Senior Vice President Portfolio Manager
2 weeks ago
We are seeking a highly skilled and experienced Senior Vice President Portfolio Manager to join our team at First Western.
The ideal candidate will have a strong background in investment management and a proven track record of success in leading high-performing teams.
As a Senior Vice President Portfolio Manager, you will be responsible for leading the growth and development of our investment portfolio, working closely with our Fort Collins team to deliver comprehensive solutions that exceed client expectations.
You will serve as the point of contact for investment management clients, building strong relationships and providing exceptional service.
Key Responsibilities:
- Lead the growth and development of the Profit Center's investment portfolio
- Partner with the team to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank
- Maintain asset allocation discipline as assigned by First Western Trust Investment Policy Statement (IPS)
- Ability to produce cash flow and wealth planning tools designed to enhance client relationships and expand Bank wallet share
- Generate new client leads and prepare investment management proposals
Requirements:
- Proficient in Microsoft Office Suite, with strong Excel skills
- Excellent written and verbal communications skills
- Experienced in business development within local market area
Education and Experience:
Bachelor's Degree in Business, Finance, or related field required; Master's Degree in Business Administration (MBA) preferred.
10-15 years of related investment management experience required.
What We Offer:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We offer a competitive compensation package, comprehensive benefits program, and ongoing training and development opportunities.
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/
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.
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