Business Development Associate - Commerce Trust

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 26.7 - 33.66 hourlyFunction: Business Development & PartnershipsExperience: 2+ yearsEducation: bachelorsSkills: ["Communication skills","Interpersonal communication","Organization","Attention to detail","Teamwork"]

Develop new investment management and advisory business for Commerce Trust by partnering with Commerce Bank business leaders and external sources. Market fixed income and equity strategies, ensure timely preparation of research and proposals, and follow up on leads from marketing programs. Manage prospect opportunities through the sales pipeline, maintain CRM data for forecasting and relationship management, and conduct territory and market research. Assist with RFP responses and support client service delivery.

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FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

Business Development Associate - Commerce Trust

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Last checked: 2 hours agoStatus: Live

Job Summary

Develop new investment management and advisory business for Commerce Trust by partnering with Commerce Bank business leaders and external sources. Market fixed income and equity strategies, ensure timely preparation of research and proposals, and follow up on leads from marketing programs. Manage prospect opportunities through the sales pipeline, maintain CRM data for forecasting and relationship management, and conduct territory and market research. Assist with RFP responses and support client service delivery.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Mid level

Key Responsibilities

  • •Develop new investment management and advisory business by partnering with internal leaders and external contacts.
  • •Market proprietary fixed income and equity strategies to reach annual new business fee goals.
  • •Prepare and deliver quality materials, research, and proposals to prospective clients and partners.
  • •Track prospect opportunities in the sales pipeline and support Business Development Officer initiatives with timely follow-up.
  • •Maintain and update CRM systems, conduct market/territory research, and assist with RFP response processes.

Pay and Benefits

Salary: USD 26.7 - 33.66 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and experience.
  • •2+ years business development experience (preferred).
  • •Intermediate knowledge of the investment field.
  • •Intermediate understanding of sales, business development, or client relationship processes with interest in pipeline and opportunity management.
  • •Maintain a valid driver’s license and meet driving record criteria; motivated, organized, and able to manage multiple priorities.
Experience:2+ years
Education:Bachelor's
Skills:Communication skillsInterpersonal communicationOrganizationAttention to detailTeamwork
Licenses:Driver's license
Tech Stack:SalesforceCRMMicrosoft Office SuiteWordPowerPointExcelOutlookTeams

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