SVP, Trust Officer at First Western Financial, Inc. in Phoenix, Arizona

Job Description:

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.

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 as a Trust Officer? 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 within our banking team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

Pay Range: $112,500 - $157,500 annually, based on experience
Classification: Full-time, Exempt
Application Close Date: December 20, 2021, subject to change at the discretion of First Western's Talent Management team

Job Responsibilities:

• Maintain relationships for Trust accounts to develop and retain highly satisfied clients, attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives.


• Administer complex trust relationships and planning activities to support and expand client relationships.


• Supervise, train and mentor more junior Trust Officers and Trust Associates.


• Be an internal and external thought leader, providing training to clients and associates on estate planning and tax matters.


• Analyze complex estate planning needs, and identify and present solutions to meet client goals.


• Remain current with all changes to trust, estate and tax law and apply this knowledge to the administration of trust accounts.


• Consult with clients' attorneys, accountants, and financial planners to promote fiduciary services.


• Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.


• Work closely with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans.


• Approve and direct disbursement of fiduciary funds, oversee the preparation of federal and state tax returns for trusts by bank's accounting firm, and ensure that all state and federal rules and regulations are complied with.


• 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:

• Juris Doctor (JD); CTFA is also acceptable with significant relevant work experience is required


• 10-15 years Trust administration and/or experience as an attorney specializing in trust & estate planning is required


• 5-7 years experience in a supervisory role is preferred


• Juris Doctor (JD) upon hire is required


• CTFA or equivalent experience upon hire is required


• Fluency with TrustDesk and all related systems employed in trust administration.


• Excellent written and verbal communications skills including ability to present to large audiences


• Proven leadership skills, team-oriented, detail-oriented; ability to organize, prioritize, multi-task and mentor fellow associates.

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 TalentManagement@myfw.com 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.