Senior Portfolio Manager
3 days ago
First Western is seeking a seasoned professional to fill the role of SVP, Portfolio Manager III. As a key member of our team, you will play a vital role in helping high-net-worth clients achieve their financial goals.
Key Responsibilities:- Act as the primary point of contact for investment management clients, building strong relationships with colleagues to deliver exceptional service.
- Lead the growth and development of the Profit Center's investment portfolio, driving strategic decisions to optimize performance.
- Collaborate with the team to provide holistic advice to clients, encompassing all products and services offered by the bank.
- Maintain asset allocation discipline, adhering to First Western's Trust Investment Policy Statement (IPS).
- Develop and implement cash flow and wealth planning tools to enhance client relationships and expand bank wallet share.
- Identify new business opportunities and prepare investment management proposals to drive growth.
- Proficiency in Microsoft Office Suite, with strong Excel skills.
- Excellent written and verbal communication skills.
- Proven experience in business development within a local market area.
At First Western, we prioritize a culture of innovation, teamwork, and continuous learning. We provide our employees with the tools and resources needed to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $123,300 - $185,400/YR
Job Classification: Full-Time Exempt
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/
Questions? Contact us at Talent.Management@myfw.com
First Western Financial, Inc. is proud to be an Equal Opportunity Employer, committed to creating an inclusive and safe environment for all employees.
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