Manager, Centralized Sales & Support - Cfa

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: $100,500.00 - $119,000.00 (Amount based on relevant experience, skills, and competencies.)
Commerce Financial Advisors is a subsidiary of Commerce Bank and a full-service brokerage and advisory firm. For over 30 years, Commerce Financial Advisors has been committed to working with clients to help them realize their dreams and reach their financial goals.
Essential Functions

• Manage Sales Assistants to facilitate an excellent client and financial advisor experience
• Establish and maintain clear role definitions for all support functions within the sales team
• Strategically plan and manage the staffing levels of the sales support team to maximize efficiency and productivity
• Supervise a team responsible for managing accounts and referrals under $100k, including coverage of remote branches
• Create programs and initiatives to nurture the growth and development of the next generation of financial advisors
• Regularly interact with financial advisors to gather insights and define best practices for sales support, ensuring their needs are met effectively
• Establish and track key performance indicators (KPIs) to measure the effectiveness of the sales support team and drive improvements
• Serve as the initial point of contact for client and partner issues and complaints, providing timely and effective resolutions
• Act as the primary liaison between CTC Operations and Commerce Financial Advisors (CFA), facilitating seamless communication and collaboration
• Be a valued member of the CFA leadership team, contributing to the overall strategy and direction of the department
• Lead, mentor, and motivate team members, guiding them in implementing departmental strategies and managing workflows. Offer coaching and development tailored to individual needs
• Perform essential management duties including hiring, conducting evaluations, allocating annual increases, and implementing disciplinary actions as necessary
• Communicate decisions, priorities, and pertinent information clearly and effectively to team members
• Assist in budget management, planning, and expenditure to ensure resources are utilized optimally
• Perform other duties as assigned

Knowledge Skills & Abilities Required

• Strong knowledge of the financial services industry, including knowledge of best practices
• 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
• Advance level proficiency with Microsoft Word, Excel and Outlook.
• Position requires 25% travel to other markets.

Education & Experience

• Bachelor's degree or equivalent combination of education and experience required
• 6+ years in client service or relationship management experience required
• 4+ years supervisory/management experience preferred
• Series 66 (or 63 & 65) and Series 7 or ability to obtain within 6 months required

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.
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
***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 Manager, Centralized Sales & Support - CFA 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, 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 $100,500 to $119,000 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: 922 WALNUT, Kansas City, Missouri 64106
Time Type:
Full time