Apply on Employer Site

First Western Trust · 1 day ago

SVP, Trust Officer

Jackson, WY

Full-time

Onsite

Mid, Senior Level

$125K/yr - $175K/yr

7+ years exp

First Western is seeking an SVP, Trust Officer to join our team! In this role, you will help high-net-worth clients achieve their financial goals by maintaining trust account relationships and providing comprehensive wealth planning solutions.

BankingFinancial ServicesRetirementWealth Management

H1B Sponsor Likely

Responsibilities

Maintain relationships for trust accounts to develop and retain satisfied and loyal clients through adherence to client segment service standards, maintenance of the relationship, and identifying other potential bank products to help solve client needs

Initiate and attend meetings with beneficiaries and portfolio managers to recommend potential additions or changes to wealth planning objectives. Analyze complex estate planning needs, and identify and present solutions to meet client goals

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

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

Administer complex trust relationships and planning activities to support the growth and development of the Profit Center's trust portfolio. Partner with the Director of Wealth Planning to create and deliver fiduciary-oriented wealth plans. Collaborate with other teams to advise prospective, new, and existing clients with a holistic approach that encompasses all products and services of the bank and drives referrals to other business lines

Identify and introduce new opportunities to the office via individual networking and consultative selling, as a portion of the overall annual office non-interest income fee growth goal will be assigned to the associate

Consult with clients’ attorneys, accountants, and financial planners to promote fiduciary services

Quarterback and provide sales support for new trust opportunities as appropriate. Coordinate preparation of RFP’s, fiduciary sales presentations and compiling other materials as necessary. Ensure appropriate follow-up through client acceptance and new account opening, including onboarding

Supervise, train and mentor more junior Trust Officers and Trust Associates, and assist with new associate training and onboarding

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

Qualification

Trust administrationEstate planningJuris Doctor (JD)CTFA certificationBusiness developmentMicrosoft Office SuiteFluency with TrustDeskCRM experienceNetworkingCommunication skillsTeamwork

Required

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

7-10 years Trust administration and/or experience as an attorney specializing in trust & estate planning

5-7 years Business development and leadership

Juris Doctor (JD) Upon Hire

CTFA or equivalent experience Upon Hire

Fluency with TrustDesk and all related systems employed in trust administration

Proficient in Microsoft Office Suite, with exceptional Excel skills

High initiative and follow-through

Ability to work independently and with a team

Experience working with high net-worth individuals

Excellent written and verbal communications skills, and ability to present to clients and prospects

Preferred

Experience with CRM preferred

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

https://myfw.com/

H1B Sponsorship

First Western Trust has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (2)