Senior Wealth Strategist

CIBC•Denver, CO

3d•$200,000 - $240,000

About The Position

The Senior Wealth Strategist supports and works closely with Relationship Managers and high-net-worth clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. The role helps clients understand and address estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. Details about the proportion of on-site and remote work will be discussed during the interview. The strategist partners with Relationship Managers and clients to develop holistic wealth plans, create strategies for wealth transfer, asset protection, and philanthropy, and coordinate implementation with clients’ outside advisors. The role also supports business development, contributes to educational and marketing materials, participates in internal seminars, presents externally to client and intermediary groups, and promotes the wealth strategies offering across the firm.

Requirements

Bachelor’s degree and Juris Doctorate.
Attorney with 10–15+ years of estate planning experience.
Expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning.
Experience in the trust and financial services industry, with broad connections in the trust and estate legal community.
Excellent verbal and written communication skills, including the ability to explain complex information clearly and concisely to internal and external clients.
Strong analytical skills, including demonstrated ability to identify and quantify problems and provide effective resolutions.
Teamwork and commitment to collective success.
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.

Nice To Haves

Experience in income tax planning and accounting.

Responsibilities

Partner with Relationship Managers and high-net-worth clients in a consultative role to develop holistic wealth plans and enhance the client experience.
Develop strategies for wealth transfer, asset protection, and philanthropic goals.
Review estate planning and trust documents.
Connect clients with outside advisors, including attorneys and CPAs, to support implementation of wealth strategies.
Research and review fiduciary and tax issues.
Prepare written and graphical summaries.
Support business development activities by participating in prospect calls.
Contribute to educational and marketing materials.
Participate in internal educational seminars.
Present to external client and intermediary groups.
Promote the wealth strategies offering across the firm.