Assistant Director, Operations

Assistant Director, Operations - Trust & Investment Services

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Assistant Director, Operations - Trust & Investment Services 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 Trust & Investment Operations 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:

• Participate in the company's action plan for profitable growth by providing strong management and effective leadership, and by implementing changes that contribute to operational efficiencies.
• Mitigate risk to the association by identifying and resolving complex problems including potential client service, legal and regulatory issues.
• Proactively manage custodian and third-party vendor relationships and ensure high quality service to both internal and external clients.
• Organize special project involvement/ownership (e.g. Separately Managed Accounts, line item maintenance, various internal reporting requirements, tax reporting, etc.)
• Conduct monthly team meetings and one-on-ones; provide ongoing training and development and assess/communicate performance results.
• Maintain current knowledge of and comply with all applicable laws and regulations, policies, and procedures.
• Prepare for and serve as the primary contact during internal audits and examinations and ensure satisfactory ratings.
• Maintain up-to-date knowledge of regulations, industry changes and best-practices.

What You Bring: 

• Advanced knowledge of the laws and regulations of the Trust industry and securities processing, in addition to knowledge of fiduciary laws and regulations
• Ability to prioritize, multi-task, organize and delegate
• Coach and develop personnel, elevate senior staff
• Strong integrity and candor
• Excellent written and verbal communications skills

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

Experience Level    Experience Details    Required/Preferred
10-15 years     Securities processing and trust banking or brokerage industry    Required
7-10 years     Management role    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:  $108,000 - $173,000/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