Director, Fiduciary Services

Director, Fiduciary Services

Location: Denver, CO (In-Office)

Job Type: Full-Time Exempt

Salary:$154,000 - $263,000*Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 05/15/2025

You're a strategic leader who sees the big picture and knows how to align day-to-day operations with long-term goals. A naturally collaborative partner, you thrive when mentoring others and fostering a team culture built on trust, accountability, and shared success. You bring an efficient mindset to everything you do-streamlining processes, enhancing workflows, and driving continuous improvement across the board. With a deeply compliant approach, you stay current on fiduciary regulations and lead with integrity, ensuring that policies and procedures meet the highest standards. You're insightful, bringing thoughtful analysis and clear communication to executive conversations that shape the future of fiduciary services.

If you're someone who leads with clarity, builds strong teams, and is passionate about excellence in fiduciary management, this role is a fit for you.

As the Director of Fiduciary Services, you'll play a critical leadership role in overseeing the administration of fiduciary accounts, including complex trusts, estates, and investment management relationships. This position is both strategic and operational-focused on enhancing team performance, ensuring regulatory compliance, and driving improvements that elevate client service. You'll work closely with executive leadership to shape policies, streamline processes, and support the growth of fiduciary offerings. In addition to managing high-level reporting and committee participation, you'll be responsible for developing talent, promoting accountability, and optimizing how fiduciary services are delivered across the organization.

This is an opportunity to lead with purpose, influence enterprise-wide decisions, and shape the future of fiduciary excellence at First Western Trust.

• Lead, mentor, and develop a high-performing fiduciary team, fostering a culture of collaboration, accountability, and service excellence.
  
  
• Oversee daily fiduciary operations-including policies, procedures, and reporting-ensuring efficiency and consistent service delivery.
  
  
• Manage complex trust and estate accounts while ensuring full compliance with legal, regulatory, and company standards.
  
  
• Deliver clear, insightful reporting to executive leadership and the Board, offering strategic recommendations for improvement.
  
  
• Optimize talent management by reviewing performance, planning for succession, and keeping skills aligned with evolving business needs.
  
  
• Ensure full compliance with all state and federal regulations, supporting successful audits and examinations.
  
  
• Lead and support key internal committees (e.g., TIC/TAC, Trust), and prepare quarterly reports for the Board Trust Committee.
  
  
• Stay current on fiduciary laws, regulations, and best practices to maintain operational excellence and mitigate risk.

• 10+ years in trust relationship management, with 7-10 years in leadership and business development.
  
  
• 5+ years of leadership experience managing fiduciary teams, with a strong ability to mentor and develop talent.
  
  
• A Juris Doctor (JD) or Certified Trust and Fiduciary Advisor (CTFA) is required.
  
  
• In-depth knowledge of trust and estate administration, fiduciary regulations, and compliance standards.
  
  
• Proven ability to think strategically and drive process improvements that support organizational growth.
  
  
• Strong communication and presentation skills, especially when engaging with executive leadership and Board members.
  
  
• Exceptional organizational skills with experience managing complex processes, reporting, and committee participation.
  
  
• A commitment to staying current with legal, regulatory, and industry developments in fiduciary services.

• Competitive base salary: [$154,000 - $263,000], 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.

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.