Sr. Consultant, Business Effectiveness - Client Onboarding

CIBC Client Lifecycle Management Platform Business Product Owner

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered  team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

This role serves as the business product owner and primary business lead for the Client Lifecycle Management platform and the broader client onboarding transformation, accountable for defining, prioritizing, and delivering platform capabilities that improve onboarding outcomes, enhance client experience, strengthen control and governance, and drive operational efficiency. Drawing on deep expertise in client experience, business effectiveness, and transformation delivery, the role provides specialized advice and consultation to senior business partners;

leads complex initiatives across business, operations, risk, compliance, technology, and vendor stakeholders; and develops recommendations, roadmaps, and execution plans that align front-line needs, operational requirements, platform design, and measurable business outcomes. The role is accountable for solving complex issues with limited precedent, translates strategy into actionable delivery priorities, and champions innovative, practical solutions consistent with CIBC's values, quality standards, and target operating model objectives.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

Transformation Delivery & Platform Implementation

• Serve as the primary business lead and product owner for the CLM platform implementation, accountable for translating onboarding transformation objectives, operating model priorities, and client experience goals into clear platform requirements, delivery priorities, and measurable outcomes.
• Lead business requirements definition, journey mapping, process design, and user story development across the end-to-end onboarding journey, ensuring requirements reflect front-line, onboarding, KYC/AML, operations, product, technology, risk, compliance, and client needs.
• Act as the primary business point of accountability for interactions with the CLM vendor, system integrator, technology partners, and governance forums, ensuring delivery aligns with agreed scope, timelines, quality expectations, and business outcomes.
• Drive cross-functional stakeholder alignment across Commercial Banking, Treasury Management, onboarding and client service, risk/AML, compliance, legal, operations, product, technology, data, and enterprise governance teams to support timely decisions and coordinated execution.
• Challenge vendor and system integrator design decisions to minimize unnecessary customization, stay close to standard platform capabilities where appropriate, preserve long-term sustainability, and ensure the solution remains scalable, resilient, and extensible.
• Orchestrate business input into platform integrations across CLM, Salesforce, front-end experience, document management, e-signature, KYC/KYB/screening tools, and core banking platforms to support a seamless end-to-end onboarding experience.
• Ensure the platform design supports target-state operating model principles, including stronger intake quality, fewer handoffs, clearer role ownership, improved visibility, standardized workflows, and the ability to support both digital self-service and banker-assisted journeys.
• Partner with front, middle, and back office teams including relationship management, onboarding, KYC/AML, and operations leaders to validate future-state workflows, define role impacts, identify operational dependencies, and ensure the solution is viable in day-to-day execution.
• Embed risk, control, auditability, data integrity, and regulatory requirements into platform design and workflow orchestration, including KYC/AML, KYB, screening, approvals, documentation, exception handling, audit trails, and control monitoring.
• Lead business decision-making on MVP scope, phased rollout sequencing, release trade-offs, adoption readiness, pilot planning, user acceptance testing, business readiness, hypercare, and post-implementation stabilization.
• Define and track measurable outcomes, including onboarding cycle time reduction, SLA adherence, straight-through processing, exception rates, document quality, data completeness, colleague productivity, client visibility, and overall client experience.

Product Ownership & Continuous Improvement

• Own the CLM platform as a business product across implementation and steady state, including product vision, roadmap, backlog prioritization, release planning, enhancement intake, and value realization across onboarding and client lifecycle management.
• Establish sustainable product governance for ongoing platform management, including…