VP, Portfolio Manager II

3 weeks ago

Fort Collins, Colorado, United States First Western Full time
VP, Portfolio Manager II Job Description

First Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team.

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.

Key Responsibilities:
  • Develop and implement comprehensive investment strategies for high-net-worth clients.
  • Lead the growth and development of the Profit Center's investment portfolio.
  • Generate new client leads and prepare investment management proposals.
  • Partner with the Wealth Management team to deliver exceptional client service and build strong relationships.
  • Develop asset allocation strategies for clients and prepare and update investment policy statements.
  • Meet with clients regularly to review investment performance and communicate market conditions.
  • Maintain current knowledge of and comply with all applicable laws and regulations, policies, and procedures.
Requirements:
  • 5-7 years of related investment management experience.
  • 3-5 years of experience in business development within a local market area.
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification.
  • Strong mathematical and analytical skills, with excellent written and verbal communication skills.
  • Advanced leadership qualities and exceptional interpersonal skills.
What We Offer:
  • A competitive compensation package, including a base salary of $92,700 - $130,500 per year.
  • A comprehensive benefits program, including 401(k) plan with match, paid parking/transportation benefits, and access to training and professional development programs.
  • Strong bonus potential and opportunities for career advancement.

First Western is an Equal Opportunity Employer and is committed to creating an inclusive and safe environment for all employees. We celebrate diversity and are committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives.

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