Manager, Institutional Sales

• Work with Senior Institutional line of business management to achieve company-wide institutional new business, revenue and profit goals
• Directly oversee asset sales management activities, which includes oversight of the Institutional Business Development Officers, Specialists, Associates and the Sales Intelligence Unit (SIU)
• Work within, and promote use of internal systems and CRM for all reporting needs, including activities, pipeline, compensation reporting, etc. Develop sales dashboard to track and report key metrics
• Develop strong relationships with internal referral partners and the department leaders. Develop consistent communication channels and work to increase sales from referrals within Commerce Bank
• Assist with developing sales and individual deal strategy. This will include structure, pricing, services
• Provide thought leadership and strategies to acquire and use information from various sources to drive sale while utilizing knowledge and experience with sales and prospecting data bases
• Serve as a subject matter expert as it relates to institutional competitors, current marketplace, pricing and products. Make recommendations that make Commerce Trust offerings increasingly competitive within the marketplace
• Provide recommendations and work with the BDO team and SIU to continually enhance the RFP process and marketing collateral
• Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
• Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required
• Communicate decisions, priorities and relevant information to team members effectively
• Support budget management, planning and expenditure
• Perform other duties as assigned

• Bachelor's degree in business, marketing or a related field or equivalent combination of education and experience required
• 6+ years institutional investment production, relationship management or sales leadership experience required
• 3+ years leadership/supervisory experience required
• Strong knowledge of the Institutional sales field, including knowledge of best practices
• Strong technical knowledge in investment management across fixed income, equity and alternative management
• Understanding of Institutional fiduciary roles, such as ERISA, OCIO, and UPMIFA
• Ability to prospect data tools and databases that can drive prospect generation
• Ability to analyze and condense data obtained into a format that can be useable by sales team to drive sales process
• Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
• Ability to drive results and balance management of organizational risk and meeting goals of the business
• Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
• Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing
• 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

Industry designations or certifications preferred

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits