Senior Portfolio Manager - Commerce Trust

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you.

You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are.

Annual Salary: $ - $ (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals.

Commerce Trust is a division of Commerce Bank.

The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.

• Participate in leadership activities, including policy and strategy committees
• Serve as a resource for other members of department
• Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate
• Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate
• Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook
• Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations
• Provide timely implementation of security-specific recommendations in assigned client portfolios
• Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues
• Provide support to the investment committees by providing complete and timely information about assigned client portfolios
• Maintain constructive, pro-active working relationship with private client associates to provide timely client service
• Participate in new business development
• Perform other duties as assigned

Advanced knowledge of portfolio management

Understanding of various types of accounts and investment management

Advanced presentation skills along with well-developed negotiation skills

Independent decision-making skills

Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Basic level proficiency with Microsoft Word, Excel, Teams and…