SVP, Private Client Relationship Manager

You are a relationship-driven wealth management professional with a proven track record of serving high-net-worth clients and growing trusted advisory relationships. You excel at business development, complex financial planning, and delivering customized wealth strategies that help clients achieve their goals. You combine deep technical knowledge with exceptional client service and a collaborative approach.

The SVP, Private Client Relationship Manager serves as a trusted advisor to clients while driving growth through new business development and referral partnerships. This role delivers comprehensive wealth management solutions that may include trust, investment, estate planning, retirement, insurance, and workplace wealth services. Success in this position comes from building deep client relationships, delivering exceptional service, and helping clients navigate complex financial decisions.

• →Acts as a trusted advisor, building relationships with clients and referral partners to deliver comprehensive wealth management solutions, including trust, investments, estate planning, retirement planning, insurance, and workplace wealth services.
• →Develops new business through networking, prospecting, community involvement, and strategic referral partnerships.
• →Provides an exceptional client experience by guiding relationships from discovery through implementation and ongoing service.
• →Analyzes clients' financial circumstances and recommends tailored wealth management strategies aligned with their goals.
• →Identifies and delivers creative, compliant solutions for complex financial planning and wealth legacy needs.
• →Coordinates client onboarding, documentation, and implementation processes with accuracy and efficiency.
• →Meets or exceeds revenue, asset growth, and client acquisition goals.
• →Maintains a strong presence in the community and cultivates a network of professional advisors and centers of influence.
• →Stays current on wealth management trends, fiduciary responsibilities, regulatory requirements, and firm policies.
• →Collaborates with internal partners to deliver integrated trust, investment, retirement, insurance, estate planning, and workplace wealth solutions.

• Bachelor’s degree in Business, Finance, or a related field, or equivalent experience required.
• 10–15 years of wealth advisory, planning, business development, and banking experience preferred.
• Knowledge of wealth management, trust, investment, retirement, insurance, and estate planning solutions.
• Understanding of fiduciary responsibilities, regulatory requirements, and compliance standards.
• Strong business development and relationship management skills.
• Ability to analyze complex financial situations and recommend solutions.
• Excellent presentation, communication, and networking abilities.
• Strong organizational and problem-solving skills.
• Commitment to delivering exceptional client experiences.

At First Western Trust, we’re more than just a financial institution—we’re a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other’s successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you’re just beginning your journey or bringing years of experience, you’ll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.