Senior Portfolio Manager

1 week ago


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

First Western is seeking a highly skilled and experienced Portfolio Manager III to join our team

We are looking for a talented professional to help high-net-worth clients achieve their financial goals. As a Portfolio Manager III at First Western, you will play a vital role in delivering comprehensive solutions that exceed client expectations.

Key Responsibilities:

  • Develop and implement investment strategies to meet client objectives.
  • Manage and maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS).
  • Collaborate with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank.
  • Generate new client leads and prepare investment management proposals.
  • Produce cash flow and wealth planning tools designed to enhance client relationships and expand Bank wallet share.

Requirements:

  • 10-15 years of related investment management experience.
  • Proficient in Microsoft Office Suite, with strong Excel skills.
  • Excellent written and verbal communications skills.

What We Offer:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need 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



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