Senior Portfolio Strategist
3 weeks ago
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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Senior Data Strategist
2 weeks ago
Bozeman, Montana, United States RELX Full time**About the Role:A Senior Data Strategist is responsible for leading a team of data scientists to drive business insights and decision-making. The ideal candidate will have a master's or doctorate in a quantitative field such as Computer Science, Statistics, or Mathematics.The estimated salary for this position is around $140,000 - $200,000 per year,...
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Corporate Financial Strategist
1 day ago
Bozeman, Montana, United States GSD Search Full timeJob Summary: Highpoint Health is seeking an experienced Corporate Financial Strategist to join our team in Gallatin, TN. As a key member of the finance team, you will play a critical role in developing and implementing financial strategies to support the organization's growth and success.Key Accountabilities:Develop and implement financial strategies to...
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Portfolio Manager Leader
3 weeks ago
Bozeman, Montana, United States First Western Full timeJob SummaryWe are seeking an experienced Portfolio Manager Leader to join our team at First Western. This is a full-time exempt position with strong bonus potential.The successful candidate will play a vital role in helping high-net-worth clients achieve their financial goals. They will work closely with our team to deliver comprehensive solutions that...
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Senior Data Strategist
2 days ago
Bozeman, Montana, United States Montana State University Full timeKey ResponsibilitiesLead Analytics Team: Provide oversight and technical guidance for the development of reports, analytics deliverables, and business intelligence tools.Conceptualize New Reports: Identify and develop new reports and deliverables that meet the needs of MSU constituents.Mentor Staff: Lead the Analytics and Data Science team, facilitate...
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Senior IT Project Manager
2 weeks ago
Bozeman, Montana, United States Harbor Freight Tools Full timeOverviewThe IT Applications Manager at Harbor Freight Tools oversees a team of skilled professionals responsible for aligning technology with business goals. This position requires strong leadership and collaboration skills to drive innovation and improvement across the organization.Key ResponsibilitiesEvaluate business strategies and develop effective...
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VP, Portfolio Manager II
7 days ago
Bozeman, United States First Western Trust Full timeFirst Western is seeking an VP, Portfolio Manager II 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 VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals....
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VP, Portfolio Manager II
1 week ago
Bozeman, United States First Western Full timeJob DescriptionJob DescriptionFirst Western is seeking an VP, Portfolio Manager II 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 VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients...
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VP, Portfolio Manager II
4 days ago
Bozeman, United States First Western Full timeJob DescriptionJob DescriptionFirst Western is seeking an VP, Portfolio Manager II 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 VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients...
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VP, Portfolio Manager II
1 week ago
Bozeman, United States First Western Full timeFirst Western is seeking an VP, Portfolio Manager II 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 VP, Portfolio Manager II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals....
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Director of Development
1 day ago
Bozeman, United States MSU Alumni Foundation Full timeJob DescriptionJob DescriptionSalary: Administrator: Senior Director of DevelopmentPreferred Experience: 2+ years demonstrated success in major and principal gift fundraising, preferably within a university settingEducation Required: Baccalaureate Degree or higher and relevant experienceOvertime Status: Exempt; not eligible for overtimeFTE and Benefits: 1.0...
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Regional Manager
4 days ago
Bozeman, United States Roundhouse Full timeSigning Bonus: $5,000Roundhouse, a rapidly growing developer of diverse real estate projects, is seeking a dynamic individual to fill the position of Regional Manager. Founded in 2008, we have operations in five states with 8,500 multi-family units and over $1.5B of assets under management. We pride ourselves in challenging the status quo to identify...
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Roundhouse | Regional Manager
3 days ago
bozeman, United States Roundhouse Full timeSigning Bonus: $5,000Roundhouse, a rapidly growing developer of diverse real estate projects, is seeking a dynamic individual to fill the position of Regional Manager. Founded in 2008, we have operations in five states with 8,500 multi-family units and over $1.5B of assets under management. We pride ourselves in challenging the status quo to identify...
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Sr. Consultant
4 days ago
Bozeman, United States Omnicell Full timeJob DescriptionSenior Consultant Most of your time will be spent with our customers helping guide pharmacy automation and improve business outcomes while working in parallel with cross-functional teams. We will look to you to provide experiences that compel our customers to partner with us. You will advise customers on workflows that optimize medication...