Senior Relationship Manager

Senior Relationship Manager – CIBC US

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.

As a Senior Relationship Manager
, you’ll focus on growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategies while actively building the client base through networking, community involvement, and exceptional relationship management.

• Manage client relationships:
  Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
• Expand your portfolio:
  Acquire new high‑net‑worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.
• Drive profitability:
  Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
• Deliver exceptional service:
  Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best‑in‑class relationship management.
• Engage in client events:
  Actively participate in client‑focused events to enhance business development efforts and strengthen relationships.
• Collaborate effectively:
  Build strong internal partnerships to deliver seamless, professional, and timely client service.
• Ensure compliance:
  Implement and maintain effective operational and compliance risk controls.

• Educational background:
  Hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• Wealth management experience: 15+ years in portfolio management, wealth management, personal tax, or financial planning.
• Investment knowledge:
  Comprehensive understanding of investment products and strategies for sophisticated high‑net‑worth clients.
• Financial analysis:
  Strong financial analysis skills to provide expert advice on complex, high‑value client relationships.
• Relationship building:
  Demonstrated ability to build and maintain relationships and make persuasive recommendations tailored to client needs.
• Communication:
  Excellent verbal and written skills for presenting to small or large groups and crafting professional proposals and presentations.
• Negotiation:
  Advanced negotiating and influencing skills to identify business development opportunities.
• Service orientation:
  Professionalism, sound judgment, and a focus on client success.
• Risk awareness:
  Thorough understanding of operational, regulatory, and compliance requirements.

• A proven track record of managing high‑net‑worth client relationships.
• Expertise in investment and wealth advisory services.
• A collaborative approach to ensure seamless client service.
• Strong financial acumen and relationship management skills to deliver tailored solutions for clients.

• Competitive salary, incentive pay, banking benefits, a benefits program, vacation, wellbeing support, and Moment Makers, our social, points‑based recognition program.
• Technological tools and collaborative spaces to innovate for our clients.
• Purpose Day: a paid day off dedicated to investing in your growth and development.
• Subject to plan and program terms and conditions.

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb
• You must be legally eligible to work at the specified locations and, where applicable, have a valid work or study permit.
• We may ask you to complete attribute‑based assessments and other skills tests (e.g., simulation, coding, MS Office) as part of the application process.

Job Location:

TX – 2121 N. Pearl Street

Employment Type:

Regular

Weekly

Hours:

40

Skills:

Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management.

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