About This Job
The main purpose of this job is to develop new investment management and advisory business for Commerce Trust by partnering with appropriate business line leaders and staff at Commerce Bank and through outside contacts and sources.
Essential Functions
Market proprietary fixed income and equity strategies, including investment advisory services, custody and other institutional trust capabilities to reach stated annual new business fee goals
Ensure that quality materials, research and proposals are prepared and/or delivered to prospective clients and Commerce Trust partners on a consistent and timely basis to strengthen our sales process and results
Follow up on leads generated through various marketing programs and initiate ideas for marketing efforts that result in the identification of prospects for investment management services
Ensure that services provided by Commerce Trust Company (CTC) ar...