Senior Relationship Manager

CIBC•Tampa, FL

4d•$200,000 - $250,000•Hybrid

About The Position

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

Requirements

You have an educational background. You hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
You bring wealth management expertise. You have 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
You possess investment knowledge. You have a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
You are financially savvy. You demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.
You're a relationship builder. You excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs.
You're a confident communicator. You thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations.
You're a strategic negotiator. You leverage advanced negotiating and influencing skills to identify opportunities for business development.
You're service oriented. You operate with professionalism, sound judgment, and a focus on client success.
You're risk aware. You maintain a thorough understanding of operational, regulatory, and compliance requirements.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Business Development
Client Service
Customer Experience (CX)
Ensure Compliance
Group Problem Solving
Investment Advising
People Management
Profitability Management
Risk Management and Mitigation
Wealth Management

Responsibilities

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.

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Incentive pay
Banking benefits
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