Senior Relationship Manager

CIBC • Palm Beach, FL

1d • $175,000 - $240,000

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 the bank’s strategies with clients’ sophisticated financial needs and investment objectives, and build the client base through networking, community involvement, and relationship management. The position is based in West Palm Beach, Florida, with the work arrangement—on-site and remote proportions—to be discussed during the interview. The role is regular, with 40 weekly hours.

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 knowledge of investment products and strategies for sophisticated high-net-worth clients.
• Strong financial analysis skills to advise on complex, high-value client relationships.
• Ability to build and maintain relationships and make persuasive recommendations tailored to client needs.
• Excellent presentation and writing skills, including the ability to present to small or large groups and prepare 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.
• Legally eligible to work at the specified location and, where applicable, possess a valid work or study permit.

Responsibilities

• Manage a portfolio of client relationships to support retention and business growth while aligning with clients’ 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 investment and wealth advisory service and relationship management.
• 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

• Competitive salary and incentive compensation, potentially including a discretionary bonus.
• Medical, dental, and vision coverage.
• Health Savings Account.
• Life, disability, and other insurance plans.
• Paid time off, including sick leave, parental leave, and vacation.
• Holidays.
• 401(k).
• Banking benefits.
• Wellbeing support.
• MomentMakers social, points-based recognition program.
• Purpose Day, a paid day off dedicated to personal growth and development.
• Other special perks for team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior