SVP, Trust Officer

You’re a highly experienced fiduciary professional with deep expertise in trust administration, estate planning, and high-net-worth client relationships. You bring a consultative mindset, strong technical knowledge, and a proven ability to grow and retain complex client relationships. You are comfortable acting as a trusted advisor while balancing fiduciary responsibility, compliance, and business development.

The SVP, Trust Officer is responsible for the administration and expansion of large and complex trust relationships to achieve revenue goals, by developing and maintaining strong relationships with clients and Profit Center associates.  Responsible for the sales and service efforts of First Western Trust’s profit centers by identifying key potential revenue generators such as loans, deposits, and investment asset opportunities. Ensure that Federal law, State law, all FWTB policies and procedures and all compliance-related matters are addressed and adhered to by Profit Center associates.

• →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. 
• →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.
• →Community Involvement: Maintain a presence within our markets and communities through philanthropic and business boards involvement, as well as networking with like-minded professionals within the industry.

• Juris Doctor (JD) or CTFA with significant relevant work experience (required).
• 7–10 years of trust administration and/or experience as an attorney specializing in trust & estate planning.
• 5-7 years of business development and leadership.
• Experience working with high-net-worth and complex fiduciary accounts.
• Strong knowledge of trust law, tax, and regulatory requirements.
• Proven relationship management and business development skills.
• Excellent communication and advisory capabilities.
• Ability to manage complex client needs with sound judgment.

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.