First Western

VP, Trust Officer

First Western$93K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Juris Doctor (JD) required; CTFA accepted with relevant experience.
  • 5-7 years of trust administration and/or trust and estate legal experience.
  • 3-5 years in business development within the fiduciary sector.
  • Strong expertise in trust, estate, and tax law applicable to complex fiduciary relationships.
  • Experience collaborating with high-net-worth clients and complex family structures.
  • Proficient in TrustDesk and related trust administration systems.
  • Advanced skills in Microsoft Office Suite, especially Excel; CRM experience is a plus.
  • Exceptional communication and presentation abilities to influence stakeholders.

Responsibilities

  • Administer complex trust relationships, managing fiduciary responsibilities and client service standards.
  • Collaborate with beneficiaries, portfolio managers, and internal teams to achieve estate planning goals and develop comprehensive wealth plans.
  • Oversee fiduciary disbursements and trust administration, ensuring compliance with all regulations and facilitating tax return processes.
  • Drive business development through networking and partnerships with legal and financial professionals to enhance fiduciary services.
  • Coordinate the execution of trust opportunities, including RFPs, client onboarding, and new account setups.
  • Mentor and coach junior team members, staying updated on relevant trust and estate tax law developments.

Benefits

  • 401(k) plan with employer match.
  • Paid parking and transportation benefits.
  • Comprehensive health benefits including HSA and FSA options.
  • Medical, dental, and vision coverage.
  • Generous paid time off and bank holidays.
  • Access to training and professional development programs.
  • Support for obtaining professional certifications.
Full Job Description
VP, Trust Officer

Location: Denver Tech Center, CO (In-Office)

Job Type: Full-Time Exempt

Salary: $93,000 - $130,000/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 06/30/2026.

Who We're Looking For

You're a seasoned trust professional with deep expertise in complex fiduciary administration, estate planning, and client relationship management. You bring strong judgment, technical credibility, and the ability to advise high-net-worth clients while driving revenue growth across trust, banking, and investment solutions. You thrive in fast-paced environments, take ownership independently, and build strong internal partnerships to deliver a seamless client experience. If you're motivated to expand relationships, strengthen planning outcomes, and lead through expertise and influence, this role is for you.

About the Role

The Trust Officer II, VP is responsible for administering and expanding complex trust relationships while supporting revenue growth and long-term client retention. This role serves as a key fiduciary advisor, partnering with portfolio managers, beneficiaries, and professional advisors to deliver trust administration and wealth planning solutions. You will oversee fiduciary disbursements, ensure compliance with applicable laws and regulations, and support trust tax and estate-related processes. The position also contributes to business development efforts and provides mentorship and training support across the Profit Center (PC).

What You'll Do
  • Administer complex trust relationships by managing fiduciary responsibilities, ensuring service standards are met, and identifying additional client needs across Bank products and services.
  • Partner with beneficiaries, portfolio managers, and internal stakeholders to support estate planning objectives, recommend solutions, and deliver fiduciary-oriented wealth plans.
  • Oversee fiduciary disbursements and trust administration activities, including coordination of trust tax return preparation and compliance with all applicable federal and state regulations.
  • Drive business development through networking, consultative selling, and collaboration with attorneys, accountants, and financial planners to promote fiduciary services.
  • Lead trust opportunity execution by coordinating RFPs, presentations, follow-up, onboarding, and new account opening activities.
  • Mentor and support junior trust team members through training, onboarding, and day-to-day coaching while remaining current on trust, estate, and tax law developments.


What You Bring
  • Juris Doctor (JD) required; CTFA accepted with significant relevant experience.
  • 5-7 years of trust administration experience and/or trust and estate legal experience.
  • 3-5 years of business development experience.
  • Strong knowledge of trust, estate, and tax law with the ability to apply it to complex fiduciary relationships.
  • Experience working with high-net-worth individuals and complex family structures.
  • Fluency with TrustDesk and related trust administration systems.
  • Proficiency in Microsoft Office Suite, including advanced Excel skills; CRM experience preferred.
  • Strong communication and presentation skills with the ability to influence clients and professional advisors.
  • High initiative, strong follow-through, and the ability to work independently in a dynamic environment.


What We Offer
  • Competitive base salary: $93,000 - $130,000/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.


Learn more at myfw.com or email [email protected].

Region A Pay Range

Pay Range

$93,000-$130,000 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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