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First Western Trust · 1 week ago

SVP, Relationship Manager III

Denver, CO

Full-time

Onsite

Director/Executive

$137K/yr - $206K/yr

15+ years exp

First Western is seeking an SVP, Relationship Manager III to join our team. In this role, you will help high-net-worth clients achieve their financial goals by working closely with the Retirement Services team to deliver comprehensive solutions that exceed client expectations.

BankingFinancial ServicesRetirementWealth Management

Responsibilities

Individual annual sales goal component to be assigned in conjunction with the annual office sales goal

Attend and contribute to regularly scheduled internal team meetings

Serve as a technical and professional resource for all RM II associates

Attend and facilitate regularly scheduled client meetings to review overall plan services, vendor alignment, investments, plan design, employee communication and education, expenses, etc.; complete meeting minutes and follow up on action items

Market and evaluate retirement plan proposals for both new and existing clients; analyze proposals, develop appropriate recommendations, and draft executive summary

Prepare investment analysis for clients regularly

Conduct employee education meetings, including participant investment guidance using standardized asset allocation models

Provide compliance and regulatory oversight/guidance to internal staff and external clients to ensure that all clients comply with legislative/regulatory changes

Perform annual benchmarking and Request for Proposals for clients every 3-5 years

Qualification

Retirement services managementERISA/IRS regulationsClient relationship managementMicrosoft OfficePensionmarkProject Management ProfessionalProblem resolutionCommunication skillsTeam collaboration

Required

Bachelor's Degree

15+ years Retirement services client management

AIF Upon Hire

PMP® Project Management Professional Within 1 year of hire

Excellent written communication, speaking skills, and computer skills including Microsoft Office programs as well as Pensionmark, CRM, Adobe Pro, Zoom, Teams, and WebEx

Comprehensive understanding of all institutional retirement plan benefits including executive compensation, defined benefits, and defined contribution plans

Practical understanding of ERISA/IRS regulations related to Institutional retirement plans

Able to Manage and resolve difficult client administration and servicing issues

Ability to work both independently and as a team

Partner effectively and professionally with several internal resources/teams in the process of researching issues and developing servicing action plans

Benefits

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

Company

First Western Trust

We cater to the distinct needs of high-net-worth individuals, families, entrepreneurs, and business owners, offering a deeply personal and sophisticated financial experience.

Founded in 2002

Denver, Colorado, USA

201-500 employees