Strategic Portfolio Manager

4 weeks ago


Fort Collins, Colorado, United States First Western Full time
Job Overview

First 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 closely with the Fort Collins team to deliver comprehensive solutions that exceed client expectations.

Key Responsibilities:

  • Develop and implement investment strategies to meet client objectives.
  • Manage and maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).
  • Collaborate with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank.
  • Generate new client leads and prepare investment management proposals.

Requirements:

  • 10-15 years of related investment management experience.
  • Proficient in Microsoft Office Suite, with strong Excel skills.
  • Excellent written and verbal communications skills.

What We Offer:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We offer a competitive compensation package, comprehensive benefits program, and ongoing training and development opportunities.

Pay Range: $123,300 - $185,400/YR

Job Classification: Full-Time Exempt

Region: B



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