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    SVP, Relationship Manager III - Denver, United States - First Western

    First Western
    First Western Denver, United States

    3 weeks ago

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    Description

    Job Description

    Job Description

    First Western is seeking an SVP, Relationship Manager III 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 SVP, Relationship Manager III 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 Denver Region 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:

    • 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 on a regular basis
    • 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 remain compliant with legislative/regulatory changes.
    • Perform annual benchmarking and Request for Proposals for clients every 3-5 years.
    • Review client plan design annually.

    What You Bring:

    • 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 benefit 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

    Education Level Education Details Required/Preferred
    Bachelor's Degree Required

    Experience Level Experience Details Required/Preferred
    15+ years Retirement services client management Required

    License/Certification Details Time Frame Required/Preferred
    AIF Upon Hire Required
    PMP Project Management Professional Within 1 year of hire Required

    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: $137,000 - $206,000/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:

    Questions? Contact us at

    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.

    Region A Pay Range

    Pay Range$137,000—$206,000 USD
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