About This Job
The main purpose of this job is to develop, retain and expand client relationships by enhancing current distribution channels and developing new opportunities. The position is responsible for prospecting and developing new leads and sales opportunities as wells as following up on leads generated through various referrals and marketing programs.
Essential Functions
Develop strategic alliances with third party broker/dealers, administrators, correspondent banks, as well as their home offices and other potential delivery channels to increase the exposure of Commerce Funds
Provide sales support for Commerce Investment Advisors, Commerce Trust Company (CTC), and Commerce Funds
Research new opportunities for distribution of the Commerce Funds
Provide wholesaling support to third party distribution channels
Assist in new product development
Manage customer service requests from existing relationships.
Ensure compliance with all bank policies, procedures, regulations, and laws
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong negotiation skills
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required
3+ years mutual funds wholesaling experience preferred
FINRA Series 6 and 63 required
FINRA Series 7 preferred
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commerce Mutual Funds Wholesaler job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $65,000 to $125,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click to learn more.
Commerce Funds Wholesaler • Kansas City, MO, US
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