Jobs · Business Development · Ohio

Market Manager - Wealth Management

Commerce Trust · Hamilton, OH · Yesterday
On-siteBusiness Development$158k–$188k/yrFull-time
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: $158,000.00 - $187,500.00 (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. About This Job The main purpose of this job is to manage a smaller Commerce Trust office in one market with one location. This job will manage all trust functions to assure that established sales and operational goals are met in compliance with Commerce Trust/legal/Commerce requirements. This role will work collaboratively within the market to develop internal and external referral resources and act as the primary salesperson in the solicitation and closing of asset management services to our targeted client base. Essential Functions Meet assigned business development expectations, individually and for the team as a wholeAssure financial/operational goals are met while complying with established policies/proceduresProvide guidance to Commerce Trust staff to develop and maintain profitable client relationshipsEstablish and maintain internal and external referral sources Develop new business growth opportunities.Build and maintain Commerce Trust's reputation while actively being involved in the communityLead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needsPerform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as requiredCommunicate Commerce Trust decisions, priorities, and relevant information to team members effectivelySupport budget management, planning and expenditureParticipate as member of Commerce Trust’s leadership team to advance the market’s strategic goalsMake decisions regarding event sponsorships, marketing, and internal employee eventsRepresent the bank at community events, including speaking engagementsPerform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of the trust services, taxation, insurance, estate planning and investments field, including knowledge of best practicesAbility to manage complex relationship sales cycleStrong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectivelyAbility to drive results and balance management of organizational risk and meeting goals of the business lineStrong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goalsOutstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writingAbility 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 ValuesAdvanced level proficiency with Microsoft Word, Excel, Teams, and Outlook Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Education & Experience Bachelor’s degree in general business, finance, accounting, management or equivalent combination of education and experience required6+ years related business development experience required3+ years leadership/supervisory experience required For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. 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 Market Manager – CTC 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 $158,000 to $187,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. Must be eligible to work in the US without sponsorship now or in the future. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 9078 Union Centre Blvd, West Chester, Ohio 45069 Time Type: Full time

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