Executive Director, Wealth Planning

2 weeks ago


Denver, Colorado, United States First Western Full time
Job Description

First Western is seeking an experienced professional to fill the role of Executive Director, Wealth Planning. As a key member of our team, you will be responsible for providing high-level guidance and leadership in the development and implementation of wealth planning strategies.

Key Responsibilities:

  • Develop and implement comprehensive wealth planning strategies to meet the needs of high-net-worth clients.
  • Lead and manage a team of wealth planning professionals to ensure the delivery of exceptional client service.
  • Collaborate with cross-functional teams to identify and pursue business opportunities.
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices.
  • Develop and maintain strong relationships with clients, colleagues, and external partners.

Requirements:

  • 10-15 years of experience in wealth management or a related field.
  • Master's degree in a relevant field, such as finance or business.
  • Strong leadership and management skills, with the ability to motivate and develop a team.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to analyze complex financial data and develop effective solutions.

What We Offer:

  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.


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