Director, Equity Strategies

First Western Trust

Denver, CO, United States
Base: $154,000 - $263,000pyr; bonus: strong bonus ...
On-site
10-15 years equity investment experience
Deep knowledge of equity markets
Strong portfolio construction skills
The role is responsible for the end-to-end design, implementation, and ongoing management of a proprietary equity sleeve aligned with firm values

Job Summary

  • The role is responsible for the end-to-end design, implementation, and ongoing management of a proprietary equity sleeve aligned with firm values.
  • Candidates must possess deep expertise in equity markets and the ability to clearly articulate complex concepts to advisors and clients.
  • The position offers a competitive base salary ranging from $154,000 to $263,000 plus strong bonus potential and comprehensive benefits.

Matching Summary

The role is responsible for the end-to-end design, implementation, and ongoing management of a proprietary equity sleeve aligned with firm values.

Salary

Base: $154,000 - $263,000/YR; Bonus: Strong bonus potential; Benefits: 401(k) match, health/wellness coverage, paid parking

Skills & Requirements

Must-have

  • 10-15 years equity investment experience
  • Deep knowledge of equity markets
  • Strong portfolio construction skills
  • Risk management expertise
  • Fiduciary standards understanding

Nice-to-have

  • Passion for Rocky Mountain region investing
  • Experience leading investment professionals
  • Excellent communication storytelling skills
  • Culture of collaboration and continuous improvement

Key Requirements

  • Bachelor's degree required
  • Master's degree required
  • 10-15 years relevant experience
  • CFA or CPA designation preferred

Work Rights

Not specified

Tailored Resume

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