Private Wealth Growth & Partnerships Leader

Canadian Imperial Bank of Commerce; Boston (MA); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Private Wealth Business Development Officer in Boston (US). You will source and acquire new high-net-worth clients, collaborating with Relationship Managers and Investment Specialists to deliver tailored wealth solutions.

You’ll leverage your network to foster partnerships and drive growth in the wealth management space. The role emphasizes relationship-building, market development, and a client-first approach, with on-site/remote work discussed at interview.

Qualifications

• Experience in wealth management, private banking or related field is required.
• Proven track record in acquiring and maintaining high-net-worth relationships.
• Strong communication and interpersonal skills with entrepreneurial mindset.
• Ability to build trusted networks with intermediaries and clients.

Responsibilities

• Source and acquire new private wealth clients.
• Partner with a multidisciplinary team to design bespoke wealth solutions.
• Develop relationships with intermediaries and clients to generate referrals.
• Lead market development through events and roundtables to grow presence.
• Collaborate to ensure professional, timely service delivery.

Skills

Wealth management

Sales professional

Market intelligence

Strong communicator

Client focus

Results oriented

Team oriented

Organizational skills

FINRA licensed

Values driven

Job description

CIBC is seeking a Private Wealth Business Development Officer in Boston (US). You will source and acquire new high-net-worth clients, collaborating with Relationship Managers and Investment Specialists to deliver tailored wealth solutions.

You’ll leverage your network to foster partnerships and drive growth in the wealth management space. The role emphasizes relationship-building, market development, and a client-first approach, with on-site/remote work discussed at interview.