Team Lead, Fee Revenue & Analysis

About Working At Commerce

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.

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. If this sounds interesting to you, keep reading and let’s talk.

Annual Salary: $93,000.00 - $ (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 Team Lead acts as the primary escalation point for complex fee administration, revenue reporting questions, and client service matters. This position combines technical expertise, leadership, relationship management, and process improvement responsibilities to drive team performance, reporting accuracy, and exceptional service to internal stakeholders.

• Provide daily leadership, coaching, mentoring, and support to Financial Reporting Analyst
• Serve as the primary resource for team members by answering questions, providing technical guidance, and assisting with complex issues
• Lead training efforts, onboarding activities, and ongoing skill development for team members
• Assist management with workload balancing, performance feedback, succession planning, and employee development initiatives
• Foster a culture of accountability, engagement, collaboration, and continuous improvement
• Support management in carrying out departmental goals and the broader vision of Commerce Trust. Oversee revenue reporting activities and ensure accuracy, completeness, and timeliness of deliverables.
• Drive advanced analysis of revenue trends, fee realization, and business performance. Resolve complex reporting, and fee-related issues while identifying sustainable solutions .
• Serve as a resource for investment management fees, trust fees, mutual fund fees, and revenue collection processes. Partner with leadership to identify revenue trends, and strategic initiatives.
• Deliver exceptional customer service while supporting internal business partners throughout fee administration and reporting processes
• Build strong working relationships across Wealth Management, Operations, Audit, Compliance, Legal, Tax, and other support areas. Lead and champion process improvement initiatives that enhance efficiency, accuracy, scalability, and risk management.
• Monitor key performance indicators and recommend actions to improve team outcomes
• Perform other duties as…