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 professional to fill the role of SVP, Portfolio Manager III.

This position plays a vital role in helping high-net-worth clients achieve their financial goals by delivering comprehensive solutions that exceed client expectations.

The ideal candidate will have a strong background in investment management, excellent communication skills, and the ability to work closely with the Fort Collins team to drive growth and development of the Profit Center's investment portfolio.

Key Responsibilities:

  • Serve as the primary point of contact for investment management clients and collaborate with colleagues to build strong relationships.
  • Lead the growth and development of the Profit Center's investment portfolio, maintaining asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).
  • Partner with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank.
  • Develop and implement cash flow and wealth planning tools designed to enhance client relationships and expand Bank wallet share.
  • Generate new client leads and prepare investment management proposals.

Requirements:

  • Proficient in Microsoft Office Suite, with strong Excel skills.
  • Excellent written and verbal communication skills.
  • Experience in business development within a local market area.

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

Benefits: Strong Bonus Potential, 401(k) Plan with Match, Paid Parking/Transportation Benefits, Access to Training & Professional Development Programs, Sponsorship for Obtaining Professional Certifications, Flex Spending Accounts, Health Savings Account, Health & Wellness Benefits, Paid Time-Off+ Bank Holidays

Interested in learning more? Visit us today at: https://myfw.com/careers/

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees.



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