Portfolio Manager - Bloomington, United States - Mercantil Commercebank

Mercantil Commercebank Bloomington, United States

1 week ago

Description

time type

Full time
posted on

Posted 2 Days Ago
job requisition id

34622
About Working at Commerce
Building a career here is more than just steps on a ladder.

It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.

And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you.

You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range

Annual Salary:
$78, $157, Amount based on relevant experience, skills, and competencies.)

About Working at Commerce
Building a career here is more than just steps on a ladder.

It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.

And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you.

You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.

Compensation Range

Annual Salary:
$78, $157, Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.

Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals.

Commerce Trust is a division of Commerce Bank
About This Job

The main purpose of this job is to manage assigned client portfolios, including establishment of investment objective, asset allocation, selection of specific securities, investment performance reporting, and client service.

Essential Functions
Participate in leadership activities, including policy and strategy committees

Serve as a resource for other members of department

Meet with assigned clients on a regular basis, provide portfolio and investment reporting and make investment recommendations as appropriate

Determine appropriate investment objective of assigned client investment portfolios, work with the client and administrative officer as appropriate

Provide information to clients regarding general market and economic conditions, consistent with the investment and economic market outlook

Review existing client portfolios to ensure investment objectives are being met, portfolios are in compliance with investment objectives and Commerce security-specific recommendations

Provide timely implementation of security-specific recommendations in assigned client portfolios

Pro-actively discuss investment and/or client problems and concerns with leadership in order to promote timely resolution of outstanding issues

Provide support to the investment committees by providing complete and timely information about assigned client portfolios

Maintain constructive, pro-active working relationship with private client associates to provide timely client service

Participate in new business development

Perform other duties as assigned

Knowledge, Skills & Abilities Required
Strong knowledge of portfolio management

Understanding of various types of accounts and investment management

Advanced presentation skills along with well-developed negotiation skills

Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

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

Basic level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience
Bachelor's degree or equivalent combination of education and experience required

6+ years trust, bank or investment management experience required

Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP) designation preferred

For this position, Commerce Bank will review your motor vehicle driving record.

If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.

***Level of role is determined by knowledge, experience, skills, abilities, and education
***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 Portfolio Manager I, II & III – CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $78,500 to $157,000 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

here

to learn more.
Location: 1339 E Empire St, Bloomington, Illinois 61701 Time Type:
Full time
About Us

Commerce Bank has been awarded numerous awards for our company culture.

We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award.

You'll see the difference for yourself when you join the team.
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We'll contact you about positions that match your skills and interests
Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies.

We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.

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