Portfolio Manager - Commerce Trust

Portfolio Manager III & Senior - Ctc

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 : $134,000.00 - $210,500.00 (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.

About This Job

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.

Essential Functions

• Participate in leadership activities, including policy and strategy committees
• Serve as a resource for other members of the 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

Knowledge, Skills & Abilities Required

Education & Experience

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. Level of role is determined by knowledge, experience, skills, abilities, and education.

The candidate selected for this position may be eligible for the following employment benefits : employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location : 1000 Walnut St, Kansas City, Missouri 64106

Time Type : Full time