Supervisor, Accounting - Wealth Operations
Apply
remote @type
Hybrid
locations
MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)
time @type
Full time
posted on
Posted Today
job requisition id
38425
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.
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.
Compensation Range
Annual Salary: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross-functional coordination, and high-quality support for high-net-worth clients.
Work Schedule
Monday - Friday 7:00 AM - 5:00 PM (Flexible within this time range)
Essential Functions
Monitor daily cash movement activities-including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads-to ensure accuracy, completeness, and timely execution
Oversee daily end-of-day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positions
Coordinate and facilitate cash movement activities for high-net-worth clients, while serving as a resource to internal partners and providing guidance on processing questions
Compile, review, and submit operational data for management reports-including PAS metrics, Budget Variance reports, and Risk Assessments-ensuring all deliverables meet published deadlines
Mitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high-net-worth clients, or reputational harm to the bank
Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members
Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day-to-day questions for team members
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of accounting principles and wealth operations field
Ability to analyze trend, identify anomalies and make recommendations as needed
Ability to identify and assess cross-functional impacts associated with project initiatives to ensure alignment and operational continuity
Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork
Self-starter with strong decision-making skills and the ability to effectively communicate and interact with all levels of the company, clearly expressing ideas and concepts, both verbally and in writing
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
Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Education & Experience
Bachelor's Business, Accounting, Finance, Management or equivalent combination of education and experience required
3+ years accounting and wealth operations experience required
1+ years leadership experience required
Experience in Management Reporting preferred
*Hybrid Schedule: In office 3 days per week (training will require up to 5 days per week in office for up to 8 weeks, depending on progress and business need).
**Level of role is determined by knowledge, experience, skills, abilities, and education.
LI-KD1
LI-Hybrid
Must be eligible to work in the US without sponsorship now or in the future.
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. Clickhere (https://careers.commercebank.com/us/en/benefits) to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
About Us
Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.
Why Commerce? (https://www.commercebank.com/careers/about-commerce) Inclusion at Commerce How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)
Want to be notified of positions that fit your preferences?
Follow these easy steps:
Create a Candidate Account at the top of the page by selecting "Sign In" upper right corner
Sign-up up for Job Alerts
We'll contact you about positions that match your skills and interests
Equal Opportunity Employer
Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.
Read More
