Manager, Estate Settlement Advisor – Commerce Trust

Commerce Bancshares
St. Louis
Workplace: OnsiteFull timeUSD 137,000 - 163,000 annuallyFunction: Banking, Lending & CreditExperience: 7+ yearsEducation: bachelorsSkills: ["Communication","Relationship building","Leadership","Critical thinking","Presentation"]

Lead a team of Estate Settlement Advisors while serving as a senior advisor on complex estate settlement engagements for high-net-worth and ultra-high-net-worth clients. Partner with Private Client Advisors and specialists to guide families through fiduciary administration, due diligence, and tax-aware settlement decisions, while strengthening multigenerational relationships and driving revenue goals through retention and new fee generation.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Manager, Estate Settlement Advisor – Commerce Trust

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Last checked: 2 days agoStatus: Live

Job Summary

Lead a team of Estate Settlement Advisors while serving as a senior advisor on complex estate settlement engagements for high-net-worth and ultra-high-net-worth clients. Partner with Private Client Advisors and specialists to guide families through fiduciary administration, due diligence, and tax-aware settlement decisions, while strengthening multigenerational relationships and driving revenue goals through retention and new fee generation.
Location: St. Louis
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Lead and manage a portfolio of highly complex estate settlement engagements involving trusts, beneficiaries, and fiduciary relationships.
  • •Serve as primary relationship lead, guiding beneficiaries, family members, attorneys, accountants, and other professional advisors through estate settlement.
  • •Develop and maintain relationships with next-generation family members to support long-term client retention and future opportunities.
  • •Partner with Private Client Advisors and Wealth Management Consultants on asset retention, relationship expansion, and new business development.
  • •Lead and mentor team members, including hiring, evaluations, annual increase allocations, disciplinary actions, and coaching for direct reports.

Pay and Benefits

Salary: USD 137,000 - 163,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •Bachelor's degree or equivalent combination of education and experience.
  • •7+ years of advancing experience in estate settlement, trust administration, fiduciary services, estate planning, private wealth management, or related disciplines.
  • •3+ years of leadership/supervisory experience.
  • •Experience working directly with high-net-worth and ultra-high-net-worth clients and families.
  • •Advanced knowledge of estate settlement, fiduciary administration, trust services, wealth transfer planning, taxation, and family wealth dynamics.
Experience:7+ yearsWealth managementTrust administrationEstate planning
Education:Bachelor's
Skills:CommunicationRelationship buildingLeadershipCritical thinkingPresentation
Certifications:CFP®CTFA®CPAJD
Tech Stack:Microsoft WordExcelMicrosoft TeamsOutlook

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