Senior Portfolio Manager - Commerce Trust

Location: 8000 Forsyth Blvd, Clayton, Missouri 63105, United States; onsite

Annual salary: $137,000–$214,500, plus eligibility for performance-based incentive compensation.

Company

Commerce Trust provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration as a division of hirify.global.

What you will do

• Manage assigned client portfolios, including investment objectives, asset allocation, security selection, performance reporting, and client service.
• Meet with clients, provide portfolio and investment reporting, and make investment recommendations.
• Review portfolios for compliance with investment objectives and security-specific recommendations, and implement recommendations promptly.
• Provide market and economic information to clients and support investment committees with portfolio information.
• Participate in policy and strategy committees, support department members, and contribute to new business development.
• Identify portfolio and client issues, coordinate timely resolution, and maintain proactive relationships with private client associates.

Requirements

• Advanced knowledge of portfolio management and understanding of account types and investment management.
• Advanced presentation skills, well-developed negotiation skills, and independent decision-making ability.
• Bachelor’s degree or equivalent combination of education and experience.
• 6+ years of trust, bank, or investment management experience required.
• Strong organization, attention to detail, ability to manage multiple priorities, adaptability, resilience, and teamwork.
• Excellent written, verbal, and interpersonal communication skills.
• Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
• Valid driver’s license and compliance with hirify.global’s driving record criteria required; continued employment may depend on meeting driving requirements.
• Must be eligible to work in the United States without sponsorship now or in the future.

Nice to have

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

Culture & Benefits

• Full-time employment with employer-sponsored health, dental, and vision insurance.
• 401(k), life insurance, paid vacation, and paid personal time.
• Career development, education assistance, and voluntary supplemental benefits.
• Employment at a long-established organization focused on financial safety, client success, collaboration, and professional development.

Hiring process

• Applicants considered for the role must authorize a review of their motor vehicle driving record.