Salesforce Product Manager - Wealth Management

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.

The Wealth Management Salesforce Product Manager is a key influencer and leader of our Salesforce within Commerce Trust. Commerce Trust, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $75 billion in client assets. Commerce Trust concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.

About This Job

The main purpose of this job is to drive the decisioning, planning, execution and communication of the Salesforce Program and ensure the competitiveness of existing and evaluation of new products and systems within Commerce Trust.  The Salesforce Program covers complex and integrated solutions across the organization.

Essential Functions

• Partner with business line leaders to define, lead and influence the execution of Salesforce strategic business initiatives

• Lead and influence strategic initiatives to maintain competitiveness of current offerings and assess opportunities for new products, systems, and feature

• Make recommendations to business line leadership in concert with the strategic direction

• Independently create the vision and implementation timeline of identified program features and deliverables

• Prepare business cases for new products and drive prioritization of initiatives

• Create and confidently communicate the business roadmap vision and status to senior leaders and stakeholders

• Serve as the primary decision-maker, directing and authorizing execution efforts across all participating teams

• Lead vendor analysis efforts and provide input to product marketing plans

• Independently lead vendor and technology partner relationships in the execution of the strategic plan

• Consult and guide the development of product training and oversee the transition of product support to designated day-to-day support teams

• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Proficient in understanding product infrastructure and relevant legal and regulatory requirements

• Proficient knowledge and hands-on experience in Product Management

• Proficient knowledge and hands-on experience in Program Management

• Excellent relationship management skills

• Demonstrated ability to resolve problems and identify and drive process improvements

• Demonstrated ability to set goals, monitor and drive results

• Demonstrated ability to autonomously work and lead multiple priority projects

• Proven track record in building and leading projects of a wide variety of disciplines and backgrounds

• Demonstrated strong business acumen and the ability to make timely and sound business decisions

• Motivated and organized self-starter with strong attention to detail

• 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 knowledge of Microsoft Excel, Word and Outlook

Education & Experience

• Bachelor’s degree in Business, or an equivalent combination of education and experience

• 2+ years of experience required in Product or Program management or a similar capacity

• 2+ years of experience preferred in leading a cross-functional team

• 2+ years of experience preferred with financial products and systems

• 2+ years of experience preferred with Salesforce product(s) and implementations

***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 Senior Product Manager - CTC job and contemplates a wide range of factors that are considered in 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 $105,000 to $123,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.

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

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 to learn more.

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