Institutional Business Development Representative/Relationship Manager - Commerce Trust
About The Position
Commerce Trust is a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration services. Their approach to wealth management involves assembling a team of seasoned 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 work closely with the entire institutional relationship team to establish sales strategies to acquire new business clients and leverage relationships with our commercial bank team as well as access opportunities from own professional network using a systematic sales approach that is repeatable and collaborative.
Requirements
- Strong relationship management skills
- Ability to speak confidently before large groups
- Ability to manage complex relationship sales cycles
- Familiarity with client management software
- 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
- 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
- Intermediate level proficiency with Microsoft Word, Excel and Outlook
- Bachelor’s degree or equivalent combination of education and experience required
- 5+ years sales experience required, financial sales experience preferred
- Investment management or investment consulting sales experience required
- Must be eligible to work in the U.S. without sponsorship now or in the future
Nice To Haves
- Advanced degree and/or certification (MBA or CFA) is preferred
Responsibilities
- Develop new investment management and advisory business for The Commerce Trust Company by partnering with appropriate business line leaders and staff at Commerce Bank and through outside contacts and sources
- Market proprietary fixed income strategies and investment advisory services to reach annual new business fee goals
- Develop referral opportunities through bank personnel and through an outside network of consultants, other financial advisors, and through candidate’s own network
- Follow up on leads generated through various marketing programs
- Initiate ideas for marketing efforts that result in the identification of prospects for investment management services
- Serve as the relationship manager for significant revenue producing clients
- Maintain ongoing dialogue with client senior managers and board
- Ensure that services provided by The Commerce Trust Company are delivered in a consistent and timely manner by client service team
- Perform other duties as assigned
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
