SVP, Trust Officer

Location: Jackson, Wyoming (In-Office) • Full-Time Exempt

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. You will drive sales and service efforts by identifying key revenue opportunities such as loans, deposits, and investment assets. You will ensure compliance with Federal and State laws, FWTB policies, and all regulatory matters.

Responsibilities

• Maintain and grow trust account relationships to retain satisfied and loyal clients, adhering to service standards and identifying additional bank products to meet client needs.
• Initiate and attend meetings with beneficiaries and portfolio managers to recommend adjustments to wealth planning objectives.
• Analyze complex estate planning needs and present solutions to meet client goals.
• Approve and direct disbursement of fiduciary funds, oversee preparation of federal and state tax returns for trusts, and ensure compliance with all regulations.
• Administer complex trust relationships and planning activities to support the growth 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 provide a holistic approach for clients, encompassing all bank products and driving referrals to other business lines.
• Identify and introduce new opportunities through networking and consultative selling to meet annual office non-interest income fee growth goals.
• Consult with clients’ attorneys, accountants, and financial planners to promote fiduciary services.
• Provide sales support for new trust opportunities, including coordinating RFPs, presentations, and follow-up through client acceptance and onboarding.
• Supervise, train, and mentor junior Trust Officers and Trust Associates, and assist with new associate training and onboarding.
• Maintain a community presence through philanthropic and business board involvement, and industry networking.

Requirements

• Juris Doctor (JD) or Certified Trust and Financial Advisor (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.
• 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.

Benefits

• 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.

Pay

$125,000 – $175,000/YR

Who We Are

At First Western Trust, 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. 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.

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.