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Commerce Trust · 2 days ago

Commerce Funds Wholesaler

Kansas City, MO

Full-time

Onsite

Mid Level

$65K/yr - $125K/yr

3+ years exp

Commerce Trust is committed to helping people achieve financial safety and success while fostering a supportive work culture. The Commerce Funds Wholesaler role focuses on developing and expanding client relationships, enhancing distribution channels, and generating new sales opportunities.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Mutual funds wholesalingFINRA Series 6FINRA Series 63Microsoft Office proficiencyNegotiation skillsAttention to detailTeam playerCommunication skillsAdaptability

Required

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

FINRA Series 6 and 63 required