Executive Director, Wealth Management Specialist

3 weeks ago


Denver, Colorado, United States First Western Full time
Executive Director, Wealth Management

First Western is seeking a seasoned professional to lead our Wealth Planning team. As an Executive Director, Wealth Management, you will play a critical role in delivering comprehensive solutions to high-net-worth clients.

Key Responsibilities:
  • Collaborate with sales and service teams to achieve revenue, profitability, and client satisfaction targets.
  • Design and deliver wealth planning products, oversee daily operations, and manage processes and systems related to wealth plans.
  • Lead and develop a team of professionals, guiding them on business growth and implementing strategies to maximize effectiveness.
  • Consult on and complete high-profile and complex planning engagements, including expertise with CHB succession.
  • Provide ongoing training, mentoring, coaching, and growth opportunities for the sales and service teams, as well as the Insurance team, in complex planning concepts.
  • Oversee daily operations of the wealth planning process, including review of wealth plans, reporting of outcomes, adherence to service levels, and enhancement of processes.
  • Help drive resolution of issues and solve complex client problems.
  • Partner with sales and marketing leaders to enhance client engagement and develop new prospecting channels.
  • Assist teams in developing the Bank's network of external partners to better serve clients and increase referrals.
  • Optimize talent management to keep skills up to date and resources resilient in the face of changing markets and business needs.
Requirements:
  • Excellent proficiency with Microsoft Office Suite; experience with FIS/Verafin preferred.
  • Effective interpersonal communications, detail-oriented, and ability to multi-task in a fast-paced environment.


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