you will be responsible for...

  • Senior Vice President Portfolio Manager

    1 month ago

    Fort Collins, Colorado, United States First Western Full time

    Job OpportunityWe are seeking a highly skilled and experienced Senior Vice President Portfolio Manager to join our team at First Western.The ideal candidate will have a strong background in investment management and a proven track record of success in leading high-performing teams.As a Senior Vice President Portfolio Manager, you will be responsible for...

  • Senior Vice President, Investment Portfolio Manager

    2 months ago

    Fort Collins, Colorado, United States First Western Full time

    Position OverviewFirst Western is in search of a Senior Vice President, Investment Portfolio Manager to enhance our financial services.Are you ready to take on a significant role in the investment management sector? We are looking for a dedicated and knowledgeable professional to contribute to our mission.As a Senior Vice President, Investment Portfolio...

  • Senior Vice President, Investment Portfolio Manager

    2 months ago

    Fort Collins, Colorado, United States First Western Full time

    Position OverviewFirst Western is in search of a Senior Vice President, Investment Portfolio Manager to enhance our financial services team.Are you ready to take on a significant role in the investment management sector? We are looking for a dedicated and skilled professional to contribute to our mission.As a Senior Vice President, Investment Portfolio...

  • Portfolio Manager

    3 weeks ago

    Fort Worth, Texas, United States Wilks Full time

    Job Title: Portfolio ManagerAt Wilks, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a team responsible for assigned customer relationships contained within a portfolio consisting of factoring, ledgered asset-based lines, and asset-based loans provided to small to middle market...

  • Portfolio Manager

    3 weeks ago

    Fort Worth, Texas, United States Wilks Full time

    Job Title: Portfolio ManagerAt Wilks, we are seeking a highly skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing a team responsible for assigned customer relationships contained within a portfolio consisting of factoring, ledgered asset-based lines and asset-based loans provided to small to middle market...

  • Portfolio Manager

    2 weeks ago

    Fort Worth, Texas, United States Wilks Full time

    Job Summary:As a Portfolio Manager at Wilks, you will be responsible for managing a team responsible for assigned customer relationships contained within a portfolio consisting of factoring, ledgered asset-based lines, and asset-based loans provided to small to middle market commercial clients. This role is responsible for managing credit department staff,...

  • SVP of Refinery Operations

    3 weeks ago

    Fort Wayne, United States Futura Energy Group Full time

    We are delighted to be retained by a leading waste-to-energy company that are looking for an SVP of Refinery Operations to join their team. The ideal candidate will have extensive leadership experience in refinery startup operations and turnarounds.You will provide strategic leadership to develop and execute strategic plans to optimize refinery operations...