General Purpose

Alpine Bank Wealth Management is seeking a seasoned trust officer or wealth management officer to manage and grow our trust and investment management business on the Front Range.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Alpine Bank Wealth Management is seeking an experienced professional to manage and build a wealth management portfolio on the Front Range. Job duties include, but are not limited to:

• Manages a portfolio of existing trust and investment accounts.
• Develops marketing and outreach plans in concert with the Front Range retail bank operations including:
• Joint calling programs with bankers
• Calling on centers of influence (COIs) in Denver, Boulder and adjoining markets
• Education of internal and external referral sources about ABWM services
• Prospective client identification
• New business generation
• Attends departmental meetings and training sessions.
• Works with ABWM team to ensure client needs and services are met.
• Travel between Front Range and department headquarters when required.
• Performs other duties as assigned.

Supervisory Duties:

• Provide management of CSAs that are assigned to your portfolio of accounts.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Demonstrated ability to deliver exceptional customer service and maintain client relationships, both internally and externally.
• Knowledge of basic fiduciary principles and duties
• Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.
• Networking and relationship-building skills, with demonstrated expertise and success in business development and sales processes and strategies.
• Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities.
• Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
• Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.

Education or Formal Training:

• 5 years of experience providing trust, fiduciary, or related services at a trust company, bank, law firm, or investment management firm that serves the affluent market segment
• Bachelor’s Degree is required; JD, CFP or CTFA with relevant experience strongly preferred
• Experience with asset management, basic tax planning and financial strategy execution
• Proven track record in developing new business and maintaining and deepening client relationships
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.

Experience:

• 5 years of experience in Trust services, estate planning, investment management or in a position that serves the affluent market segment.
• An equivalent combination of education and experience may be substituted on a year to year basis.

Working Conditions

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Travel to conferences, meetings and branch locations on a regular basis is necessary.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 25 pounds.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is between $32.00 and $42.00 per hour base salary depending on experience, with incentive and commission structure.

For an overview of our employee benefits please visit: Alpine Bank Careers Page