Institutional Growth & Relationship Leader

Mercantil Commerce Bank; St. Louis, Northern (MO, KY); Hybrid; USD 106,000 - 144,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Life insurance

Paid vacation and paid personal time

Career development & education support

Voluntary supplemental benefits

Job summary

Commerce Bank’s Commerce Trust division seeks an institutional business development representative/relationship manager in St. Louis to grow investment management services and advisory sales.

You will partner with the commercial banking team, leverage your network, and guide clients through strategic wealth management solutions while meeting annual fee goals. The role emphasizes collaboration, client service, and repeatable sales processes.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 5+ years sales experience required, financial sales experience preferred.
• Investment management or investment consulting sales experience required.
• Advanced degree and/or certification (MBA or CFA) is preferred.

Responsibilities

• Develop new investment management and advisory business for The Commerce Trust Company by partnering with appropriate business line leaders and staff at Commerce Bank and through outside contacts and sources.
• Market proprietary fixed income strategies and investment advisory services to reach annual new business fee goals.
• Develop referral opportunities through bank personnel and through an outside network of consultants, other financial advisors, and through candidate’s own network.
• Follow up on leads generated through various marketing programs.
• Initiate ideas for marketing efforts that result in the identification of prospects for investment management services.
• Serve as the relationship manager for significant revenue producing clients.
• Maintain ongoing dialogue with client senior managers and board.
• Ensure that services provided by The Commerce Trust Company are delivered in a consistent and timely manner by client service team.
• Perform other duties as assigned.

Skills

Relationship management

Public speaking

Sales cycle management

CRM software

Self-starter

Team player

Adaptable

Driving license

MS Office

Education

Bachelor’s degree

MBA or CFA preferred

Tools

CRM software

Job description

Commerce Bank’s Commerce Trust division seeks an institutional business development representative/relationship manager in St. Louis to grow investment management services and advisory sales.

You will partner with the commercial banking team, leverage your network, and guide clients through strategic wealth management solutions while meeting annual fee goals. The role emphasizes collaboration, client service, and repeatable sales processes.