VP, Client Service and Sales Manager

General Purpose 

The Client Service and Sales Manager is responsible for the professional growth and continued development of our sales officers. Alpine is a development organization with an agile, caring, and entrepreneurial culture. This role focuses on developing officers in a positive and collaborative environment, working with officers to ensure outstanding client service, expansion of existing client relationships, business development strategies, and organic sales growth through trusted client relationships and advisor collaboration. This position supervises a team of sales officers who are geographically dispersed.

This position could be based out of any Alpine Bank location pending available space.

Essential Duties/Responsibilities 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Manages and develops the client-facing officer team to ensure that the client experience meets the highest standards and expectations, driving outstanding client interactions.
• Coaches officers on relationship-based business development strategies to drive solid sales results.
• Creates an inspiring culture that allows direct reports to deliver their best and helps them build personalized plans that support their development towards career and personal goals.
• Provides oversight and assistance with officers’ daily client activity and relationship management, and escalating items to Senior Management as needed.
• Maintains expert knowledge of regulatory rules, current laws and regulations, and departmental policies and procedures and ensures compliance by direct reports.
• Facilitates one on one and group training activities to develop officers’ technical and soft skills. Provides active mentorship to team members.
• Participates in community activities and supports efforts to grow Alpine’s brand and reputation.
• Willingness to grow and take on additional responsibilities and duties as needed.
• Regular and reliable on-site attendance is required as an essential function of this position.
• Performs other duties as assigned.

Employees are held accountable for all duties of this job. 

Job Qualifications 

Prior Experience:

• Minimum of 6 years of experience leading client relationships and meeting client needs in a wealth management firm, trust company or trust department. This includes the diagnosis of client needs through advanced discovery, the navigation of sensitive conversations with diplomacy, and the ability to influence decisions by translating planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
• 1 year or more of supervisory or managerial experience in the financial services industry is a plus. 

Knowledge, Skills, and Ability:

• Dedicated to exceeding expectations.
• Outstanding oral communication, interpersonal and written communications skills.
• Skillful at delivering feedback and receiving feedback.
• Advanced proficiency in meeting the needs of wealth management and trust\estate clients and eagerness to model and share client service expertise with others.
• Collaborative, calm, and client-centered focus; ability to manage with empathy.
• Ability to balance leadership and supervisory responsibilities and to empower the growth of direct reports.
• Exceptional negotiation and relationship-building ability.
• Able to give and receive mentoring in a mature and open manner.
• Able to deliver results by working in partnership with colleagues, departmental and bank leadership.
• Excellent problem-solving skills and keen understanding of business implications of decisions.
• Adaptability and change management skills.
• Strong attention to detail, problem-solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under the pressure of time constraints, and translate business development challenges into opportunities.
• Experience working with a trust accounting system is strongly preferred.

Education or Formal Training:

• Bachelor’s Degree (B.A. or B.S.) required.
• CFP, CTFA, CPA, MBA, JD, or similar advanced degree/certification is strongly preferred.
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required. 

Working Conditions 

Working Environment:

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, and multifunction printers. There are prolonged periods of standing in a generally fast-paced environment. Some evening and weekend hours may be included. Frequent travel is required. 

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job. 

Physical demands standing for long periods of time, good eyesight and hand/finger dexterity, and ability to remain calm and professional with upset customers. May spend significant time doing computer work while occasionally needing to travel for conferences or meetings. While performing the duties of this job, the employee is regularly required to talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee also may have to lift up to 50 pounds. Repetitive motion likely.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Base salary range is from $110,000 to $150,000 annually, depending on experience. In addition to the base salary, the successful candidate will participate in the ABWM incentive compensation program and the annual Alpine Bank discretionary bonus program. 

For an overview of our employee benefits please visit: Alpine Bank Careers Page 

Position anticipated to close December 21, 2026, or until filled.