Market Manager - Wealth Management

Commerce Bank•West Chester, OH
•$158,000 - $187,500•Onsite

About The Position

The Market Manager oversees a smaller Commerce Trust office with one location, managing trust functions to meet sales and operational goals while complying with Commerce Trust, legal, and Commerce requirements. The role collaborates across the market to build internal and external referral resources and serves as the primary salesperson for soliciting and closing asset management services with the targeted client base. The Market Manager leads and develops the office team, manages workflow and department projects, and performs hiring, evaluations, annual increase allocations, and disciplinary actions as needed. The role supports budget planning and expenditure, contributes to Commerce Trust leadership and market strategy, and represents the bank in the community. The position is based at 9078 Union Centre Blvd, West Chester, Ohio 45069. The stated annual base compensation range is $158,000 to $187,500, based on relevant experience, skills, and competencies. The role is also eligible for performance-based incentive plans. Candidates must be eligible to work in the United States without current or future sponsorship. The selected candidate may be eligible for employer-sponsored health, dental, and vision insurance; a 401(k); life insurance; paid vacation and personal time; career development; education assistance; and voluntary supplemental benefits. Commerce Bank will review the candidate’s motor vehicle driving record and, as required by federal regulations, obtain authorization for an investigatory consumer report disclosing credit history.

Requirements

  • Bachelor’s degree in general business, finance, accounting, or management, or an equivalent combination of education and experience.
  • At least 6 years of related business development experience.
  • At least 3 years of leadership or supervisory experience.
  • Strong knowledge of trust services, taxation, insurance, estate planning, and investments, including best practices.
  • Ability to manage a complex relationship sales cycle.
  • Strong critical-thinking skills and the ability to use discretion and sound judgment to solve problems efficiently and effectively.
  • Ability to drive results while balancing organizational risk with business-line goals.
  • Strong leadership skills, including the ability to motivate team members and foster a positive, collaborative team environment.
  • Outstanding interpersonal and relationship-building skills, with the ability to communicate effectively at all company levels and express ideas clearly verbally and in writing.
  • Ability to remain adaptable and resilient, maintain an optimistic outlook, and model behavior aligned with company culture and Core Values.
  • Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook.
  • Ability to maintain a valid driver’s license and meet Commerce Bank’s driving-record criteria; continued employment may depend on meeting driving requirements.
  • Must be eligible to work in the United States without sponsorship now or in the future.
  • Must authorize review of motor vehicle driving record and an investigatory consumer report disclosing credit history if considered for the position.

Responsibilities

  • Meet assigned business development expectations individually and for the team.
  • Ensure financial and operational goals are met while complying with established policies and procedures.
  • Guide Commerce Trust staff in developing and maintaining profitable client relationships.
  • Establish and maintain internal and external referral sources.
  • Develop new business growth opportunities.
  • Build and maintain Commerce Trust’s reputation through active community involvement.
  • Lead, mentor, and motivate team members to implement department strategy and manage department workflow; guide departmental projects and issues and provide coaching and development suited to each direct report.
  • Perform management functions, including hiring, evaluations, annual increase allocations, and disciplinary action as required.
  • Communicate Commerce Trust decisions, priorities, and relevant information effectively to team members.
  • Support budget management, planning, and expenditure.
  • Participate as a member of Commerce Trust’s leadership team to advance the market’s strategic goals.
  • Make decisions regarding event sponsorships, marketing, and internal employee events.
  • Represent the bank at community events, including speaking engagements.
  • Perform other duties as assigned.

Benefits

  • Employer-sponsored health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Life insurance
  • Paid vacation
  • Paid personal time
  • Career development
  • Education assistance
  • Voluntary supplemental benefits
  • Performance-based incentive plan(s)
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