VP, Trust Officer

VP, Trust Officer II

Location: Boulder, CO (In-Office)

Job Type: Full-Time Exempt

Salary: $93,000 - $130,000/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later than 03/31/2026.

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You're a seasoned trust professional with deep expertise in complex fiduciary administration, estate planning, and client relationship management. You bring strong judgment, technical credibility, and the ability to advise high-net-worth clients while driving revenue growth across trust, banking, and investment solutions. You thrive in fast-paced environments, take ownership independently, and build strong internal partnerships to deliver a seamless client experience. If you're motivated to expand relationships, strengthen planning outcomes, and lead through expertise and influence, this role is for you.

The Trust Officer II, VP is responsible for administering and expanding complex trust relationships while supporting revenue growth and long-term client retention. This role serves as a key fiduciary advisor, partnering with portfolio managers, beneficiaries, and professional advisors to deliver trust administration and wealth planning solutions. You will oversee fiduciary disbursements, ensure compliance with applicable laws and regulations, and support trust tax and estate-related processes. The position also contributes to business development efforts and provides mentorship and training support across the Profit Center (PC).

• Administer complex trust relationships by managing fiduciary responsibilities, ensuring service standards are met, and identifying additional client needs across Bank products and services.
• Partner with beneficiaries, portfolio managers, and internal stakeholders to support estate planning objectives, recommend solutions, and deliver fiduciary-oriented wealth plans.
• Oversee fiduciary disbursements and trust administration activities, including coordination of trust tax return preparation and compliance with all applicable federal and state regulations.
• Drive business development through networking, consultative selling, and collaboration with attorneys, accountants, and financial planners to promote fiduciary services.
• Lead trust opportunity execution by coordinating RFPs, presentations, follow-up, onboarding, and new account opening activities.
• Mentor and support junior trust team members through training, onboarding, and day-to-day coaching while remaining current on trust, estate, and tax law developments.

What You Bring

• Juris Doctor (JD) required; CTFA accepted with significant relevant experience.
• 5–7 years of trust administration experience and/or trust and estate legal experience.
• 3–5 years of business development experience.
• Strong knowledge of trust, estate, and tax law with the ability to apply it to complex fiduciary relationships.
• Experience working with high-net-worth individuals and complex family structures.
• Fluency with TrustDesk and related trust administration systems.
• Proficiency in Microsoft Office Suite, including advanced Excel skills; CRM experience preferred.
• Strong communication and presentation skills with the ability to influence clients and professional advisors.
• High initiative, strong follow-through, and the ability to work independently in a dynamic environment.

• Competitive base salary: $93,000 - $130,000/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.