Job summary
Job post source
This job is directly from Commerce Trust
Job overview
The Senior Portfolio Manager at Commerce Trust manages client portfolios to meet investment objectives and enhance client financial success.
Responsibilities and impact
The role involves managing client portfolios, meeting with clients, making investment recommendations, ensuring compliance with investment objectives, supporting investment committees, and participating in new business development.
Compensation and benefits
The annual salary ranges from $176,500 to $210,500 based on experience, with additional performance-based incentives. Benefits include health, dental, vision insurance, 401(k), life insurance, paid vacation, personal time, career development, and education assistance.
Experience and skills
Requires a bachelor's degree or equivalent, 6+ years in trust, bank, or investment management, with CFA or CFP preferred. Skills include advanced portfolio management, negotiation, decision-making, communication, and proficiency in Microsoft Office.
Career development
Commerce Trust offers opportunities for growth, learning, and career development with resources to help employees become their best selves.
Work environment and culture
Commerce Trust values community, collaboration, and a positive, adaptable work environment aligned with its core values.
Company information
Commerce Trust is a division of Commerce Bank with over a century of experience in wealth management, offering services like financial planning, investment management, and trust administration.
Job location and travel
The position is located at 11405 Nall Avenue, Leawood, Kansas 66211, and is full-time.
Unique job features
The role includes leadership participation, client relationship management, and involvement in policy and strategy committees, distinguishing it from similar positions.
Company overview
Commerce Trust is a division of Commerce Bank, providing comprehensive wealth management services including investment management, financial planning, and private banking. They generate revenue through advisory fees, asset management, and banking services tailored to high-net-worth individuals and institutions. Established in 1906, Commerce Trust has a long-standing history of financial expertise and client-focused service, making it a reputable entity in the wealth management sector.
How to land this job
Tailor your resume to emphasize your advanced portfolio management skills, client relationship expertise, and your ability to manage investment objectives and asset allocation effectively, as these are central to the Senior Portfolio Manager role at Commerce Trust.
Highlight your experience in trust, bank, or investment management, especially if you have 6+ years and any CFA or CFP designations, as these credentials align closely with the job requirements and will stand out.
Apply through multiple channels including Commerce Trust's official careers page and LinkedIn to maximize your visibility and chances of selection for this competitive position.
Connect on LinkedIn with current Senior Portfolio Managers or leadership within Commerce Trust’s wealth management division; start conversations by referencing recent company news, complimenting their client-focused approach, or asking about their experience with the investment committees.
Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio management,' 'investment objectives,' 'client service,' 'asset allocation,' 'CFA,' and 'CFP,' ensuring your application passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant Commerce Trust contacts on LinkedIn, allowing you to focus your energy on preparing for interviews and networking effectively.
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