VP, Portfolio Manager II
4 weeks ago
We are seeking a highly skilled and experienced VP, Portfolio Manager II to join our team at First Western. As a key member of our investment 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 for clients, ensuring alignment with their financial objectives and risk tolerance.
- Lead the growth and development of the Profit Center's investment portfolio, driving revenue growth and expanding our client base.
- Collaborate with colleagues to build strong relationships with clients, providing exceptional service and support to meet their investment needs.
- Generate new client leads and prepare investment management proposals, showcasing our expertise and value proposition.
- Partner with the team to advise prospective, new, and existing clients on a holistic approach that encompasses all products and services of the bank.
- Develop asset allocation strategies for clients, ensuring optimal portfolio performance and risk management.
- Prepare and update investment policy statements for clients, monitoring portfolios to ensure adherence to their investment objectives.
- Meet with clients regularly to review investment performance, providing clear and concise explanations of market conditions and investment results.
- 5-7 years of related investment management experience, with a strong track record of success.
- Excellent written and verbal communication skills, with the ability to effectively present information to senior management, clients, and prospective clients.
- Strong mathematical and analytical skills, with proficiency in Microsoft Office Suite and Financial Planning software.
- Advanced leadership qualities, with the ability to motivate and lead a team to achieve exceptional results.
- A competitive compensation package, including a base salary of $103,000 - $145,000 per year, plus strong bonus potential.
- A comprehensive benefits program, including 401(k) plan with match, paid parking/transportation benefits, access to training & professional development programs, and more.
- A dynamic and supportive work environment, with opportunities for growth and development.
We are an equal opportunity employer, committed to creating an inclusive and safe environment for all employees. We celebrate diversity and are proud to be a workplace that values and respects individuals from all backgrounds.
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VP, Portfolio Manager II
2 hours ago
Bozeman, Montana, United States First Western Full timeVP, Portfolio Manager IIFirst Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team. As a key member of our investment management team, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Bozeman team to deliver comprehensive solutions that exceed...
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VP, Portfolio Manager II
3 weeks ago
Bozeman, Montana, United States First Western Trust Full timeJob Title: VP, Portfolio Manager IIFirst Western Trust is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team.About the Role:We are looking for a talented professional to lead the growth and development of our investment portfolio. As a VP, Portfolio Manager II, you will be responsible for serving as the point of contact for...
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VP, Portfolio Manager II
2 days ago
Bozeman, Montana, United States First Western Full timeJob SummaryWe are seeking a highly skilled and experienced VP, Portfolio Manager II to join our team at First Western. As a key member of our investment management team, you will be responsible for leading the growth and development of our investment portfolio, generating new client leads, and preparing investment management proposals.Key...
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Event Coordinator II
3 weeks ago
Bozeman, Montana, United States Montana State University Full timeJob Title: Event Coordinator IIMontana State University is seeking a highly organized and detail-oriented Event Coordinator II to join our Conference and Event Services team. As an Event Coordinator II, you will be responsible for coordinating and managing events, conferences, and meetings for various clients, including student organizations, MSU...
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Pharmacy Manager
2 weeks ago
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Pharmacy Manager
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Network Systems Analyst II
10 hours ago
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Bozeman, Montana, United States Bridger Photonics, Inc. Full timeJob SummaryBridger Photonics, Inc. is seeking an experienced Director of Product Management to lead the development and execution of our hardware product strategy. As a key member of our leadership team, you will be responsible for overseeing the full product lifecycle, from ideation to launch, and ensuring alignment with our company's overall vision and...
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Account Executive II
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Global Sourcing Manager
2 days ago
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Regional Manager
5 days ago
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Regional Manager
6 days ago
Bozeman, Montana, United States ROUNDHOUSE COMMUNITIES LLC Full timeRegional Manager Job DescriptionRoundhouse Communities LLC is seeking a seasoned professional to fill the role of Regional Manager. As a key member of our team, you will be responsible for maximizing the value of our assigned portfolio of assets through strategic oversight, process optimization, and analysis of property efficiencies.Key...
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Business Operations Manager
6 days ago
Bozeman, Montana, United States Montana State University Full timeJob SummaryWe are seeking a highly skilled Business Operations Manager to join our team at Montana State University. The successful candidate will provide high-level administrative and management support to the Department of Agricultural Economics and Economics.Key ResponsibilitiesAct as Executive Assistant to the Department Head, co-facilitating overall...
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Regional Manager
4 days ago
Bozeman, Montana, United States ROUNDHOUSE COMMUNITIES LLC Full timeRegional ManagerRoundhouse Communities LLC is seeking a seasoned professional to fill the role of Regional Manager. As a key member of our team, you will be responsible for maximizing the value of our portfolio of assets through strategic oversight, process improvement, and analysis of property efficiencies.Key Responsibilities:Supervise property operations...
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Regional Manager
6 days ago
Bozeman, Montana, United States ROUNDHOUSE COMMUNITIES LLC Full timeJob Title: Regional ManagerRoundhouse Communities LLC is seeking a seasoned professional to fill the role of Regional Manager. As a key member of our team, you will be responsible for maximizing the value of our assigned portfolio of assets through strategic oversight, process optimization, and analysis of property efficiencies.Key Responsibilities:Supervise...
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Territory Sales Manager
4 weeks ago
Bozeman, Montana, United States American Welding and Gas Full timeAbout the RoleAmerican Welding & Gas is seeking a highly motivated and experienced Territory Sales Manager to lead our sales growth and expansion in the surrounding states. As a key member of our team, you will be responsible for increasing sales and gross profit by establishing new customers and expanding business with existing customers within your...
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Business Operations Manager
5 days ago
Bozeman, Montana, United States Montana State University Full timeJob SummaryWe are seeking a highly skilled and experienced Business Operations Manager to join our team at Montana State University. The successful candidate will provide high-level administrative and management support to the Department of Agricultural Economics and Economics.Key ResponsibilitiesAct as Executive Assistant to the Department Head, providing...
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Commercial Relationship Manager I
5 days ago
Bozeman, Montana, United States First Interstate Bancsystem Inc Full timeAbout the RoleThis is an exciting opportunity to join our team as a Commercial Relationship Manager I, where you will be responsible for managing a portfolio of complex clients and establishing trusted advisor relationships with them.Key ResponsibilitiesAchieve individual annual production and growth goals for loan, deposits, and fees to ensure the bank...
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Regional Manager
5 days ago
Bozeman, Montana, United States ROUNDHOUSE COMMUNITIES LLC Full timeRegional Manager Job DescriptionRoundhouse Communities LLC is seeking a seasoned professional to fill the role of Regional Manager. As a key member of our leadership team, you will be responsible for maximizing the value of our assigned portfolio of assets through strategic oversight, process improvement, and analysis of property efficiencies.Key...
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Territory Sales Manager
5 days ago
Bozeman, Montana, United States American Welding and Gas Full timeAbout the RoleAmerican Welding & Gas is seeking a highly motivated and experienced Territory Sales Manager to lead our sales growth and expansion in the surrounding states. As a key member of our sales team, you will be responsible for establishing new customers and expanding business with existing customers within your assigned territory.Key...