Cibc

SeniorRelationshipManager

$175–240k Boston, Massachusetts, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Relationship Manager at Cibc. Skills: Relationship management, Wealth management, Investment advising. Manage client relationships. Expand client portfolio”

What You'll Achieve.

Growing direct revenue; Retaining high-net-worth client relationships; Expanding business within portfolio; Achieve revenue goals; Control expenses; Monitor profit performance

Industry & Context.

Problems you'll solve

Financial analysis skills; Group problem solving

What They're Looking For.

Must Have

Bachelor's degree, 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, Financial analysis skills, Operational, regulatory, and compliance requirements understanding

Nice to Have

MBA, CFA, CPA, CFP, JD, Expertise in investment and wealth advisory services, Collaborative approach, Financial acumen, Relationship management skills

What You'll Do.

Manage client relationships

Expand client portfolio

Acquire new high-net-worth clients

Deliver exceptional service

Engage in client events

How You'll Work.

Team & Collaboration

Collaborate effectively; Build internal partnerships; Collaborative approach

Communication Scope

Confident communicator; Presenting to groups; Excellent writing skills; Craft professional proposals; Craft professional presentations; Persuasive recommendations

Full Job Description

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 at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** 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. ### _At CIBC we enable the work environment most optimal for you to thrive in your role._ _Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._ ### **How you’ll succeed** * 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: B

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