Institutional Business Development Representative/Relationship Manager - Commerce Trust

Commerce Bancshares
St. Louis
Workplace: OnsiteFull timeUSD 125,000 - 125,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Organization","Attention to detail","Teamwork"]

Develop and grow institutional investment management and advisory business for Commerce Trust by partnering with Commerce Bank leaders and leveraging internal and external relationships. Market proprietary fixed income strategies, manage repeatable prospecting and lead follow-up, and serve as the relationship manager for significant revenue-producing clients. Coordinate client service delivery through ongoing communication with client leadership and board members.

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Commerce Bancshares
Commerce Bancshares
2 days ago

Institutional Business Development Representative/Relationship Manager - Commerce Trust

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Last checked: 11 hours agoStatus: Live

Job Summary

Develop and grow institutional investment management and advisory business for Commerce Trust by partnering with Commerce Bank leaders and leveraging internal and external relationships. Market proprietary fixed income strategies, manage repeatable prospecting and lead follow-up, and serve as the relationship manager for significant revenue-producing clients. Coordinate client service delivery through ongoing communication with client leadership and board members.
Location: St. Louis
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Partner with business line leaders and outside contacts to establish sales strategies and acquire new institutional clients.
  • •Market proprietary fixed income strategies and investment advisory services to meet annual new business fee goals.
  • •Develop referral opportunities through bank personnel, consultants/advisors, and the candidate’s own network.
  • •Follow up on leads from marketing programs and generate prospecting ideas for marketing efforts.
  • •Serve as relationship manager for significant clients and maintain ongoing dialogue with client senior managers and board to ensure timely delivery by the client service team.

Pay and Benefits

Salary: USD 125,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

  • •5+ years of sales experience, with investment management or investment consulting sales experience.
  • •Ability to manage complex relationship sales cycles and drive repeatable, systematic client acquisition.
  • •Advanced proficiency with client management software and comfort speaking confidently before large groups.
  • •Bachelor’s degree or equivalent combination of education and experience.
  • •Advanced degree and/or certification (MBA or CFA) preferred.
Experience:5+ yearsWealth managementInvestment managementFinancial services
Education:Bachelor's
Skills:Relationship managementCommunicationOrganizationAttention to detailTeamwork
Licenses:Driver's license
Certifications:MBACFA
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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