Senior Relationship Manager

Overview

Senior Relationship Manager – responsible for growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within a portfolio; aligns client financial needs and investment objectives with organization strategy while building client base through networking, community involvement, and relationship management.

• Manage client relationships: oversee portfolio to ensure retention and growth while aligning with client objectives and policies.
• Expand portfolio: acquire new high‑net‑worth clients with complex needs through targeted business development and collaboration with Business Development Officers.
• Drive profitability: attain revenue goals, control expenses, monitor profit performance and take corrective action as necessary.
• Deliver exceptional service: foster a service culture by leveraging expertise in investment and wealth advisory services.
• Engage in client events: participate in client‑focused events to enhance business development and strengthen relationships.
• Collaborate effectively: build strong internal partnerships for seamless, professional, timely client service.
• Ensure compliance: implement and maintain effective operational and compliance risk controls.

• Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Comprehensive understanding of investment products and strategies for sophisticated high‑net‑worth clients.
• Strong financial analysis skills to provide expert advice on complex and high‑value client relationships.
• Excellent relationship building, persuasive recommendation, presentation, writing, and negotiation skills.
• Professionalism, sound judgment, client‑focus, and thorough understanding of operational, regulatory, and compliance requirements.

Expected salary range: $175,000–$240,000 for Boston, MA market based on experience, qualifications, and location. Eligible for incentive compensation plan and discretionary bonus.

Benefits include medical, dental, vision, health savings account, life insurance, disability, other insurance plans, paid time off (sick leave, parental leave, vacation), holidays, 401(k), and special perks.

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants with diverse abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb Applicants must be legally eligible to work at the specified location and may be required to complete attribute‑based assessments.

Location:

Boston, MA – 100 Federal St, Fl 31.

Type:
Regular.

Hours:

40 per week.