SVP, Trust Officer

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

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.

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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

• 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.

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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.

• 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.

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 [e-mail] .

Region E Pay Range

Pay Range

$125,000 - $175,000 USD