Portfolio Manager

• 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

• Bachelor’s degree or equivalent combination of education and experience required
• 1+ year trust, bank or investment management experience required
• Basic knowledge of the investment industry
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
• 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 and Outlook

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

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