Portfolio Manager III - Commerce Trust (Wealth Management)

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

Annual salary: $137,000–$163,000, plus eligibility for performance-based incentive compensation.

Company

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

What you will do

• Manage assigned client portfolios, including investment objectives, asset allocation, securities selection, performance reporting, and client service.
• Meet with clients, provide portfolio and investment reporting, and make investment recommendations.
• Review portfolios for alignment with investment objectives and security-specific recommendations, and implement recommendations promptly.
• Provide market and economic information consistent with the investment outlook.
• Support investment committees, participate in policy and strategy committees, and serve as a resource for department members.
• Address portfolio and client issues with leadership, maintain relationships with private client associates, and participate in new business development.

Requirements

• Strong knowledge of portfolio management and understanding of account types and investment management.
• Advanced presentation skills and well-developed negotiation skills.
• Bachelor’s degree or equivalent combination of education and experience.
• 5+ years of trust, banking, or investment management experience.
• Ability to maintain a valid driver’s license and meet hirify.global’s driving record criteria; continued employment may depend on meeting driving requirements.
• Organized, motivated self-starter with strong attention to detail and ability to manage multiple priorities.
• Strong written, verbal, interpersonal, teamwork, adaptability, and resilience skills.
• Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
• 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 is subject to authorization for a motor vehicle driving record review.