Manager, Financial Advisors Sales Support
Commerce Bank

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 more than 155 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.

Commerce Financial Advisors is a subsidiary of Commerce Bank and a full-service brokerage and advisory firm. For over 30 years, Commerce Brokerage Financial Advisors have been committed to working with clients to help them realize their dreams and reach their financial goals.

About This Job

The main purpose of this job is to develop and manage the Sales Support team at Commerce Financial Advisors (CFA) while working closely with the CFA leadership team and partnering with compliance to provide and ensure all regulatory reporting and compliance.

Essential Functions

• Lead, 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 needs
  
• Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
  
• Communicate decisions, priorities, and relevant information to team members effectively
  
• Support budget management, planning and expenditure
  
• Look for opportunities to create a path to move sales support function to have more proactive responsibilities to engage clients and deepen relationships
  
• Troubleshoot complex problems when working with the field, management, and business partners
  
• Create scorecard to establish priorities and measure results of team members
  
• Create a Service Level Agreement (SLA) for the client experience and Financial Advisor (FA) partnership
  
• Establish operational guidelines for SAs in client works to assist in managing FAs book, NIGOs, etc.
  
• Survey and facilitate FA/SA relationships and results
  
• Resolve client, FA, and operational problems
  
• Establish new processes to improve efficiency
  
• Create reports to inform management of results, issues, progress to goals
  
• Act as liaison between FAs and support staff
  
• Establish training program for new employees
  
• Perform other duties as assigned
  

Knowledge, Skills & Abilities Required

• Strong knowledge of brokerage and related fields, including knowledge of best practices
  
• Strong critical thinking skills with the ability to apply discretion and sound judgement to solve problems efficiently and effectively
  
• Ability to drive results and balance management of organizational risk and meeting goals of the business
  
• Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
  
• Outstanding 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 writing
  
• 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
  
• 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 or equivalent combination of education and experience required
  
• 6+ years in client service or relationship management experience required
  
• 4+ years supervisory/management experience preferred
  
• Series 66 (or 63 & 65) and Series 7 or ability to obtain within 6 months required
  

***This position may be located in St Louis or Kansas City.

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.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time

This job has expired.