Business Development Associate - Commerce Trust

About Working At Commerce

Built 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. 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.

About This Job

The main purpose of this job is to develop new investment management and advisory business for Commerce Trust by partnering with appropriate business line leaders and staff at Commerce Bank and through outside contacts and sources.

• Market proprietary fixed income and equity strategies, including investment advisory services, custody and other institutional trust capabilities to reach stated annual new business fee goals
• Ensure that quality materials, research and proposals are prepared and/or delivered to prospective clients and Commerce Trust partners on a consistent and timely basis to strengthen our sales process and results
• Follow up on leads generated through various marketing programs and initiate ideas for marketing efforts that result in the identification of prospects for investment management services
• Maintain and update CRM systems with accurate prospect, client, and communication data to support pipeline visibility, forecasting, and relationship management
• Conduct territory and market research to identify potential prospects, industry trends, and areas for strategic growth
• Aid in managing/reviewing the Request For Proposal (RFP) response process, coordinating internal contributions and customizing responses tailored to prospect needs
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate knowledge of client management software, such as Salesforce preferred
• Intermediate knowledge of the investment field
• Intermediate understanding of sales, business development, or client relationship processes, with an interest in supporting pipeline and opportunity management
• 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
• Intermediate level proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook, Teams, etc.)

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required
• 2+ years business development experience preferred

Compensation Range

Hourly: $26.70 - $33.66 (Amount based on relevant experience, skills, and competencies.)

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time