Income Processing Supervisor, Wealth Operations

Commerce Bank; Kansas City (MO); Sur place; USD 63 500 - 85 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Résumé du poste

Commerce Bank in Kansas City, MO is seeking a Supervisor, Income Processing - Wealth Operations to lead income processing and related operational activities ensuring accuracy, efficiency, and policy compliance.

You will supervise posting of income transactions, oversee settlement activity, manage risk for high‑net‑worth clients, and guide a team through audits and process improvements while collaborating with portfolio managers and compliance functions.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 3+ years of Trust Operations experience or equivalent required.
• 2+ years of asset management experience required.
• 1+ year of leadership experience required.
• Experience in Management Reporting required.
• Role level determined by knowledge, experience, skills, abilities, and education.

Responsabilités

• Supervise posting of income transactions on stocks, bonds, mutual funds, and other assets.
• Oversee free movement activities for trusts to reflect assets accurately.
• Process LLP/LLC, private placements, and hedge funds in special cases.
• Monitor daily/weekly/monthly settlement activity for accuracy.
• Manage liability and risk related to income processing for high‑net‑worth clients.
• Ensure audit and compliance requirements are met.
• Develop conversion and testing plans and implement enhancements with zero defects.
• Oversee workflow and communicate priorities to the team.
• Coach and develop team members, lead development conversations.
• Perform other duties as assigned.

Connaissances

Trust operations knowledge

ACAT knowledge

Process improvement

Coaching & team development

Cross-functional collaboration

Strong communication

MS Office proficiency

Formation

Bachelor’s degree or equivalent

3+ years Trust Operations experience

2+ years asset management experience

1+ year leadership experience

Experience in Management Reporting

Outils

Microsoft Word

Excel

Teams

Outlook

Description du poste

Commerce Bank in Kansas City, MO is seeking a Supervisor, Income Processing - Wealth Operations to lead income processing and related operational activities ensuring accuracy, efficiency, and policy compliance.

You will supervise posting of income transactions, oversee settlement activity, manage risk for high‑net‑worth clients, and guide a team through audits and process improvements while collaborating with portfolio managers and compliance functions.