First Western

First Western

Retirement Services Specialist

Denver, CO · Full-time

Sponsorship not specified$77k-$108kDetected 26 days ago
LeadershipCommunicationCollaborationProblem Solving

About the role

  • The Retirement Services Specialist serves as a key relationship manager supporting a portfolio of employer-sponsored retirement plans.

Responsibilities

  • Overall coordination responsibility for the plan's operation to ensure work performed is in compliance with governmental and/or plan document requirements, and meets quality standards.
  • Lead client investment committee meetings
  • Review materials for their client's meetings and create meeting minutes.
  • Create fee benchmarking and Request for Proposals for clients.
  • Manage and resolve difficult administration and servicing issues
  • Build and maintain knowledge on vendor products and features, processes and procedures and industry/regulatory changes.
  • Assist in developing fee and service proposals for all prospects.
  • This includes serving as the primary day-to-day employer contact, communicating with a variety of external partners, and assuming ownership for creating and maintaining successful working relationships.
  • Manage and resolve difficult administration and servicing issues; errors, corrections, etc.
  • Sponsorship and support for obtaining professional certifications.

Requirements

  • Bachelor's degree in Business, Finance, or related field.
  • Experience managing client relationships and leading meetings.
  • Ability to work independently and collaboratively.
  • 5-7 years of retirement services or institutional relationship management experience.
  • Strong knowledge of ERISA, IRS regulations, and retirement plan operations.
  • Strong analytical, organizational, and problem-solving skills.
  • Excellent communication and presentation abilities.

Compensation

  • $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills*
  • Applications should be submitted for consideration no later than 07/31/2026.
  • You are detail-oriented, proactive, and comfortable working in a fast-paced, client-focused environment.
  • 401(k) plan with employer match.
  • Access to training and professional development programs.
  • Sponsorship and support for obtaining professional certifications.

Benefits

  • Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential.
  • 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.

Company info

  • 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.

Equal opportunity

  • Employer
  • 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.
  • Region A Pay Range
  • Pay Range

Visa & Work Authorization

  • Sponsorship and support for obtaining professional certifications.
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This listing is sourced directly from First Western's careers page and normalized into a canonical job model.