Portfolio Manager Associate - Wealth Management

Commerce Bank is hiring a Portfolio Manager Associate for Wealth Management in Leawood, KS. This role involves providing support to the team, answering client inquiries, and assisting with reporting and internal communications. Candidates should have a Bachelor's degree in Finance and some experience in investment management. The position emphasizes teamwork, communication skills, and attention to detail, with a compensation range of $26.25 - $30.75 per hour.
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
Hourly: $26.25 - $30.75 (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 provide a high level of support to the team. This role will answer client questions, provide specialized reporting, and help with internal communications.

Essential Functions
• Provide compliance and investment support to team members, including preparation of client presentation materials and customized reports
• Provide support assistance to clients
• Provide administrative support to investment committees
• Attend all internal investment related meetings to advance investment acumen
• Perform other duties as assigned

Knowledge, Skills & Abilities Required
• Basic analytical and problem-solving skills
• Basic knowledge of the investment field
• 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
• Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience
• Bachelor’s degree in Finance or equivalent combination of education and experience required
• 1+ year experience in Trust, Bank or Investment Management experience preferred
• Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation 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 Portfolio Manager Associate 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 $26.25 to $30.75 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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: 11405 Nall Avenue, Leawood, Kansas 66211

Time Type:
Full time