Senior Portfolio Manager

4 weeks ago


Vail, Colorado, United States First Western Full time
Job Description

First Western is seeking an experienced SVP Portfolio Manager III to play a vital role in helping high-net-worth clients achieve their financial goals.

The successful candidate will work closely with our Vail and Aspen teams to deliver comprehensive solutions that exceed client expectations.

Key Responsibilities:

  • Serve as the point of contact for investment management clients and build trusted and loyal client relationships.
  • Provide timely responses to client investment inquiries or requests.
  • Ensure client satisfaction through adherence to client segment service standards, maintenance of the relationship, and proactive outreach for quarterly reviews.
  • Support the growth and development of the Profit Center's investment portfolio by partnering with the team to advise prospective, new, and existing clients.
  • Identify and introduce new opportunities to the office via individual networking and consultative selling.
  • Quarterback and provide sales support for new opportunities as appropriate.
  • Develop asset allocation strategies for clients, in compliance with enterprise-wide recommendations.
  • Maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).
  • Drive investment product strategies and initiatives as appropriate.
  • Assist with new associate training and onboarding as requested and mentoring of other Portfolio Manager(s) and Investment Associate(s).

Requirements:

  • Proficient in Microsoft Office Suite, with exceptional Excel skills.
  • Experience with CRM preferred.
  • Strong mathematical and analytical skills.
  • High initiative and follow-through.
  • Ability to work independently and with a team.
  • Excellent written and verbal communications skills.
  • Able to organize, prioritize, multi-task, and self-starter.

Education and Experience:

  • Bachelor's Degree in Business, Finance, or related field.
  • Master's Degree in Business Administration (MBA) preferred.
  • 7-10 years of related investment management experience.
  • 5-7 years of experience in business development within a local market area.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) upon hire.

What We Offer:

  • A competitive compensation package.
  • A comprehensive benefits program.
  • Ongoing training and development.
  • Strong bonus potential.

First Western is an Equal Opportunity Employer and is committed to creating an inclusive and safe environment for all employees.



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