Portfolio Manager III

First Western is seeking a Portfolio 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 Portfolio 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 Investment Management 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:

• 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.

What You Bring:

• Proficient in Microsoft Office Suite, with exceptional Excel skills.
• Experience with CRM preferred.
• 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.

Education Level Education/Degree Details Required or Preferred
Bachelor's Degree Business, Finance, or related field Required
Master's Degree MBA Preferred

Experience Length Experience Details Required or Preferred
7-10 years Investment management Required
5-7 years Business development in local market Required

License/ Certification Details Time Frame Required or Preferred
CFP or CFA Upon 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: $121,000 - $194,000/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: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

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.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.