Portfolio Manager

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 RangeAnnual Salary: $80,000.00 - $121,000.00 (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. As a fiduciary and Wealth Management expert the Private Client Advisor Associate’s primary responsibility is the support of our Private Client Relationship Managers who are accountable for the delivery of wealth management advisory services to ultra-high net worth clientele and their business partners. Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $40 billion in client assets. Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.As a Portfolio Manager I, you’ll meet with assigned clients on a regular basis, providing portfolio and investment reporting and making investment recommendations as appropriate.Essential FunctionsMeet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriateDetermine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriateProvide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlookReview existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendationsProvide timely implementation of security-specific recommendations in assigned client portfoliosPro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issuesProvide support to the investment committees by providing complete and timely information about assigned client portfoliosMaintain constructive, pro-active working relationship with private client associates to provide timely client serviceParticipate in new business developmentPerform other duties as assignedKnowledge, Skills & Abilities Required​Basic knowledge of the investment industryAbility to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility 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 ValuesIntermediate level proficiency with Microsoft Word, Excel and OutlookEducation & ExperienceBachelor’s degree or equivalent combination of education and experience required1+ year trust, bank or investment management experience requiredChartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred