2 Wealth Management Revenue Analyst Jobs in Kansas, MO
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Wealth Management Revenue Analyst
$69k-95k (estimate)
Full Time | Professional Associations
2 Weeks Ago
Commerce Trust is Hiring a Wealth Management Revenue Analyst Near Kansas, MO
About Working At CommerceBuilding 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 RangeHourly: $22.60 - $30.30 (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 JobThe Wealth Management Revenue Analyst is a primary point of contact for Private Client and Institutional Administrators within Commerce Trust. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $70 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.
Essential Functions
Time Type:
Full time
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 RangeHourly: $22.60 - $30.30 (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 JobThe Wealth Management Revenue Analyst is a primary point of contact for Private Client and Institutional Administrators within Commerce Trust. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $70 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.
Essential Functions
- Provide high level customer service and support to internal Trust Administrators, while facilitating the process of establishing fees for new accounts, updating fees on existing accounts, and the overall processing of fees
- Assist with problem resolution and serve as a liaison between the Administrators and other departments of the Trust Company including Operations, Audit, Compliance, Legal, and Tax
- Drive process improvements and assist with special projects
- Identify and process payments throughout the month sent by various clients, mutual fund families, and custodians
- Work with fund families to resolve any discrepancies or missing payments
- Perform other duties as assigned
- Intermediate knowledge of the financial services industry
- Intermediate knowledge of Excel functionalities, such as formulas, filters, pivot tables
- Strong customer service skills, including the ability to recognize and respond to needs of both internal and external clients
- Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy
- Superior problem solving and analytical 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 with an emphasis in Finance or Accounting or equivalent combination of education and experience required
- 2 years of experience in trust services, finance, or investment management industry preferred
- Previous background and knowledge of investment management fee and mutual fund fees preferred
- 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 Wealth Management Revenue Analyst & Senior Analyst 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 $22.60 to $30.30 per hour. 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.
Time Type:
Full time
Job Summary
JOB TYPE
Full Time
INDUSTRY
Professional Associations
SALARY
$69k-95k (estimate)
POST DATE
08/29/2024
EXPIRATION DATE
09/25/2024
WEBSITE
commercetrustcompany.com
HEADQUARTERS
MANHATTAN, KS
SIZE
50 - 100
FOUNDED
1865
TYPE
Private
CEO
TOM FRYER
REVENUE
$50M - $200M
INDUSTRY
Professional Associations
Related Companies
About Commerce Trust
Commerce Trust specializes in providing wealth and asset management solutions and services for individual investors, families and institutions.
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