Commerce Bank Portfolio Manager III in Kansas City, Missouri
About Working at Commerce
Wouldn’t it be great to build your career at a bank that’s known for helping people with their financial challenges? That’s exactly what you’d be doing when you join the team at Commerce Bank. We’re looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You’d be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we’ve been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you’d like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We’re always looking for the best and brightest.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Summary:Responsible for the management of assigned Commerce Trust Company (CTC) client portfolios which are considered key relationships, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service. (Key relationships include clients with larger than average portfolios, more sophisticated than average clients and/or sensitive client relationships.). Participates in new business development opportunities for CTC. Key Responsibilities:• Determines the appropriate investment objective of assigned CTC client investment portfolios, working with the client and administrative officer as appropriate. Determines the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income.• Meets with assigned CTC clients on a regular basis, providing portfolio and investment reporting and making investment recommendations as appropriate. Provides information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook.• Determines the appropriate investment objective of assigned CTC client investment portfolios, working with the client and administrative officer as appropriate. Determines the appropriate asset allocation mix, and implements the asset mix with approved securities, both equity and fixed income.• Meets with assigned CTC clients on a regular basis, providing portfolio and investment reporting and making investment recommendations as appropriate. Provides information to clients regarding general market and economic conditions, consistent with the CTC investment and economic market outlook.• Regularly reviews existing client portfolios to ensure that investment objectives are being met, portfolios are in compliance with investment objectives and CTC security-specific recommendations. Provides timely implementation of CTC security-specific recommendations in assigned client portfolios.• Participates proactively in the CTC Trust Investment Committee process, providing complete and timely information about assigned client portfolios. Actively participates in ensuring compliance with all relevant policies and procedures. • Keeps informed on a timely basis of investment industry developments, disseminating information as appropriate. Participates in local Society of Financial Analysts program as appropriate. • Pro-actively discusses investment and/or client problems and concerns with supervisor to promote timely resolution of outstanding issues.• Maintains a constructive, pro-active working relationship with PCA’s to provide timely client service. (Maintains a constructive, pro-active working relationship with all colleagues, facilitating a team effort.)• Participates in new business development activities as assigned.• Performs other special projects or duties as assigned.• Participates in department leadership activities, including policy and strategy committees. Serves as a resource for other members of the department.• Achieve Revenue Per Desk and new business assigned goals.Skills:• Good verbal/written communication skills• Good strategic, analytical and problem-solving skills• Solid understanding of various types of accounts and investment management thereof• Strong time management skills, with ability to prioritize activities• Lead sales and presenter capabilities• Well-developed negotiation skills• Good independent decision making with mgmt. oversightEducation:• Bachelor’s degree required CFA/CFP and Advanced degree preferredWork Experience:• 5+ Years trust, bank or investment management experience
Full timeJoin our winning team.
If you’re looking for something more than just another job, we’re looking for you. We’re searching for people with a make-it-happen attitude who also want to make a difference. At Commerce Bank, we take the time to really get to know our customers. Then we work together to help them achieve their goals. It’s a great feeling. We are committed to always bringing our best, which means we are constantly looking for the best to join us. Does that sound like you?
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.
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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, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.