Senior Specialist, Operations Management

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 ambitions so you can make a meaningful impact.

• Asset Transfer Operations:
  Process and oversee domestic and international asset transfers, including ACATS and non‑ACATS transactions; review and validate transfer documentation for completeness, accuracy, and regulatory compliance; partner with custodians, broker‑dealers, advisors, and client service teams to resolve transfer exceptions; investigate and resolve complex transfer issues, rejected transfers, and reconciliation discrepancies; monitor transfer activity to ensure service level commitments and risk controls are maintained.
• Federal Tax Payment Operations:
  Process federal tax payments and withholding‑related transactions for client accounts; coordinate tax payment activities with advisors, custodians, trust officers, and external tax professionals; review tax payment requests for accuracy, authorization, and compliance with internal policies; monitor payment status and resolve exceptions, rejected transactions, and payment discrepancies; maintain documentation supporting audit, compliance, and regulatory requirements.
• Subject‑Matter Expertise and Team Leadership:
  Serve as a subject matter expert for asset transfer and tax payment processes; mentor and train team members on procedures, best practices, and risk mitigation techniques; identify opportunities for process improvement, automation, and enhanced client experience; participate in testing, implementation, and documentation of operational enhancements; assist leadership with workflow management, quality reviews, and special projects; support internal and external audit requests and regulatory examinations.

• Bachelor’s degree or equivalent industry experience.
• 5+ years of experience in wealth management, private banking, trust operations, brokerage operations, or related financial services operations.
• Strong experience processing asset transfers, including ACATS and non‑ACATS transactions.
• Experience supporting federal tax payment processing, tax withholding transactions, or related tax operations.
• Strong understanding of operational controls, risk management, and regulatory requirements.
• Excellent analytical, organizational, and problem‑solving skills; ability to manage multiple priorities in a fast‑paced environment.
• Strong written and verbal communication skills.

• Experience with private wealth, trust, or high‑net‑worth client operations.
• Familiarity with custodial platforms and wealth management systems.
• Knowledge of IRS payment processes and tax reporting requirements.
• Experience leading training initiatives or mentoring team members.

Salary range: $75,000 – $85,000, market based on experience and location. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits, including medical, dental, vision, health savings account, life insurance, disability, paid time off (including sick leave, parental leave, and vacation), holidays, 401(k), and additional employee perks such as wellness support and our social recognition program.

This position does not offer visa sponsorship. California residents are notified of their privacy rights regarding prospective employment.

We are committed to creating an inclusive environment where all team members and clients feel they belong. If you need accommodation, please contact Mailb