Senior Portfolio Strategist

3 weeks ago


Bozeman, Montana, United States First Western Full time

At First Western, we pride ourselves on our culture of innovation and excellence.

We are seeking a highly skilled Senior Portfolio Strategist to lead the growth and development of our investment portfolio. As a key member of our team, you will play a vital role in helping high-net-worth clients achieve their financial goals.

The ideal candidate will possess strong mathematical and analytical skills, excellent written and verbal communications skills, and the ability to effectively present information to senior management, clients, and prospective clients.

You will work closely with our team to deliver comprehensive solutions that exceed client expectations. Your expertise will be invaluable in developing asset allocation strategies for clients, preparing and updating investment policy statements, and monitoring portfolios to ensure adherence.

As a leader in our organization, you will have the opportunity to mentor and guide your colleagues in their professional development. We offer a competitive compensation package, including a salary range of $103,000 - $145,000 per year, and a comprehensive benefits program.

In addition to a generous bonus potential, we offer paid time-off, bank holidays, 401(k) plan with match, health savings account, health and wellness benefits, and access to training and professional development programs.

If you are a results-driven professional with a passion for providing exceptional service to clients, we encourage you to apply for this challenging and rewarding opportunity.



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