Senior Relationship Manager

CIBC•New York, NY

10d•$175,000 - $250,000

About The Position

The Senior Relationship Manager focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding business within a portfolio. The role aligns financial solutions with clients’ sophisticated needs and investment objectives while supporting organizational strategies. It also builds the client base through networking, community involvement, targeted business development, client events, and exceptional relationship management. The role partners with Business Development Officers and internal teams to provide professional, seamless, and timely client service, while maintaining operational and compliance risk controls.

Requirements

Bachelor’s degree and/or advanced certification such as an MBA, CFA, CPA, CFP, or JD.
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 verbal and written communication skills, including presenting to groups and preparing professional proposals and presentations.
Advanced negotiation 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 and strong financial acumen to deliver tailored client solutions.
Commitment to CIBC’s values of trust, teamwork, and accountability.
Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Responsibilities

Manage a portfolio of client relationships to support client retention and business growth, 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 necessary.
Use investment and wealth advisory expertise to provide high-quality relationship management and service.
Participate in client-focused events to support business development and strengthen relationships.
Build internal partnerships to deliver seamless, professional, and timely client service.
Implement and maintain effective operational and compliance risk controls.