Assistant Director, Wealth Platform Solutions

You are a strategic leader who is passionate about improving client and associate experiences through innovation, process improvement, and technology solutions. You excel at building cross-functional partnerships, translating business needs into scalable solutions, and balancing strategic priorities with execution. You enjoy leading complex initiatives, influencing stakeholders, and creating meaningful improvements that drive growth, efficiency, and exceptional client outcomes.

The Assistant Director, Wealth Platform & Solutions is responsible for advancing the Wealth division’s client and associate experience through the development and execution of strategic platform, product, digital, and process initiatives. The role leads cross-functional efforts to simplify how clients engage with the organization, including the Frictionless Client Experience and the Wealth Digital Experience strategy. This position also drives process design and operating model improvements across Wealth profit centers, translating business needs into scalable, efficient solutions. Working across Wealth, Technology, Operations, and other key partners, the role helps ensure the Wealth platform continues to evolve in support of growth, client experience, and operational excellence.

• →Lead strategic client experience initiatives from concept through implementation, including the Frictionless Client Experience, identifying opportunities to remove complexity and improve the end-to-end client journey.
• →Serve as a product leader for the Wealth platform, translating client, associate, and business needs into clear requirements, priorities, solutions, and implementation plans.
• →Lead process design and continuous improvement across Wealth profit centers, creating scalable processes, standards, and workflows that improve consistency, efficiency, and the client experience.
• →Partner cross-functionally with Wealth, Technology, Operations, Risk, Compliance, Marketing, and other stakeholders to evaluate solutions, establish requirements, manage dependencies, and successfully execute strategic initiatives.
• →Develop and manage the Wealth platform roadmap, helping prioritize competing initiatives based on strategic alignment, client and associate impact, business value, risk, and implementation complexity.
• →Establish measurement and feedback mechanisms to assess adoption, effectiveness, and client/associate outcomes, using insights to continuously improve the Wealth platform and experience.

• Bachelor’s degree in Business, Finance, or related field required.
• Master’s degree in Business, Finance, or related field preferred.
• 5-7 years in a product role, high degree of execution ownership required.
• 3-5 years supervisory role with people management experience required.
• Strong knowledge of product management and product development principles, including discovery, requirements definition, prioritization, roadmap development, implementation, adoption, and continuous improvement.
• Understanding of wealth management products, services, client journeys, and operating models, with the ability to connect client needs to platform and process solutions.
• Demonstrated ability to design and improve end-to-end client and associate experiences, identifying friction points and translating them into actionable solutions.
• Strong strategic thinking and prioritization skills, including the ability to evaluate initiatives based on client impact, business value, risk, effort, and strategic alignment.
• Working knowledge of digital wealth platforms, CRM systems, workflow technology, client portals, and related wealth technology, with the ability to evaluate how technology can improve the client and associate experience.

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.