Senior Portfolio Manager
2 weeks ago
First Western is seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management team, 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.
Key Responsibilities
- Lead the growth and development of the investment portfolio, identifying opportunities for expansion and implementing strategies to achieve business objectives.
- Work closely 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.
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
Benefits
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
How to Apply
Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/
Questions? Contact us at Talent.Management@myfw.com
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 people from different 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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