Senior Project Manager - Wealth Management

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

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this job is to perform project management functions for the Commerce Trust Company. This role will create and execute project plans, pulling together various resources to meet the project objectives.   The Project Manager will utilize project management methodologies (both traditional waterfall and agile) and tools and ensure proactive communication through team meetings, status updates, issue escalation and resolution as necessary.  The Project Manager will motivate and encourage team members to work together and maintain a big picture view.

Essential Functions

• Work with Senior Management or the various Business Lines to understand the unique project needs and value.  Drive the effort to define the scope of the project, and initial timelines and budget.  Gain acceptance of the project with key stakeholders and establish project progress feedback mechanisms.

• Manage the project team to deliver the agreed upon scope of the project.  This includes overseeing the development of business requirements/user stories, coding/development efforts and testing of the outputs of the project.

• Meet with project sponsors to provide updates on the project and seek feedback

• Ensure that the project deliverables are on time, within budget and meet the acceptable level of quality

• Work with the department peers to develop and implement PMO best practices, including Project Portfolio Management, Project Methodology improvements and project auditing

• Serve as a trusted advisor to senior leaders and business stakeholders, providing strategic recommendations, influencing decision-making, and aligning project objectives with organizational priorities and long-term business goals.

• Drive continuous improvement across project delivery practices by analyzing project performance metrics, identifying process enhancement opportunities, and championing change initiatives that improve efficiency, governance, and overall project success.

• Mentor and cross-train team members as needed

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong general banking knowledge, preferably in the wealth management field

• Knowledge of Agile project methodologies and processes

• Ability to align resources with critical path activities to ensure timely completion of project tasks

• Ability to work independently and with executive presence

• Ability to flex methodology styles to meet the need of a particular project

• Ability to thrive in a fast-paced team environment while maintaining a high level of accuracy

• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

• Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

• 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 and Outlook

Education & Experience

• Bachelor’s Degree in Finance, Accounting, or Information Systems or equivalent combination of education and experience required

• 6+ years project management experience required

• 1+ years wealth management experience preferred

• 1+ years Information Technology processes experience preferred

• PMP Project Management certification preferred

• Certified Scrum Master or equivalent Agile certification preferred

***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 Project Manager II & Senior – CTC 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 $93,000 to $123,500 annually.

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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.

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