Team Lead, Fee Revenue & Analysis - Commerce Trust

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 93,000 - 109,000 annuallyFunction: Administration & Executive AssistanceExperience: 4+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Mentoring","Analytical thinking","Problem-solving","Communication"]

Lead daily fee administration and revenue reporting for Commerce Trust, serving as the primary escalation point for complex reporting and client service questions. Coach and mentor Financial Reporting Analysts through onboarding, training, and performance feedback, while partnering across Wealth Management, Operations, Audit, Compliance, Legal, and Tax. Drive advanced analysis of revenue trends and fee realization, resolve complex issues, and improve accuracy, efficiency, scalability, and risk management.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
2 days ago

Team Lead, Fee Revenue & Analysis - Commerce Trust

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Lead daily fee administration and revenue reporting for Commerce Trust, serving as the primary escalation point for complex reporting and client service questions. Coach and mentor Financial Reporting Analysts through onboarding, training, and performance feedback, while partnering across Wealth Management, Operations, Audit, Compliance, Legal, and Tax. Drive advanced analysis of revenue trends and fee realization, resolve complex issues, and improve accuracy, efficiency, scalability, and risk management.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Provide daily leadership, coaching, mentoring, and support to Financial Reporting Analyst team members.
  • •Oversee revenue reporting activities to ensure accuracy, completeness, and timeliness of deliverables.
  • •Drive advanced analysis of revenue trends, fee realization, and business performance; resolve complex fee and reporting issues.
  • •Serve as the primary resource and escalation point for complex fee administration and revenue reporting questions.
  • •Lead training, onboarding, and ongoing skill development; assist management with workload balancing, performance feedback, and employee development.

Pay and Benefits

Salary: USD 93,000 - 109,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveEducation Assistance

Key Requirements

  • •4+ years of experience in revenue reporting, fee administration, financial analysis, wealth management, trust services, or investment management.
  • •1+ years of leadership experience.
  • •Strong knowledge of revenue reporting and financial services terminology.
  • •Expert-level Microsoft Excel skills, including formulas, pivot tables, advanced reporting, and data analysis.
  • •Ability to interpret complex financial information and communicate recommendations to leadership.
Experience:4+ yearsWealth managementTrust servicesInvestment management
Education:Bachelor's in Finance, Accounting, Business Administration, Economics, or related field
Skills:LeadershipCoachingMentoringAnalytical thinkingProblem-solvingCommunication
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft OutlookMicrosoft TeamsMicrosoft PowerPoint

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn