Senior Wealth Strategist

CIBC•New York, NY

1d•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. As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Bachelor's degree and Juris Doctorate.
Estate planning experience.
Attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning.
Experience in income tax planning and accounting preferred.
A network.
Experience in the trust and financial services industry with broad connections in the trust and estate legal community.
Excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner.
Strong analytical skills.
Demonstrated experience identifying and quantifying problems and providing effective resolutions.
Motivated by collective success.
Values matter to you.
Bring your real self to work and 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

Nice To Haves

Experience in income tax planning and accounting preferred.

Responsibilities

Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.
Develop strategies for wealth transfer, asset protection, and philanthropic goals.
Review estate planning and trust documents.
Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies.
Research and review fiduciary and tax issues.
Prepare written and graphical summaries.
Support business development activities by actively participating in prospect calls.
Contribute to the development of educational and marketing materials.
Participate in educational seminars internally.
Present to client and intermediary groups externally.
Promote the wealth strategies offering across the firm.