Director, Fixed Income Strategies

First Western is seeking a Director, Fixed Income Strategies to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Director, Fixed Income Strategies at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Investment Research team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Maintain oversight of fixed income portfolios under assigned supervision
• Security research, selection and monitoring for fixed income strategy
• Support the Investment Research Team within scope of expertise
• Support the Executive Director, Wealth and Fiduciary within scope of expertise
• Provide subject matter expertise (SME) support to for sales, service and education within the firm for fixed income
• Provide commentary and insight for fixed income strategies weekly
• Coordinate with Operations team on related activities
• Prepare and present IPC materials for fixed income strategies
• Maintain oversight of credits used in managed fixed income strategy

What You Bring:

• Team-oriented; detail-oriented
• Ability to multi-task
• Excellent ability to interpret quantitative and qualitative data to make strategic investment recommendations
• Strong communication skills
• Ability to work cohesively and positively with a wide variety of internal associates and external partners, such as outside investment managers
• Ability to exercise considerable independent judgment and sound decision-making

Education Level Education Details Required/Preferred

Bachelor's Degree Required

Master's Degree MBA Preferred

Experience Level Experience Details Required/Preferred

10-15 years Related experience Required

3-5 years Supervisor Experience Required

License/Certification Details Time Frame Required/Preferred

CFA and/or CPA Upon Hire Preferred

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $134,000 - $228,000/YR

Job Classification: Full-Time Exempt

• Actual offer will be based on experience, location, education, and/or skills*
• Strong Bonus Potential
• 401(k) Plan with Match
• Paid Parking/Transportation Benefits
• Access to Training & Professional Development Programs
• Sponsorship for Obtaining Professional Certifications
• Flex Spending Accounts
• Health Savings Account
• Health & Wellness Benefits
• Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.