What you'll be doing

As a Relationship Manager /Senior Relationship Manager, you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you'll succeed

• Manage client relationships - Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies.
• Expand your portfolio - Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers.
• Drive profitability - Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary.
• Deliver exceptional service - Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management.
• Engage in client events - Actively participate in client-focused events to enhance business development efforts and strengthen relationships.
• Collaborate effectively - Build strong internal partnerships to deliver seamless, professional, and timely client service.
• Ensure compliance - Implement and maintain effective operational and compliance risk controls.

Who you are

• You have an educational background, holding a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• You bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
• You demonstrate financial savvy, using strong financial analysis skills to provide expert advice on complex and high-value client relationships, and excel as a relationship builder by making persuasive recommendations tailored to client needs.
• You communicate with confidence, thriving in presenting to small or large groups and using excellent writing skills to craft professional proposals and presentations.
• You are a strategic negotiator, leveraging advanced negotiating and influencing skills to identify opportunities for business development.
• You are service-oriented, operating with professionalism, sound judgment, and a focus on client success, while maintaining a thorough understanding of operational, regulatory, and compliance requirements.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

California residents - your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $160,000 - $215,000 for the Milwaukee, WI market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

This position does not offer visa sponsorship.

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Job Location
WI-Milwaukee, 743 N Water St

Employment Type
Regular

Weekly Hours
40

Skills
Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management