VP, Client Service and Sales Manager

Alpine Bank • Denver, CO

10d • Onsite

About The Position

The Client Service and Sales Manager leads the professional growth and continued development of Alpine’s geographically dispersed sales officers. In Alpine’s agile, caring, and entrepreneurial culture, the role develops officers in a positive, collaborative environment and supports outstanding client service, expansion of existing client relationships, business development, and organic sales growth through trusted client relationships and advisor collaboration. The position may be based at any Alpine Bank location, subject to available space, and requires regular, reliable on-site attendance.

The manager oversees and develops client-facing officers, coaches relationship-based business development, supports their daily client activity and relationship management, and provides training and mentorship. The role also maintains knowledge of applicable regulatory requirements and department policies, ensures direct-report compliance, and participates in community activities that support Alpine’s brand and reputation. Other duties may be assigned as needed.

Requirements

• At least 6 years of experience leading client relationships and meeting client needs in a wealth management firm, trust company, or trust department.
• Experience diagnosing client needs through advanced discovery, navigating sensitive conversations diplomatically, and translating planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
• Bachelor’s degree (B.A. or B.S.) required.
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License.
• Outstanding oral, interpersonal, and written communication skills.
• Ability to give and receive feedback.
• Advanced proficiency in meeting the needs of wealth management and trust/estate clients, and willingness to model and share client-service expertise.
• Collaborative, calm, empathetic, and client-centered approach; ability to balance supervisory responsibilities and empower direct reports’ growth.
• Exceptional negotiation and relationship-building ability.
• Ability to give and receive mentoring in a mature and open manner.
• Ability to deliver results in partnership with colleagues and departmental and bank leadership.
• Excellent problem-solving skills and understanding of business implications of decisions.
• Adaptability and change-management skills.
• Strong attention to detail, problem-solving, and decision-making skills, including ability to focus quickly on key issues, make decisions under time constraints, and turn business-development challenges into opportunities.

Nice To Haves

• At least 1 year of supervisory or managerial experience in the financial services industry.
• Experience working with a trust accounting system.
• CFP, CTFA, CPA, MBA, JD, or similar advanced degree or certification.

Responsibilities

• Manage and develop the client-facing officer team to ensure client interactions meet high standards and expectations.
• Coach officers on relationship-based business development strategies to drive sales results.
• Create an inspiring culture and help direct reports develop personalized plans for career and personal goals.
• Oversee and assist with officers’ daily client activity and relationship management, escalating items to Senior Management as needed.
• Maintain expert knowledge of regulatory rules, current laws and regulations, and departmental policies and procedures, and ensure direct-report compliance.
• Facilitate individual and group training to develop officers’ technical and soft skills.
• Provide active mentorship to team members.
• Participate in community activities and support efforts to grow Alpine’s brand and reputation.
• Take on additional responsibilities and duties as needed.
• Perform other duties as assigned.

Benefits

• Participation in the ABWM incentive compensation program.
• Participation in the annual Alpine Bank discretionary bonus program.
• Employee benefits are referenced on the Alpine Bank Careers Page, but specific benefits are not listed in the job description.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager