VP, Client Service and Sales Manager

Alpine Bank • Glenwood Springs, CO

10d • $110,000 - $150,000 • Onsite

About The Position

The Client Service and Sales Manager is responsible for the professional growth and continued development of sales officers. In Alpine’s agile, caring, and entrepreneurial culture, the role develops officers in a positive and collaborative environment and supports outstanding client service, expansion of existing client relationships, business development strategies, and organic sales growth through trusted client relationships and advisor collaboration. The position supervises a geographically dispersed team of sales officers and may be based at any Alpine Bank location, depending on available space.

The manager leads and develops the client-facing officer team, coaches officers on relationship-based business development, supports their daily client activity and relationship management, and provides mentorship and training. The position also ensures compliance with applicable regulatory requirements and departmental policies, participates in community activities, and supports Alpine’s brand and reputation. Regular and reliable on-site attendance is an essential function.

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 with diplomacy, and translating planning and investment concepts into clear, tailored guidance that influences decisions and builds 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 deliver and receive feedback.
• Advanced proficiency in meeting the needs of wealth management and trust/estate clients.
• Collaborative, calm, client-centered approach and ability to manage with empathy.
• Ability to balance leadership and supervisory responsibilities and empower the growth of direct reports.
• Exceptional negotiation and relationship-building abilities.
• 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 the 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 experiences meet high standards and expectations.
• Coach officers on relationship-based business development strategies to achieve sales results.
• Create an inspiring culture and help direct reports build personalized plans for career and personal development.
• 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 reports comply.
• Facilitate one-on-one and group training to develop officers’ technical and soft skills, and actively mentor team members.
• Participate in community activities and support efforts to grow Alpine’s brand and reputation.
• Take on additional responsibilities and duties as needed.
• Maintain regular and reliable on-site attendance.
• 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; specific benefits are not listed in the posting.

What This Job Offers

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