What are the responsibilities and job description for the Commerce Funds Wholesaler position at Commerce Trust?
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: $65,000.00 - $125,000.00 (Amount based on relevant experience, skills, and competencies.)
The main purpose of this job is to develop, retain and expand client relationships by enhancing current distribution channels and developing new opportunities. The position is responsible for prospecting and developing new leads and sales opportunities as wells as following up on leads generated through various referrals and marketing programs.
Essential Functions
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
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: $65,000.00 - $125,000.00 (Amount based on relevant experience, skills, and competencies.)
- This role is eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.***
The main purpose of this job is to develop, retain and expand client relationships by enhancing current distribution channels and developing new opportunities. The position is responsible for prospecting and developing new leads and sales opportunities as wells as following up on leads generated through various referrals and marketing programs.
Essential Functions
- Develop strategic alliances with third party broker/dealers, administrators, correspondent banks, as well as their home offices and other potential delivery channels to increase the exposure of Commerce Funds
- Provide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce Funds
- Research new opportunities for distribution of the Commerce Funds
- Provide wholesaling support to third party distribution channels
- Assist in new product development
- Manage customer service requests from existing relationships.
- Ensure compliance with all bank policies, procedures, regulations, and laws
- Perform other duties as assigned
- Strong negotiation skills
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
- 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
- Bachelor’s degree or equivalent combination of education and experience required
- 3 years mutual funds wholesaling experience preferred
- FINRA Series 6 and 63 required
- FINRA Series 7 preferred
- For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $65,000 to $125,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
Location: 1000 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
Salary : $65,000 - $125,000