Retirement Services Relationship Manager

About First Western Trust.

First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California. 

Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.

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You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

Your Potential at First Western Trust

Are you looking for a career in Finance?  Do you enjoy solving problems and working through challenges?  Do you have a passion for analyzing financial data and providing value through recommendations?  Do you want to be part of a culture of growth? 

Great! If you are ready to join a growing team apply now!  We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

Pay Range: $77,000 - $92,500, based on experience
Full Range: $77,000 - $100,250
Classification: Full-time, Exempt  
Application Close Date: Open until filled

Job Responsibilities:

• Manage 20-30 client relationships (AUM $0-$5 million) within Retirement Services. This includes serving as the primary day-to-day employer contact, communicating with a variety of external partners, and assuming ownership for creating and maintaining successful working relationships.
• Overall coordination responsibility for the plan’s operation to ensure work performed is in compliance with governmental and/or plan document requirements and meets quality standards.
• Lead client investment committee meetings.
• Create materials for all client quarterly meetings for SVP & VP Relationship Managers.
• Perform quarterly fee benchmarking and Request for Proposals for their clients every 3-5 years.
• Review the plan design annually
• Develop and lead group and 1:1 education meetings for their clients as well as for SVP &VP Relationship Managers.
• Partner effectively and professionally with internal resources/teams in the process of researching issues and developing servicing action plans.
• Build and maintain knowledge on vendor products and features, processes and procedures and industry/regulatory changes.
• Assist in developing fee and service proposals for prospects.
• Know and comply with all Company policies set forth on the Company’s Intranet;
• Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;
• Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;
• Complete all assigned training on time.
• Embrace and adhere to First Western’s Core Values
• Other duties as assigned

Required Skills & Experience:

Education Level    Education Details    Required/Preferred
Bachelor's Degree, Required

Experience Level    Experience Details    Required/Preferred

1-3 years, 1-3 years of institutional retirement service and relationship management experience,    Required
3-5 years, Have used Microsoft Office programs, Word, PowerPoint, Excel and Publisher. As well as Adobe Pro, Zoom, Teams and Webex, Required
1-3 years, Retirement Services Call center experience,  Preferred

Looking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

- 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
- Paid Time-Off + Bank Holidays

Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

First Western will accommodate applicants with disabilities who need help applying for a position.  Contact [email protected] for assistance.

First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.