Systems Analyst - 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 be the initial point of contact with internal and external users while providing exceptional customer service and support for our different wealth management systems while also serving as a systems liaison/consultant to develop and implement technical solutions to meet business needs.  Short-term focus is on the investment performance and client reporting system, Addepar.  This role is crucial in maintaining the reliability and efficiency of our reporting systems and supporting the wealth management process.

Essential Functions

• Provide technical support to both internal and external users including user access administration and tier 1 support for several applications

• Provide application subject matter expertise to all levels of internal and external users

• Support ongoing system operations through maintenance, user access management, enhancement validation, and defect testing

• Provide analysis for and perform system configurations to support business needs - formulates systems to parallel overall business unit strategies. Translate business needs into clear and actionable solutions and product features

• Monitor system use and recommend enhancements for productivity

• Coordinate communication on application issues (production bugs) between internal customers and external vendors

• Provide support, consultation and recommendations to clients in resolving technical problems

• Provide client demos and/or training of online products as requested by administration and/or management

• Ensure alignment with regulatory, compliance, and organizational standards

• Investigate and resolve discrepancies in performance calculations, data accuracy, and reporting outputs

• Assist in the integration and reconciliation of data between systems to ensure accuracy and integrity

• Stay informed of industry trends, best practices, and emerging technologies related to wealth management and client reporting

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of wealth management systems, including best practices

• Effective ability to troubleshoot and problem solve; strong analytical skills and the ability to drive continuous improvement

• Ability to communicate in user-friendly language to both technical and non-technical end-users

• 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 or equivalent combination of education and experience required

• 4+ years systems analysis experience required

• Experience in a customer-centric, system administrator role preferred

• Experience with wealth management systems, such as Addepar preferred

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

***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 Systems Analyst II & III - 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 $63,500 to $85,000 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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