Supervisor, Income Processing – Wealth Operations

Commerce Bancshares
Kansas City
Workplace: HybridFull timeUSD 63,500 - 85,000 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Decision-making","Communication","Coaching","Process improvement","Adaptability"]

Lead and oversee income processing and related operational activities within Wealth Operations, ensuring transactions are posted accurately and efficiently in compliance with policies and service expectations. Supervise staff and daily/weekly/monthly settlement workflows, manage income-processing liability and risk, and support processing of special trust/asset types. Drive conversion and testing plans, oversee department workflow, and coach team members on departmental projects, training, and day-to-day issues.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Supervisor, Income Processing – Wealth Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 day agoStatus: Live

Job Summary

Lead and oversee income processing and related operational activities within Wealth Operations, ensuring transactions are posted accurately and efficiently in compliance with policies and service expectations. Supervise staff and daily/weekly/monthly settlement workflows, manage income-processing liability and risk, and support processing of special trust/asset types. Drive conversion and testing plans, oversee department workflow, and coach team members on departmental projects, training, and day-to-day issues.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Supervise staff and processes for posting income-related transactions across stocks, bonds, mutual funds, money market funds, and non-marketable assets.
  • •Oversee free movement activities for client accounts to ensure timely and accurate reflection of trust assets.
  • •Monitor and direct daily, weekly, and monthly settlement activity to ensure accurate processing.
  • •Manage income-processing liability and associated risk, including compliance risk and exposure to fee losses.
  • •Develop conversion and testing plans for enhancements, oversee workflow, and coach/develop team members on projects and day-to-day questions.

Pay and Benefits

Salary: USD 63,500 - 85,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveEducation Assistance

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and experience.
  • •3+ years of Trust Operations experience (or equivalent).
  • •2+ years of asset management experience.
  • •1+ year of leadership experience.
  • •Strong knowledge of trust/security asset types, income processes, and depository settlement information, including ACAT and free movement standards.
Experience:Trust operationsAsset managementWealth operations
Education:Bachelor's
Skills:Decision-makingCommunicationCoachingProcess improvementAdaptability
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft OutlookACATDTCCFederal ReserveNSCCState StreetBNY Mellon

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