Senior Relationship Manager
About The Position
As a Senior Relationship Manager at CIBC, you will grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You will align services with clients’ sophisticated financial needs and investment objectives while supporting organizational strategies. The role also involves building the client base through networking, community involvement, targeted business development, and strong relationship management. You will manage and grow a portfolio, acquire new high-net-worth clients with complex financial needs, achieve revenue goals, control expenses, and monitor profitability. You will provide investment and wealth advisory relationship management, participate in client-focused events, collaborate with internal partners to deliver timely client service, and maintain operational and compliance risk controls. The role is based at 2121 N. Pearl Street in Dallas, Texas. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview.
Requirements
- Bachelor’s degree and/or advanced certification such as an MBA, CFA, CPA, CFP, or JD.
- 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Comprehensive understanding of investment products and strategies for sophisticated high-net-worth clients.
- Strong financial analysis skills and the ability to advise on complex, high-value client relationships.
- Proven track record of managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services.
- Strong relationship-building skills and ability to make persuasive recommendations tailored to client needs.
- Excellent written communication skills for preparing professional proposals and presentations, and confidence presenting to small or large groups.
- Advanced negotiating and influencing skills to identify business development opportunities.
- Professionalism, sound judgment, and a focus on client success.
- Thorough understanding of operational, regulatory, and compliance requirements.
- Collaborative approach to delivering seamless client service.
- Strong financial acumen and relationship management skills to deliver tailored client solutions.
- Commitment to CIBC’s values of trust, teamwork, and accountability.
Responsibilities
- Manage a portfolio of client relationships to support retention and business growth while aligning with client investment objectives and organizational policies.
- Acquire new high-net-worth clients with complex financial needs through targeted business development and collaboration with Business Development Officers.
- Achieve revenue goals, control expenses, monitor profitability, and take corrective action as needed.
- Provide exceptional relationship management using investment and wealth advisory expertise.
- Participate in client-focused events to support business development and strengthen relationships.
- Build internal partnerships to provide seamless, professional, and timely client service.
- Implement and maintain effective operational and compliance risk controls.
Benefits
- Medical, dental, and vision coverage.
- Health Savings Account.
- Life insurance, disability, and other insurance plans.
- Paid time off, including sick leave, parental leave, and vacation.
- Paid holidays.
- 401(k).
- Incentive compensation plan, potentially including a discretionary bonus component.
- Banking benefits.
- Wellbeing support.
- MomentMakers social, points-based recognition program.
- Purpose Day, a paid day off dedicated to personal growth and development.
- Competitive salary and incentive pay.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
