SVP, Trust Officer
Jackson, MO - USA
Job Summary
SVP Trust Officer
Location: Jackson Wyoming (In-Office)
Job Type: Full-Time Exempt
Salary: $125000 - $175000/YR *Actual offer will be based on experience location education and/or skills*
Applications should be submitted for consideration no later than 09/30/2026.
Who Were Looking For
Youre 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.
About the Role
The Trust Office Senior Vice President 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 Trusts 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.
What Youll Do
- 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 banks 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 Centers 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 RFPs 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.
What You Bring
- Juris Doctor (JD) or CTFA with significant relevant work experience (required).
- 710 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.
What We Offer
- Competitive base salary:$125000 $175000/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
- Health savings accounts (HSA)
- 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 .
Region E Pay Range
Pay Range
$125000 - $175000 USD
Required Experience:
Senior Exec
About Company
Strive for excellence. Focus on people. Invest in the future. At First Western, these values guide us in all that we do: be it client facing, among our own associates, or within our community. At First Western, our success is built on strong teamwork and a commitment to client serv ... View more