Senior Trust Officer - Wealth & Fiduciary Solutions

First Western; Jackson (WY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

401(k) plan with employer match

Paid parking

Health and wellness benefits (HSA, FSA

Paid time off

Training and professional development

Certification sponsorship

Collaborative culture

Job summary

First Western Trust seeks a seasoned fiduciary professional to lead the Trust Office as Senior Vice President. You will develop and expand large, complex trust relationships, ensure compliance, and manage a team of Trust Officers and Associates.

Your role blends fiduciary responsibility with strategic growth and client advisory services. You will collaborate with wealth planning leaders and risk/compliance teams to deliver comprehensive wealth solutions, drive referrals, and mentor junior staff

Qualifications

• JD/CTFA or equivalent with significant relevant work experience.
• 7–10 years of trust administration and/or attorney experience in trust & estate planning.
• 5–7 years of business development and leadership experience.
• Experience handling high-net-worth and complex fiduciary accounts.

Responsibilities

• Maintain relationships for trust accounts and identify opportunities for additional bank products.
• Lead meetings with beneficiaries and portfolio managers to refine wealth planning objectives and solutions.
• Approve disbursement of fiduciary funds and oversee tax return preparation for trusts.
• Administer complex trusts and collaborate to deliver fiduciary-oriented wealth plans.
• Identify new opportunities and drive revenue growth across the office.

Skills

Relationship management

Business development

Communication skills

Advisory capabilities

Leadership

Trust law knowledge

Regulatory compliance

Education

Juris Doctor (JD) or CTFA

Job description

First Western Trust seeks a seasoned fiduciary professional to lead the Trust Office as Senior Vice President. You will develop and expand large, complex trust relationships, ensure compliance, and manage a team of Trust Officers and Associates.

Your role blends fiduciary responsibility with strategic growth and client advisory services. You will collaborate with wealth planning leaders and risk/compliance teams to deliver comprehensive wealth solutions, drive referrals, and mentor junior staff