Group Product Manager Estates and Power of Attorney

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A major financial services institution in Toronto is seeking a professional to lead the growth and transformation strategy for Estates and Power of Attorney. This role involves developing sales strategies, managing relationships with partners, and ensuring compliance with regulatory requirements. Strong leadership and analytical skills are essential for success in this position. The company offers a competitive salary and a hybrid work arrangement.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• Strong leadership and client relationship management skills.
• Proven track record in product management and strategy development.
• Ability to analyze data and market trends effectively.

Responsibilities

• Lead the growth and transformation strategy for Estates and Power of Attorney.
• Execute business vision for transforming client journeys.
• Develop and maintain product knowledge related to Estates and Power of Attorney.
• Foster relationships with internal partners to create revenue opportunities.
• Measure and manage progress towards objectives and KPIs.

Skills

Analytical Thinking

Building Partnerships

Data Analysis

Leadership

Market Research

Product Analysis

Product Management

Relationship Management

Results-Oriented

Strategy Development

Teamwork

Tools

JSP

Access

Account Management

Corporate Risk Management

KYC

Administrative Services

Job description

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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.

To learn more about CIBC please visit

What you’ll be doing

Reporting to the Senior Director Client Onboarding and Servicing Journeys - Savings Investing & Advice you will be leading the business units growth and transformation strategy for Estates and Power of Attorney. Role responsibilities include improvements to end-to-end client journeys and related operational processes the sales and distribution strategy new product development and campaign development.

At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 1-3 days per week on-site while other days will be remote.

How you’ll succeed

Client journey leadership- Lead the documentation review and assessment of all the key Estates and Power of Attorney client journeys required to inform our growth and client experience roadmap. (i.e. : Estate Planning and Settlement). Execute on business vision and strategy to transform the Estate settlement client journey to a centralized and digital client experience.

Sales strategy- Execute on the vision and business strategy to transform Estate planning and Power of Attorney into an integral part of our financial advice. Research market activities to ensure timely and comprehensive knowledge of target market segments and gaps are reflected in business plans. Make informed recommendations on investments required to improve CIBCs market share. Lead the development of a more effective sales and distribution strategy that captures untapped market opportunities product knowledge requirements and evolving client needs and banking preferences.

Product management: Develop and maintain a superior knowledge of Estates and Power of Attorney by understanding the evolving market environment and client needs related to estate settlement planning and power of attorney. Monitor analyze and review business trends and operating patterns related to the major strategies and ensure the development and implementation of appropriate responses. Create and deliver robust strategic annual financial and business plans. Develop strategies and recommendations to protect / grow the portfolio. Identify emerging issues conduct independent analysis to resolve strategic issues and make informed decisions.

Relationship management Foster relationships and collaborate with key internal partners (all CIBC lines of business and infrastructure groups) to create revenue and expense opportunities that deliver underlying value and strengthen our client relationships. Build and maintain strategic supplier / partner relationships with technology providers integration partners and wholesale relationships.

Measurement and reporting - Effectively measure manage and report CIBCs progress towards our objectives and KPIs. Lead and execute on the development of goals and KPIs (both leading and lagging and aligned with a growth strategy) against which the line of business can continually and critically assess our strategic progress and evolve plans as necessary.

Regulatory and compliance Subject matter expertise of Estates and Power of Attorney regulatory and compliance processes. Accountable for educating client service teams to ensure accurate timely and value-added client advice. Single point of contact for client escalations.

Who you are

You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.

You give meaning to data. You enjoy investigating complex problems and making sense of information. Youre confident in your ability to communicate detailed information in an impactful way.

You understand that success is in the details. You notice things that others dont. Your critical thinking skills help to inform your decision making.

Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.

You embrace and champion change. Youll continuously evolve your thinking and the way you work in order to deliver your best.

Values matter to you . You bring your real self to work and you live our values - trust teamwork and accountability

What CIBC Offers

At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.

We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program

• defined benefit pension plan
• an employee share purchase plan a vacation offering wellbeing support and MomentMakers our social points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation please contact

You need to be legally eligible to work at the location(s) specified above and where applicable must have a valid work or study permit .

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation coding French proficiency MS Office). Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.

Job Location

Toronto-81 Bay 25th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking Building Partnerships Data Analysis Leadership Market Research Product Analysis Product Management Relationship Management Results-Oriented Strategy Development Teamwork

Required Experience :

IC

Key Skills

JSP,Access,Account Management,Corporate Risk Management,KYC,Administrative Services

Experience : years

Vacancy : 1