SVP, Private Client Relationship Manager

SVP Private Client Relationship Manager

Location: Jackson WY (In-Office)

Job Type: Full-Time Exempt

Salary: $166000 - $249000/YR *Actual offer will be based on experience location education and/or skills*

Applications should be submitted for consideration no later than 08/31/2026.

Who Were Looking For

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.

About the Role

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.

What Youll Do

• 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.

What You Bring

• Bachelors degree in Business Finance or a related field or equivalent experience required.
• 1015 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.

• Competitive base salary: $166000 - $249000/YR plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits including:
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical dental and vision coverage
    
    
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration continuous improvement and shared success.

At First Western Trust were more than just a financial institutionwere 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 others 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 youre just beginning your journey or bringing years of experience youll 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 whats rightalways.

If that sounds like you youll fit right in.

Learn more at or email .

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 .