SVP, Director of Planning, Trust, & Investment Management

First Western Trust Bank•Vail, CO

57d

About The Position

First Western is seeking an SVP, Director of Planning, Trust, & Investment Management to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As an SVP, Director of Planning, Trust, & Investment Management at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Vail Valley team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

Requirements

Leadership and mentorship aptitude
Proficient in Microsoft Office Suite, with exceptional Excel skills.
Experience working with banking and credit software.
Experience with CRM preferred.
Strong mathematical and analytical skills.
High initiative and follow-through.
Ability to work independently and with a team.
Excellent written and verbal communications skills.
Experience working with high net-worth individuals.
Understand and effectively communicate First Western's financial products and services. Maintain knowledge of tax laws, banking regulations, company policies and procedures
Able to organize, prioritize, multi-task, and self-starter.
Bachelor's Degree in Business, Finance or Related Field
10 + years Investment and Trust administration
7-10 years Leadership, business development, and supervisory experience
CFP, CFA, or CTFA Upon Hire

Nice To Haves

Master's Degree MBA or JD

Responsibilities

Assigns and contributes to profit center production goals for non-interest fee income; Sets objectives for referrals to other product groups, to be assigned in conjunction with the annual office sales goals.
Responsible for identifying and introducing new clients to the firm, and consulting with clients' attorneys, accountants, and financial planners to promote PTIM services.
Ensures daily calling activity by PTIM associates for client retention, prospecting, referrals, including joint calling efforts for instruction, coaching, and mentoring.
Collaborates with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines.
Manages PTIM team workload and delegates based on capacity, and according to sales and service metrics and client segment standards.
Responsible for effective new associate onboarding, career pathing, recruitment, coaching and retention.
Promotes effective forecasting, pipeline management and CRM discipline and data integrity.
Drives initiatives around expanding client relationships, new PTIM product strategies, and reducing attrition.
Ensures proactive sales support and new opportunity progression, from initial identification through account closing and onboarding. This includes RFP and sales presentation completion and delivery, timely follow-up, and effective solution development, with a larger view of all FWT products and services.