Colorado Market Lead - Private Wealth Management
MidFirst BankDenver, Colorado, United States
Posted June 3, 2024
125000 - 175000 USD
Full Time
About the Company
MidFirst Bank is the largest privately owned bank in the United States, holding $41.2 billion in assets and operating in the Southwest and major U.S. markets. It offers a full suite of personal, commercial, trust, private banking, and mortgage products, and is a leading commercial‑real‑estate lender and national mortgage‑servicing provider. The private‑ownership structure enables a tailored, community‑focused approach that blends deep local knowledge with the flexibility of a private firm. Employees prioritize loyalty, integrity, and a commitment to customers’ financial goals, while the bank actively supports education, charity, and civic initiatives in the communities it serves.
Job Description
Responsible for high net worth client acquisition and management of those relationships in coordination with other business line specialists across MidFirst Bank.
Requirements
- 5+ years of financial services product and service recommendation experience for services such as investment management, brokerage, private banking, wealth planning, trust, and individual retirement.
- 5+ years of experience with high net worth client portfolios across a broad array of wealth management products and services
- 5+ years working experience in trust and estate administration and planning required
- 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
- Existing book of business cultivated through personal business development efforts
Benefits
- Medical, dental, and vision coverage
- Paid holidays, vacation, and sick leave
- 401(K) plan