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Vice President of Investment Management

2 months 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 rewarding challenge? We are looking for a dedicated and skilled professional to contribute to our organization.

As the Vice President of Investment Management at First Western, you will be instrumental in assisting affluent clients in reaching their financial aspirations. Collaborating closely with our Wealth Management division, you will provide integrated solutions that surpass client expectations.

Key Responsibilities:

  • Establish individual annual sales targets aligned with overall office objectives.
  • Act as the primary liaison for investment management clients, fostering strong relationships with colleagues.
  • Drive the expansion and enhancement of the Profit Center's investment portfolio.
  • Identify new client opportunities and develop investment management proposals.
  • Collaborate with the team to offer prospective, new, and existing clients a comprehensive approach that includes all bank products and services.
  • Create asset allocation strategies tailored to client needs.
  • Draft and revise investment policy statements for clients while monitoring portfolios for compliance.
  • Conduct quarterly meetings with clients to assess investment performance.
  • Maintain regular communication with clients to clarify investment outcomes and market trends; evaluate portfolios for tax efficiency.
  • Stay informed about and adhere to all relevant laws, regulations, policies, and procedures.
  • Familiarize yourself with and comply with all company policies as outlined on the company's internal platform.
  • Review the Associate Handbook and Company Policies annually as directed by Human Capital.
  • Complete and comply with the Company’s Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgment.
  • Fulfill all assigned training requirements promptly.
  • Embrace and uphold First Western's Core Values.
  • Perform additional duties as required.

Qualifications:

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

Educational Background:

Bachelor's Degree in Business, Finance, or a related field is required. A Master's Degree, such as an 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.

Licenses/Certifications:

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

What We Offer:

At First Western, we take pride in our culture of innovation, collaboration, and continuous improvement. We are dedicated to equipping our employees with the necessary tools and resources for success, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

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

Job Classification: Full-Time, Exempt

*Actual offers will be based on experience, education, and 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.