Executive Director, Wealth Planning - First Western

First Western is seeking an Executive Director, Wealth Planning 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 a Executive Director, Wealth Planning 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 Wealth Planning 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.

What You Will Do:

• Proactively and collaboratively work with the sales and service teams to achieve PTIM targets in relation to revenue, profitability, client satisfaction, client servicing, and advisory product penetration. 
• Design and deliver wealth planning (WP) products, oversee daily operations related to development, delivery and implementation of wealth plans, and management of processes and systems relative to the WP products. 
• Lead and develop team of professionals; guide team on growth of business, implement strategies to maximize effectiveness and help develop and evolve product and service offerings. 
• Consult on and complete high-profile and complex planning engagements, including expertise with CHB succession.  
• Provide ongoing training, mentoring, coaching and growth of the PTIM sales and service teams as well as the Insurance team in application of complex planning concepts to WP output. 
• Oversee daily operations of the WP process, including review of wealth plans and other deliverables, reporting of outcomes, adherence to service levels, annual reviews, and enhancement to processes. 
• Help drive resolution of issues and solve complex client problems. 
• Together with the sales and marketing leaders, function as the executive oversight for sales efforts across both prospects and existing customers to maximize cross-selling and ensure relationship managers are applying best practices when engaging in business development and prospect conversion. 
• Together with the sales and marketing leaders, develop strategies to enhance client engagement as well as new prospecting channels. Support business development activities by partnering with relationship managers during prospect and client meetings as needed. 
• Assist teams in developing the Bank's network of external partners (lawyer, accountant, tax advisor, etc.) to better serve the clients and increase referrals from external parties to the Bank. 
• Optimize talent management to keep the skills of PTIM talent up to date and PTIM resources resilient in the face of changing markets, business needs, associate absences, and associate succession.  Reviewing and assessing key PTIM associates for performance, compensation, and promotion purposes. 

What You Bring: 

• Excellent proficiency with Microsoft Office Suite; experience with FIS/Verafin preferred 
• Effective interpersonal communications; detail-oriented; ability to multi-task in a fast-paced environment 
• Strong presentation, written and verbal communications skills 
• Excellent problem solving and analytical skills  
• Ability to analyze and interpret complex legal and regulatory documents 
• Strong project management and organization skills 
• Outstanding leadership and team mentoring abilities 
• Comfortable and professional in dealing with senior management and the Board of Directors 

Education Level    Education Details     Required/Preferred

​​Master's Degree​     Relevant JD, LLM degrees and/or CPA, CFP certificate    ​​Required​ 

Experience Level    Experience Details     Required/Preferred 

​​10-15 years​ Wealth management industry experience    ​​Required​ 

​​5-7 years​ Supervisory experience – this role will have staff     ​​Preferred​ 

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range:  $204,000- $347,000/YR

Job Classification:  Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- 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
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

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

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.