Back to jobs
New

SVP, Trust Officer

Denver Tech Center/Cherry Hills, CO

SVP, Trust Officer

Location: Denver Tech Center (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 07/31/2026.

------------------------------------------------------------------------------------------------------------------

 

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 SVP, Trust Officer 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.

____________________________________________________________________________________________

 

Who We Are

At First Western Trust, we’re more than just a financial institution—we’re 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 other’s 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 you’re just beginning your journey or bringing years of experience, you’ll 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 what’s right—always.

If that sounds like you, you’ll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com. 

Equal Opportunity Employer

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 Talent.Management@myfw.com. 

 

Region A Pay Range

Pay Range

$125,000 - $175,000 USD

Create a Job Alert

Interested in building your career at First Western? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in First Western’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.