Director, Client Data Management

CIBC • Toronto, ON

2d • Hybrid

About The Position

As the Director, Client Data Management, you will lead a high-performing team responsible for aligning and maintaining client data across Capital Markets applications. The role oversees sales coverage, client hierarchy management, corporate actions, and ongoing data maintenance to support client lifecycle management and regulatory compliance. Reporting to the Executive Director, you will drive a client-focused approach, partner across Front Office, Operations, Technology, Legal and Compliance, and lead initiatives that improve data quality, controls, and operational efficiency so Capital Markets data is accurate, complete, and fit for downstream reporting.

Requirements

• Experience in Capital Markets client onboarding, client data management, and/or process improvement in the Financial Services/Banking sector.
• People leadership experience with the ability to lead high performing, hybrid teams, set objectives, and motivate delivery.
• Advanced Excel and data analysis skills; comfortable working with large datasets and technology-enabled processes.
• Strong knowledge of Capital Markets products, regulatory regimes, and data governance practices.
• Experience with hierarchy management and corporate actions.
• You are a caring and accountable leader.
• You're passionate about developing and coaching to bring out the best in people.
• You have led diverse, high performing teams.
• You enjoy investigating complex problems and making sense of information.
• You communicate detailed information in a meaningful way.
• You embrace and advocate for change.
• You continuously evolve your thinking and the way you work in order to deliver your best.
• You know that relationships and networks are essential to success.
• You inspire outcomes by sharing your expertise.
• You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You bring your real self to work and you live our values – trust, teamwork and accountability.

Responsibilities

• Lead and manage the team responsible for sales coverage, revenue mapping, client hierarchy management, corporate actions, and client data maintenance.
• Set clear objectives, priorities, and service standards aligned to Client Data Management and broader business goals.
• Build capability through coaching, training, and development; foster a positive, high-performance culture aligned to CIBC values.
• Manage performance through timely, fair feedback and accountability for results.
• Lead change by improving processes, procedures, controls and finding efficiencies to strengthen the Client Services and Data Management function.
• Develop and execute a client data management strategy covering exception management, Capital Markets hierarchy, sales coverage, and corporate actions.
• Ensure client data is accurate, complete, and reusable for downstream business and regulatory reporting.
• Define and maintain rule books/standards for client data, account attributes, and regulatory data; ensure alignment across onboarding, regulatory, trading and settlement applications.
• Partner with Technology and business stakeholders to translate requirements into solutions and deliver project implementations that improve data quality and controls.
• Support Sales & Trading operations by addressing daily inquiries, maintaining data integrity across key systems, and ensuring accurate client and trade updates through the lifecycle.
• Ensure timely, accurate, and complete collection and maintenance of required client data elements.
• Manage ongoing data issues, including escalations, root-cause analysis, and resolution tracking.
• Lead ad hoc and project-related data alignment efforts to address data quality gaps.
• Operationalize regulatory requirements impacting client data (e.g., privacy/confidentiality, AML, FATCA, OTC, IIROC) as applicable.
• Partner with Technology to enhance data repositories, controls, and end-to-end data flows.
• Act as a data steward for the client data domain for data sets under the mandate.
• Liaise with Lines of Business and senior leaders to gather/validate information, document and test controls, and monitor governance and control program activities.
• Partner with the Anti-Money Laundering office and Regulatory Compliance teams on governance, control, and remediation initiatives.
• Collaborate with partner groups (e.g., Internal Audit, Compliance, HR) to fulfill data and reporting requests and create cross-team efficiencies.
• Ensure remediation activities progress to meet CIBC and regulatory deadlines; escalate risks and issues as appropriate.
• Provide direction to Operations and Technology teams on the creation and maintenance of client data within trading and settlement applications.

Benefits

• competitive salary
• incentive pay
• banking benefits
• a benefits program
• defined benefit pension plan
• an employee share purchase plan
• a vacation offering
• wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed