Manager, Regional Sales Manager - Commerce Financial Advisors

About Working at Commerce 

Building 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 Range

Annual Salary: $116,500.00 - $139,000.00 (Amount based on relevant experience, skills, and competencies.)

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.

About This Job

Financial Advisors, driving revenue growth, and ensuring exceptional client service. This role will focus on recruitment, coaching, business development, and compliance to align with corporate goals and regulatory requirements.  The Sales Manager role requires a strategic leader with deep industry knowledge, exceptional relationship-building skills, and a proven track record of meeting sales targets while ensuring compliance with regulatory standards.

Essential Functions

• Recruit, train, and mentor financial advisors to enhance their productivity and client engagement

• Develop and execute sales strategies to achieve revenue goals for advisory services and brokerage products

• Build and maintain strong relationships with Bank clients, identifying opportunities to cross-sell investment products and deepen wallet share

• Collaborate with Bank leadership to align sales efforts with organizational objectives and market opportunities

• Ensure team adherence to FINRA, SEC, and internal compliance policies, conducting regular reviews and training as needed

• Analyze sales data and prepare reports to present to senior management, providing insights and recommendations for improvement

• Represent Commerce Financial Advisors in client meetings, industry events, and networking opportunities to enhance brand visibility and attract new business

• Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs

• Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required

• Communicate decisions, priorities and relevant information to team members effectively

• Support budget management, planning and expenditure

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong understanding of advisory business development, with a focus on growing fee-based advisory accounts and client portfolios

• Strong understanding of investment products, market dynamics, and banking operations

• Proven ability to drive sales growth and manage high-performing teams in a regulated environment

• Excellent negotiation skills

• Proficiency in CRM software and sales analytics tools

• Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems

• Ability to drive results and balance management of organizational risk and meeting goals of the business

• Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals

• Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing

• 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

• Advance level proficiency with Microsoft Word, Excel, and Outlook

Education & Experience

• Bachelor’s degree in Finance, Business Administration, or a related field or equivalent combination of education and experience required.  Master’s degree preferred.

• 6+ years sales experience within financial services required

• 3+ years leadership/supervisory experience within a broker-dealer or wealth management environment required

• FINRA Series 7 &  63/65 or 66 licenses required at time of hire

• FINRA Series 24, or the ability to obtain within 9 months of hire, required

***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 Manager, Regional Sales Manager - CFA job and contemplates a wide range of factors that are considered in 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $116,500 to $139,000 annually.  This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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.

Location: 8000 Forsyth Blvd, Clayton, Missouri 63105

Time Type:

Full time