Market Manager - Wealth Management
Apply (https://commercebank.wd1.myworkdayjobs.com/en-US/CommerceJobs/job/Ohio---West-Chester---West-Chester-45069/Market-Manager---Wealth-Management_38618/apply)
locations
Ohio - West Chester - West Chester (45069)
time @type
Full time
posted on
Posted Today
job requisition id
38618
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: $158,000.00 - $187,500.00 (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 a smaller Commerce Trust office in one market with one location. This job will manage all trust functions to assure that established sales and operational goals are met in compliance with Commerce Trust/legal/Commerce requirements. This role will work collaboratively within the market to develop internal and external referral resources and act as the primary salesperson in the solicitation and closing of asset management services to our targeted client base.
Essential Functions
Meet assigned business development expectations, individually and for the team as a whole
Assure financial/operational goals are met while complying with established policies/procedures
Provide guidance to Commerce Trust staff to develop and maintain profitable client relationships
Establish and maintain internal and external referral sources
Develop new business growth opportunities.
Build and maintain Commerce Trust's reputation while actively being involved in the community
Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
Communicate Commerce Trust decisions, priorities, and relevant information to team members effectively
Support budget management, planning and expenditure
Participate as 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
Knowledge, Skills & Abilities Required
Strong knowledge of the trust services, taxation, insurance, estate planning and investments field, including knowledge of best practices
Ability to manage complex relationship sales cycle
Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively
Ability to drive results and balance management of organizational risk and meeting goals of the business line
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate 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
Advanced level proficiency with Microsoft Word, Excel, Teams, and Outlook
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
Education & Experience
Bachelor's degree in general business, finance, accounting, management or equivalent combination of education and experience required
6+ years related business development experience required
3+ years leadership/supervisory experience required
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.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
LI-SN1
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. Click here (https://careers.commercebank.com/us/en/benefits) to learn more.
Location: 9078 Union Centre Blvd, West Chester, Ohio 45069
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)
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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.
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