Senior Portfolio Manager

2 days ago


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

We are seeking a highly skilled Senior Portfolio Manager to join our team at First Western. As a key member of our Wealth Management team, you will be responsible for managing investment portfolios and providing exceptional service to our high-net-worth clients.

Key Responsibilities:

  • Develop and implement investment strategies to meet client goals and objectives
  • Manage and monitor investment portfolios to ensure optimal performance
  • Provide regular portfolio reviews and recommendations to clients
  • Collaborate with colleagues to build strong relationships with clients and drive business growth
  • Stay up-to-date with market trends and regulatory changes to ensure compliance and best practices

Requirements:

  • 5-7 years of experience in investment management or a related field
  • Strong knowledge of financial planning and investment strategies
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks

What We Offer:

  • A competitive salary and bonus structure
  • Ongoing training and development opportunities
  • A comprehensive benefits package, including health insurance and retirement plans
  • The opportunity to work with a dynamic and growing company

Apply today to join our team and take your career to the next level



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