SVP, Relationship Manager III

SVP, Relationship Manager III

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.

• 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 regularly
• 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 comply with legislative/regulatory changes.
• Perform annual benchmarking and Request for Proposals for clients every 3-5 years.

• Excellent written communication, speaking skills, and computer skills including Microsoft Office programs as well as Pensionmark, CRM, Adobe Pro, Zoom, Teams, and Web Ex.
• Comprehensive understanding of all institutional retirement plan benefits including executive compensation, defined benefits, 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

Bachelor's Degree Required

15+ years Retirement services client management Required

AIF Upon Hire Required
PMP Project Management Professional Within 1 year of hire Required

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.

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