SVP, Relationship Manager III

First Western•Denver, CO

3d•$137,000 - $206,000

About The Position

First Western is seeking an SVP, Relationship Manager III 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, Relationship Manager III 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 Retirement Services 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

Excellent written communication, speaking skills, and computer skills including Microsoft Office programs as well as Pensionmark, CRM, Adobe Pro, Zoom, Teams, and WebEx.
Comprehensive understanding of all institutional retirement plan benefits including executive compensation, defined benefits, and defined contribution plans.
Practical understanding of ERISA/IRS regulations related to Institutional retirement plans
Able to Manage and resolve difficult client administration and servicing issues
Ability to work both independently and as a team
Partner effectively and professionally with several internal resources/teams in the process of researching issues and developing servicing action plans
Bachelor's Degree
15+ years Retirement services client management
AIF Upon Hire
PMP® Project Management Professional Within 1 year of hire

Responsibilities

Individual annual sales goal component to be assigned in conjunction with the annual office sales goal
Attend and contribute to regularly scheduled internal team meetings.
Serve as a technical and professional resource for all RM II associates.
Attend and facilitate regularly scheduled client meetings to review overall plan services, vendor alignment, investments, plan design, employee communication and education, expenses, etc.; complete meeting minutes and follow up on action items
Market and evaluate retirement plan proposals for both new and existing clients; analyze proposals, develop appropriate recommendations, and draft executive summary.
Prepare investment analysis for clients regularly
Conduct employee education meetings, including participant investment guidance using standardized asset allocation models
Provide compliance and regulatory oversight/guidance to internal staff and external clients to ensure that all clients comply with legislative/regulatory changes.
Perform annual benchmarking and Request for Proposals for clients every 3-5 years.