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First Western Trust · 3 days ago

Portfolio Manager III

Denver, CO

Full-time

Onsite

Mid, Senior Level

$121K/yr - $194K/yr

7+ years exp

First Western Trust is seeking a Portfolio Manager III to join their team, playing a vital role in helping high-net-worth clients achieve their financial goals. The role involves managing portfolios, executing trades, and maintaining client relationships while developing investment strategies.

BankingFinancial ServicesRetirementWealth Management

H1B Sponsor Likely

Responsibilities

Portfolio Management – Monitor and manage assigned portfolios to align with client objectives and risk parameters; conduct performance analysis and recommend adjustments based on market conditions

Trade Execution – Execute equity, fixed income, and alternative investment trades accurately and timely, ensuring compliance with regulatory requirements and internal policies

Client Relationship Management – Serve as the primary contact for investment clients, providing timely responses, proactive outreach, and quarterly reviews to ensure satisfaction and adherence to service standards

Client Engagement & Advisory – Prepare and deliver portfolio reviews, collaborate with relationship managers, and provide strategic insights to address client inquiries

Investment Strategy & Planning – Develop asset allocation strategies in line with policy guidelines; produce cash flow and wealth planning tools to deepen client relationships and expand wallet share

Business Development & Sales Support – Identify new opportunities through networking and consultative selling; coordinate RFPs, presentations, and onboarding for new accounts

Research Collaboration – Partner with the Investment Research team to implement strategies, leverage market intelligence, and contribute to idea generation and tactical asset allocation discussions

Compliance & Risk Management – Maintain consistent adherence to operational policies, regulatory requirements, and asset review processes

Leadership & Community Engagement – Mentor associates, assist with training, and maintain a strong presence in the community through networking and board involvement

Qualification

Investment managementCFPCFAMicrosoft Office SuiteCRM experienceMathematical skillsAnalytical skillsClient relationship managementBusiness developmentHigh net-worth experienceCommunication skillsTeamworkSelf-starter

Required

Bachelor's Degree Business, Finance, or related field

7-10 years Investment management

5-7 years Business development in local market

CFP or CFA Upon Hire

Proficient in Microsoft Office Suite, with exceptional Excel skills

Strong mathematical and analytical skills

High initiative and follow-through

Ability to work independently and with a team

Excellent written and verbal communications skills

Able to organize, prioritize, multi-task, and self-starter

Experience working with high net-worth individuals

Preferred

Master's Degree MBA

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)