Vice President of Investment Management

1 week ago

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

First Western is in search of a Vice President of Investment Management

Are you ready to take on a pivotal role in guiding affluent clients towards their financial aspirations? At First Western, we are looking for a dedicated and knowledgeable professional to enhance our investment management services.

As the Vice President of Investment Management, you will be instrumental in collaborating with our Wealth Management division to provide all-encompassing solutions that surpass client expectations.

Key Responsibilities:

  • Achieve individual annual sales targets aligned with overall office objectives.
  • Act as the primary liaison for investment management clients, fostering robust relationships with colleagues.
  • Drive the expansion and enhancement of the Profit Center's investment portfolio.
  • Identify new client opportunities and craft investment management proposals.
  • Collaborate with the team to offer prospective and existing clients a comprehensive suite of bank products and services.
  • Formulate asset allocation strategies tailored to client needs.
  • Draft and revise investment policy statements for clients, ensuring compliance with established guidelines.
  • Conduct quarterly meetings with clients to assess investment performance.
  • Maintain regular communication with clients to clarify investment outcomes and market trends; optimize portfolios for tax efficiency.
  • Stay informed of and adhere to all relevant laws, regulations, policies, and procedures.
  • Review and comply with all company policies as outlined on the company’s internal resources.
  • Annually review the Associate Handbook and Company Policies as directed by Human Capital.
  • Complete and adhere to the Company’s Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgment.
  • Timely completion of all required training.
  • Embrace and uphold First Western's Core Values.
  • Perform additional duties as assigned.

Qualifications:

  • Proficient in Microsoft Office Suite, particularly Excel.
  • Experienced in utilizing Financial Planning software.
  • Exceptional written and verbal communication abilities.
  • Capable of effectively presenting information to senior management and clients.
  • Strong analytical and mathematical skills.
  • Demonstrated leadership capabilities.
  • Outstanding interpersonal skills.

Educational Background:

Bachelor's Degree in Business, Finance, or a related field is required; a Master's Degree (MBA) is preferred.

Experience Requirements:

A minimum of 5-7 years of relevant investment management experience is required, along with 3-5 years of experience in business development within the local market.

Licensure/Certification:

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification is required upon hire.

What We Offer:

At First Western, we are proud of our culture that fosters innovation, teamwork, and continuous learning. We are dedicated to equipping our employees with the necessary tools and resources for success, including ongoing training, a competitive compensation package, and a comprehensive benefits program.

Compensation Range: $92,700 - $130,500/YR

Classification: Full-Time, Exempt

*Actual offers will be based on experience, location, education, and/or skills.*

Benefits Include:

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

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. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented individuals from various backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

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