First Western

SVP, Trust Officer

First Western$125K — $175K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor (JD) or CTFA with significant relevant work experience
  • 7-10 years in trust administration or as an attorney in trust & estate planning
  • 5-7 years in business development and leadership
  • Experience with high-net-worth and complex fiduciary accounts
  • In-depth knowledge of trust law, tax, and regulatory requirements
  • Strong relationship management and business development skills
  • Excellent communication and advisory abilities

Responsibilities

  • Maintain and grow trust account relationships through service standards and identifying additional bank products
  • Initiate meetings with beneficiaries and portfolio managers to analyze complex estate planning needs
  • Approve disbursement of fiduciary funds and ensure compliance with regulations
  • Administer complex trust relationships and collaborate on fiduciary-oriented wealth plans
  • Identify new opportunities through networking and consultative selling for income growth
  • Consult with attorneys, accountants, and financial planners on fiduciary services
  • Coordinate the preparation of sales materials and ensure follow-up for new trust opportunities
  • Supervise and mentor junior Trust Officers and Trust Associates

Benefits

  • Competitive base salary plus strong bonus potential
  • 401(k) plan with employer match
  • Paid parking and transportation benefits
  • Comprehensive health and wellness benefits including HSA and FSA
  • Medical, dental, and vision coverage
  • Generous paid time off and bank holidays
  • Access to training and professional development programs
  • Support for obtaining professional certifications
  • Collaborative culture focused on continuous improvement and shared success
Full Job Description
SVP, Trust Officer

Location: Jackson, Wyoming (In-Office)

Job Type: Full-Time Exempt

Salary: $125,000 - $175,000/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 We're Looking For

You're 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 Trust's 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 You'll 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 bank's 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 Center's 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 RFP's, 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).
  • 7-10 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: $125,000 - $175,000/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.


Region E Pay Range

Pay Range

$125,000-$175,000 USD

About First Western

First Western is a private bank and wealth management company that provides personalized financial services to high-net-worth individuals and families. The company offers a range of services, including banking, investment management, trust and estate planning, and philanthropic advisory. First Western was founded in 2002 and has since grown to serve clients across the western United States. The company is committed to providing exceptional service and building long-term relationships with its clients. First Western has received numerous awards and recognitions for its financial performance and client satisfaction.
Learn more about First Western
Size
200 employees
Industry

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