Portfolio Manager III

Portfolio Manager III

Location: Denver, CO (In-Office)

Job Type:Full-Time Exempt

Salary: $121,000 - $194,000/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 02/28/2026.

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You're an experienced investment professional with a strong track record managing portfolios for high-net-worth clients. You combine deep analytical skills with a consultative, relationship-first approach and are comfortable owning both portfolio outcomes and client conversations. You thrive in fast-paced environments, bring a growth mindset, and collaborate naturally across investment, banking, and wealth teams. If you're driven to deliver strong performance while expanding relationships and revenue, this role is for you.

The Portfolio Manager III manages and grows investment portfolios while serving as a trusted advisor to high-net-worth clients. This role blends portfolio management, trade execution, and client engagement to deliver customized investment strategies aligned with client goals and risk parameters. You'll partner closely with relationship managers and the Investment Research team to implement strategies, monitor performance, and provide timely insights. The position plays a key role in revenue growth by identifying new opportunities and delivering holistic investment solutions across the firm.

• Manage assigned portfolios by monitoring performance, assessing risk, and recommending adjustments based on market conditions and client objectives.

• Execute equity, fixed income, and alternative investment trades accurately and in compliance with regulatory and internal requirements.

• Serve as the primary investment contact for clients, delivering proactive communication, timely responses, and regular portfolio reviews.

• Prepare and present client reviews, provide strategic investment insights, and collaborate with relationship managers to address client needs.

• Develop asset allocation strategies and planning tools to support cash flow analysis, wealth planning, and deeper client engagement.

• Identify new business opportunities through consultative selling, networking, RFP support, and onboarding of new investment accounts.

What You Bring

• Bachelor's degree in Business, Finance, or a related field; MBA preferred.
• 7-10 years of investment management experience.
• 5-7 years of business development experience in a local market.
• CFP or CFA designation required.
• Strong analytical and quantitative skills with high attention to detail.
• Experience working with high-net-worth clients.
• Proficiency in Microsoft Office, including advanced Excel skills; CRM experience preferred.
• Ability to work independently, manage priorities, and collaborate effectively across teams.
• Excellent written and verbal communication skills with a high level of professionalism.

• Competitive base salary: $121,000 - $194,000/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.

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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.

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.