Supervisor, Accounting – Wealth Operations

Mercantil Commerce Bank; Kansas City, Northern (MO, KY); Hybrid; USD 64,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary benefits

Job summary

Commerce Bank in Kansas City, Missouri seeks a Supervisor, Accounting - Wealth Operations to oversee cash movement, risk mitigation, and reporting for high-net-worth clients.

The role partners with Wealth Operations leadership, combines daily ops with cross-functional work, and requires 3+ years in accounting with leadership exposure.

Hybrid schedule with in-office training and a strong focus on accuracy, controls, and client service.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, or Management
• 3+ years accounting and wealth operations experience
• 1+ years leadership experience
• Experience in Management Reporting preferred

Responsibilities

• Oversee daily cash movement activities and ensure accuracy and timely execution
• Lead end-of-day balancing routines and publish daily cash reports
• Coordinate cash movement for high-net-worth clients and advise internal partners
• Prepare and submit management reports including PAS metrics and risk assessments
• Mitigate risk through accurate processing and issue resolution
• Guide team on projects, coach staff, and support day-to-day questions

Skills

Accounting principles

Wealth operations

Leadership

Financial reporting

Analytical thinking

Communication

Education

Bachelor’s Business, Accounting, Finance, Management

Tools

Excel

MS Office

Job description

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 160 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: $63,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)

About This Job

The main purpose of this job is to oversee and execute critical accounting and wealth operations functions that ensure accurate cash movement, strong risk mitigation, effective cross‑functional coordination, and high‑quality support for high‑net‑worth clients.

Work Schedule

Monday - Friday 7:00 AM - 5:00 PM (Flexible within this time range)

Essential Functions

• Monitor daily cash movement activities—including wires, ACH transactions, check processing, OFAC reviews, G/L postings, and DDA uploads—to ensure accuracy, completeness, and timely execution
• Oversee daily end‑of‑day balancing routines and prepare/publish daily projected cash reports to support final balancing and reconcile cash positions
• Coordinate and facilitate cash movement activities for high‑net‑worth clients, while serving as a resource to internal partners and providing guidance on processing questions
• Compile, review, and submit operational data for management reports—including PAS metrics, Budget Variance reports, and Risk Assessments—ensuring all deliverables meet published deadlines
• Mitigate operational, financial, and reputational risk by ensuring accurate processing; prevent errors that could lead to monetary exposure, tax reporting issues for high‑net‑worth clients, or reputational harm to the bank
• Oversee department workflow and effectively communicate decisions, priorities and relevant information to team members
• Provide guidance to team members on departmental projects/issues, coach and develop training plans, lead development conversations and answer day‑to‑day questions for team members
• Perform other duties as assigned

Knowledge, Skills & Abilities

• Strong knowledge of accounting principles and wealth operations field
• Ability to analyze trend, identify anomalies and make recommendations as needed
• Ability to identify and assess cross‑functional impacts associated with project initiatives to ensure alignment and operational continuity
• Ability to develop and coach team members with proven ability to achieve results through collaboration and teamwork
• Self‑starter with strong decision‑making skills and the ability to effectively communicate and interact 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
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor’s Business, Accounting, Finance, Management or equivalent combination of education and experience required
• 3+ years accounting and wealth operations experience required
• 1+ years leadership experience required
• Experience in Management Reporting preferred

Hybrid Schedule

In office 3 days per week (training will require up to 5 days per week in office for up to 8 weeks, depending on progress and business need).

Level of role is determined by knowledge, experience, skills, abilities, and education.

Compensation Transparency

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 Supervisor, Accounting - Wealth Operations or Senior level job and contemplates a wide range of factors that are considered in determining most appropriate job level and 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 $63,500 to $85,000 annually.

Eligibility

Must be eligible to work in the US without sponsorship now or in the future.

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

Location & Time Type

Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type: Full time

Company Culture & Recognition

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.