Wealth Strategist

Canadian Imperial Bank of Commerce•Chicago, IL

11d

About The Position

The 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 estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. In this consultative role, the Wealth Strategist helps clients navigate complex planning considerations, coordinates with internal and external partners, and supports tailored solutions that reflect each client’s priorities. The role also contributes to business development and helps advance the wealth strategies offering through education, thought leadership, and collaboration across the firm. The position is based in Chicago, Illinois. The proportion of on-site and remote work will be discussed during the interview. The role has 40 weekly hours and an expected salary range of $200,000–$225,000 for the Chicago market, based on experience, qualifications, and location. The successful candidate may be eligible for incentive compensation, potentially including a discretionary bonus.

Requirements

Bachelor’s degree and Juris Doctor.
Attorney with 6–10+ years of experience in estate planning.
Expertise in estate planning and related wealth-planning disciplines, including insurance planning, business succession planning, executive compensation, and philanthropic planning.
Relevant estate planning experience.
Experience in the trust and financial services industry and strong relationships within the trust and estate legal community.
Strong verbal and written communication skills, including the ability to explain complex information clearly and concisely to internal and external partners.
Ability to identify and assess complex issues, evaluate options, and develop effective recommendations using sound judgment.

Nice To Haves

Experience in income tax planning and accounting.
A professional network and demonstrated ability to build credibility and trusted partnerships.

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.
Bridge communication between clients and outside advisors, such as attorneys and CPAs, to help implement strategies.
Research and review fiduciary and tax issues.
Prepare written and graphical summaries.
Support business development by actively participating in prospect meetings.
Contribute to educational and marketing materials.
Participate in internal educational seminars.
Present to client and intermediary groups externally.
Promote the wealth strategies offering across the firm.