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At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service, • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals, • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs, • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations, • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems, • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude, • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:, • High School Diploma or GED Preferred:, • Sales, Collections or Customer Service experience, • Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:, • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances, • Up to 4% matching 401(k), • Employee Stock Purchase Plan (10% share discount), • Tuition reimbursement, • Paid time off (15 days’ vacation per year, prorated based on start date), • Paid sick leave as determined by state or local ordinance (prorated based on start date), • 11 Paid holidays (4 floating holidays, prorated based on start date), • Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee Anticipated date of application closure: 3/11/26

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. In the Role • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service, • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals, • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs, • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations, • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems, • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude, • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements:, • High School Diploma or GED Preferred:, • Sales, Collections or Customer Service experience, • Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday. Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:, • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances, • Up to 4% matching 401(k), • Employee Stock Purchase Plan (10% share discount), • Tuition reimbursement, • Paid time off (15 days’ vacation per year, prorated based on start date), • Paid sick leave as determined by state or local ordinance (prorated based on start date), • 11 Paid holidays (4 floating holidays, prorated based on start date), • Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee Anticipated date of application closure: 3/11/26

Job Description Utility Management Specialist Hazen’s Utility Management Services (UMS) group is seeking a skilled and motivated management consultant to be based in Fort Collins, Colorado. You will join our growing presence in the greater Colorado area, helping build Trusted Advisor relationships and delivering high-caliber work that supports our mission of helping communities protect public health and the environment. As part of a dynamic and entrepreneurial culture, you’ll have the opportunity to shape business development and lead project delivery with autonomy and strong local support. Why Hazen and Sawyer: • Founded in 1951 by the son of Allen Hazen (developer of the Hazen-Williams equation), we are an employee-owned company with a singular focus on "all things water.", • Our work includes planning, design, and oversight of construction of environmental infrastructure – for water, wastewater, and stormwater management., • We foster a work environment low on bureaucracy and high in creativity., • We recruit talented professionals, provide them with challenging, interesting, and creative assignments, and furnish them with the tools they need to succeed. As a Utility Management Specialist, you will deliver high-impact solutions across five core service areas: Organizational Health & Resilience, Economic & Financial Services, Asset Management, Technology & Business Intelligence, Public Outreach & Communication • Designing and implementing utility management and asset management plans throughout their lifecycle., • Assisting with field assessments of infrastructure., • Building and maintaining management tools such as structured databases, interactive business intelligence platforms, and data visualization dashboards., • Preparing polished client proposals and presentations., • Contributing to pursuit development, project scoping, and in time leading pursuits as a Pursuit Manager., • Serving as Project Manager for UMS engagements., • Leading client interactions and coordinating with engineering, planning, and science teams., • Supervising and mentoring junior UMS staff, while supporting quality assurance of deliverables., • 7-12 years of relevant professional experience., • Bachelor’s degree in engineering, economics, finance, business, data science, or a related field required., • Master’s degree / MBA preferred., • Proficiency in Microsoft Office 365 and experienced with database management tools such as Excel, Access, and SQL., • Hands-on experience with business intelligence and data tools (e.g., Power BI, Power Apps, etc.)., • Exceptional verbal, written, and presentation skills., • Strong analytical thinking, attention to detail, and problem-solving ability., • Collaborative team player who is also self-motivated and capable of working independently., • Comprehensive health benefits (medical, dental, vision, and prescription plans), • Pre-tax flexible spending plans for medical, dependent care, and transportation, • Short and long-term disability, and employer paid life insurance, • Paid holidays, floating holidays, and paid time off (PTO), • Employer-contributed 401(k) plan and additional financial planning support, • Professional growth opportunities, including tuition reimbursement, in-house training, and incentives for professional registration and professional organization memberships, • Starting pay range for this position depends on skills, experience, education and geographical location #LI-Hybrid

Job Description Controller • Salary Range: $113,506 - $170,269 annually based on relevant years of experience, • Location: Larimer county, Colorado, • Status: full time, 40 hours per week, • Hours: Monday - Friday The salary range for this position is SummitStone’s good faith belief and reasonable estimate of the range of possible compensation for this position at the time of the posting. SummitStone may ultimately offer more or less than the posted range. The compensation offered to the successful applicant may vary based on factors including the applicant’s education, training, skills, experiences, and other job-related information and how relevant those are to SummitStone’s needs, aspirations, organizational priorities, and the evolving needs and delivery of services to the community that it serves. Role Overview: Responsible for the accounting systems and processes, and overall internal control structure of the organization to ensure timely and accurate financial reporting and compliance with regulations. This role plays a critical role in driving process-oriented solutions and fostering strong partnerships with organizational leaders to support the mission of the organization. This position will demonstrate a commitment and provide leadership for SummitStone Health Partner’s values by delivering visionary and operational leadership while fostering trust, collaboration, and a diverse and inclusive environment. Essential Duties: • Oversee day-to-day accounting operations, including general ledger, revenue recognition, estimates, grant billing, accounts payable/receivable, and payroll., • Own and continuously improve the organization’s system of internal controls, ensuring adherence to all financial best practices and requirements, including GAAP, grants, statutory and other contractual requirements., • Work closely with Revenue Cycle Management to understand billing, collections, and reimbursements, ensuring efficient processes so that the accounting records accurately reflect these activities., • Provide insight and reporting to leadership for strategic decision-making., • Lead annual audits and coordinate with external auditors and tax consultants to ensure compliance and timely filing of financial statements and various tax returns., • Stay current on industry, GAAP, statutory and taxation requirements and identify areas of opportunity and risk to the organization., • Establish and enforce financial policies and procedures to enhance efficiency and maintain industry best practices., • Collaborate with department leaders across the organization to understand operational needs, support financial decision-making, and drive strategic initiatives., • Manage and mentor accounting and finance staff, promoting a collaborative and high-performance work environment. Assist with interviewing, hiring, and training employees; appraising performance; rewarding, disciplining, and terminating employees as appropriate., • Knowledge of GAAP and grant accounting required, • Perform other duties as assigned. Minimum Qualification: • Bachelor’s degree in accounting, finance or related field required., • More than ten years of experience in accounting or finance required, including at least three years in a leadership role required., • Experience in a healthcare organization., • Experience as a Senior Auditor or higher at a public accounting firm and/or expertise in Sage accounting software preferred., • Experience working with federal awards a plus. Preferred Qualifications: • CPA, CMA, CHFP, or CSAF designation(s) preferred, • Bilingual/bi-cultural preferred SummitStone will take into consideration a combination of an applicant’s education, training, skills, experiences, and other job-related information and how relevant those are to SummitStone’s needs, aspirations, organizational priorities, and the evolving needs and delivery of services to the community that it serves. The position posting describes the minimum and preferred qualifications for position and, beyond those, the candidate is responsible for making a compelling case in support of their application. At SummitStone Health Partners, we strive to foster trust, empower recovery, and inspire hope to strengthen and enrich our Northern Colorado community. At SummitStone Health Partners, we strive to foster trust, empower recovery, and inspire hope to strengthen and enrich our Northern Colorado community. We need your help to make this vision a reality. We are committed to fostering a diverse and inclusive environment where everyone can be their authentic self. We actively seek team members with a variety of backgrounds, identities, and experiences, and we honor the whole self—embracing differences in race, ethnicity, ability, age, gender, sexual orientation, spiritual beliefs, socioeconomic status, language, and the many intersections of identity. We invite everyone to be part of our journey and proudly serve as an equal opportunity employer. Please visit summitstone.org for more information about who we are. Total Rewards At SummitStone Health Partners, we are proud to offer a comprehensive and competitive benefits package designed to support the well-being of our team members. Eligibility and pro-rated benefit levels are based on FTE (full-time equivalent) status. Below are some of the benefits we offer: • Medical, dental, and vision coverage — including options for eligible dependents, • Mental health and wellness resources, • Short-term and long-term disability insurances, • Paid time off (PTO): Accrued vacation and personal leave based on FTE status and length of service, • Paid Sick Leave: Provided in accordance with the Colorado Healthy Families and Workplaces Act (HFWA), • A range of voluntary benefits available to all employees, • 403(b) retirement plan with employer matching contributions Health & Safety Requirement All employees are required to receive an annual flu vaccination or have an approved exemption in place and wear a mask during flu season Reach Out SummitStone will provide persons with disabilities with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or selection process, please let your recruiter know. Questions? Please email us at . This position will be open for a minimum of three days and/or until a top candidate is identified.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible for document analysis, data management, financial plan construction, ongoing maintenance, and implementation. Membership in the Financial Planning Group offers an excellent opportunity for individuals seeking to build strong technical expertise in preparation for a career in financial planning or as a future Wealth Advisor. In this role, you will prepare comprehensive financial planning modules using a variety of industry-leading software and proprietary tools. You will collaborate closely with in-house specialists in investments, tax, estate planning, and insurance solutions. Success in this position requires a genuine passion for financial planning, along with self-motivation, flexibility, strong attention to detail, a process-driven mindset, analytical skills, high follow-through, and excellent communication abilities. Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: • Preparing financial plans for prospective and existing clients, including:, • Cash flow and spending plans, • Investment analysis, • Retirement projections, • Social Security analysis, • Education funding analysis, • Stock options analysis, • Estate planning analysis, • Tax planning, • Asset protection and risk management needs analysis, • Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation., • Utilizing financial planning tools such as eMoney, Morningstar, SS Analyzer, Excel, CRM systems, and portfolio analysis tools to develop client financial plans., • Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness., • Working cross-functionally with teams within Family Wealth Services and Investments to develop integrated client strategies and tailored recommendations., • Staying current on financial planning topics, including cash management, investments, wealth transfer strategies, complex retirement planning, Social Security, and tax planning., • Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes. Knowledge, Skills, and Abilities: • Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance., • Completion of CFP® coursework., • A minimum of one year of financial industry–related experience preferred., • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred., • Strong verbal, written, analytical, and organizational skills., • Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment., • Customer service–oriented mindset; coachable and eager to learn., • High level of discretion and ability to maintain confidentiality., • Flexibility and adaptability in a fast-paced environment., • Ability to travel up to 10%. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $76,500—$90,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Market President Location: Northern Colorado Job Type: Full Time Exempt Salary: $164,700 - $247,050 Applications should be submitted for consideration no later 3/31/26. Who We're Looking For You're a strategic and growth-minded leader with a passion for building high-performing teams and making an impact in the community. You're not looking to step into a well-worn path—you're looking to create one. First Western Trust is growing and expanding our footprint across our markets, and we're seeking entrepreneurial professionals who want to take advantage of a unique opportunity: to shape something new from the ground up. If you're energized by the idea of leading a market, mentoring financial professionals, and owning the business plan—this role is for you. About the Role As Market President, you'll be accountable for driving sales, market growth, and financial performance across a multi-disciplinary team. You'll oversee all aspects of your market, from executing the corporate business plan to ensuring top-tier client satisfaction and community involvement. You'll lead local initiatives, coach your team, and collaborate across departments to deepen client relationships and elevate First Western's presence in your community. This is a leadership role where you can directly shape the future of your market and organization. What You'll Do • Lead and execute the corporate business plan to drive market growth, profitability, and client satisfaction., • Build and manage a high-performing team of bankers, relationship managers, trust officers, wealth advisors, portfolio managers, and support staff., • Develop and implement local sales and marketing strategies to meet corporate goals., • Represent the bank at community events and with local organizations, enhancing brand presence., • Own the market's customer acquisition and retention strategy, ensuring consistent, exceptional service., • Partner with product group associates to deliver integrated financial solutions., • Oversee lending and deposit production for yourself and your team., • Act as the key leader at client-facing functions and corporate initiatives within your market. What You Bring • Bachelor's degree or equivalent work experience required; degree in Finance, Economics, or Business preferred., • 7–10 years of experience in Lending or Wealth Management, with strong underwriting knowledge., • 1–3 years of supervisory experience in financial services., • Proven leadership ability to manage teams and drive results in a client-focused environment., • Strong interpersonal and communication skills, both written and verbal., • Exceptional organizational, multitasking, and prioritization abilities., • NMLS certification required upon hire. What We Offer • Competitive base salary: [$164,700- $247,050], 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. Who We Are 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. Learn more at myfw.com or email . 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 .

Job Description Trust Specialist Location: Fort Collins, CO (In-Office) Job Type: Full-Time Non-Exempt Salary: $22.94 - $32.02/HR Applications should be submitted for consideration no later than 03/31/2026. Who We're Looking For You're a detail-oriented, organized professional who thrives in a fast-paced, client-focused environment. You enjoy being the operational backbone that keeps wealth management teams running smoothly and clients well supported. You communicate with confidence, take ownership of your work, and bring a proactive, service-first mindset to everything you do. If you're someone who values accuracy, collaboration, and delivering a high-quality client experience, this role is for you. About the Role The Trust Specialist provides essential administrative and operational support to the Portfolio Management, Investment, and Wealth teams to ensure the effective management of client investment and trust relationships. This role partners closely with internal teams to support account onboarding, maintenance, reporting, and ongoing client service needs. You will help maintain workflow efficiency, uphold service standards, and contribute to a seamless experience for both clients and advisors. Success in this role requires adaptability, strong multitasking abilities, and a commitment to accuracy and responsiveness. What You'll Do • Support client relationships by partnering with trust officers and portfolio managers to respond to inquiries, maintain accounts, and identify opportunities for additional products and services., • Coordinate account onboarding and maintenance by working with operations to ensure compliance, accuracy, and timely processing., • Provide administrative and operational support, including meeting coordination, report preparation, estate and trust administration tasks, and assistance with investment activities., • Assist with business development by preparing proposals, presentations, and materials to support new opportunities and product initiatives., • Build relationships with professional advisors and support communications that strengthen strategic partnerships., • Maintain proficiency in internal systems, track deadlines and exceptions, and contribute to process improvements that increase operational efficiency. What You Bring • Bachelor's degree in Finance, Business, or related field preferred., • 0–3 years of administrative experience., • 0–3 years of experience in the financial industry., • Proficiency in Microsoft Office Suite, including strong Excel skills., • Excellent organizational, time management, and attention-to-detail skills., • Strong written and verbal communication abilities., • Experience with CRM systems preferred., • Basic understanding of trust accounting and fiduciary responsibilities., • Ability to work independently, multitask effectively, and take ownership of problem resolution., • Professional, courteous approach with a strong client service mindset. What We Offer • Competitive base salary: $22.94 - $32.02/HR, 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. Who We Are 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. Learn more at myfw.com or email . 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 . Region B Pay Range Pay Range$22.94—$32.02 USD

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities. Responsibilities: • People Management, • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office, • Maximize talent via employee development and coaching, • Facilitate a strong team culture and the sharing of best practices across an office or team, • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development, • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports, • Operations Management, • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office, • Ensure an exceptional client experience in the office/team, • Act as a local contact for any operational issues or challenges, • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers, • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits, • Leadership, • Directly impact growth and client retention and monitor progress toward team goals, • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions, • Coordinate team meetings and events, • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm, • Support Branch Operations on new projects and initiatives, • Support Learning and Development on Client Service Specialist trainings, • Office management responsibilities as assigned Requirements: Education: · Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: · Minimum 2 years of financial industry related experience · Minimum 2 years of client-facing experience · Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: · Notary designation a plus Job Skills: · Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion · Excellent verbal, written, analytical and organization skills · Technical and analytical training and ability to multi-task and manage multiple projects at once · Proficiency with financial planning software, Salesforce and MS Office Suite · Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $80,000—$100,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection