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Wealth Management Operations Manager

Sr. Team Leader, Wealth Client Services

Job in Toronto, Ontario, M5A, Canada
Listing for: CIBC
Full Time position
Listed on 2026-01-02
Job specializations:
  • Management
    Wealth Management, Operations Manager
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below

Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.

À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont besoin pour apporter une contribution significative et être valorisés, à la fois pour ce qu’ils sont et ce qu’ils font.

Pour en savoir plus sur la Banque CIBC, visitez le site .

What You'll be Doing

As part of a dynamic team of investment and private banking professionals in CIBC Wealth Management, CIBC Private Wealth Management (PWM) combines the strengths of CIBC Private Banking Private Investment Counsel and Trust to provide a broad selection of banking, investment and planning services. This integrated service is being offered to a limited number of High and Ultra High Net Worth clients of CIBC in the GTA.

Private Banking Advisors offer high net worth clients a full range of exclusive and customized solutions including investment management, private banking, credit planning and cash management, wealth protection and business planning.

Working in close partnership with the Manager of Private Banking Operations, the Senior Leader, Wealth Client Services ensures that the ongoing operation of the Private Wealth Management platform performs effectively and efficiently and acts as their delegate in the absence of the Manager of Private Banking Operations. This requires ongoing leadership, direction and coaching of several direct reports, which may consist of Banking Associates, Client Service Associates, and Client Service Representatives.

Liaises and works collaboratively with the Head of UHNW Private Banking, Market Leader, Senior Manager, Risk Manager and other staff within the Centre(s) including Private Wealth Management partners, CIBC Partners and external contacts. In partnership with the Manager of Private Banking operations, the Sr. Leader, Wealth Client Services is responsible for the overall client experience of the region.

How You’ll Succeed

  • People Management- Understand and improve the client experience by demonstrating, championing and coaching direct reports in the delivery of high quality of service and problem resolution to meet or exceed, internal and external client expectations. Lead, motivate, and coach direct reports within Private Banking to ensure they are capable of performing at or developing to the necessary standards. Provide regular feedback on performance using the Performance Management and Measurement (PMM) tools.

    Ensure Annual Performance objectives and Individual Development plans are in place for all direct reports ensuring performance appraisals and developmental needs are fair, accurate and effectively communicated. Recognize and support learning time and accomplishments. Partner with the Manager of Private Banking Operations to effectively manage and resource staffing requirements (i.e. interview, hiring, training, orientation) to ensure client service needs are met and Private Banking Advisors have appropriate level of support.
  • Sales Effectiveness- Proactively seek and initiate opportunities for client acquisition and client growth activities. Coach to ensure joint participation between each Advisor and Associates as it relates to monthly contact planning. Lead product knowledge meetings with the Private Wealth team. Ensure that the team has a level of product knowledge that meets or exceeds client expectations and results in increased referral business.
  • Client Experience- Lead the identification and escalation of process improvements to enhance service quality. Ensure ongoing use of support tools and escalation contacts to continuously improve service levels. Provide quick and effective responses to resolve client complaints and queries.
  • Operational- Responsible for analyzing and monitoring the regional monthly profit and loss statements. Identify discrepancies and outliers in order to escalate to the Head of UHNW Private Banking as appropriate. Oversee and supervise the workflow of Private Banking Associates and branch staff…
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