This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
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.
Job Responsibility:
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
Requirements:
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
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
Nice to have:
FINRA Series 7 preferred
What we offer:
employer sponsored health, dental, and vision insurance