Relationship Manager - Private Wealth

CIBC; Austin (TX); Presencial; USD 150.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

Health Savings Account

Life Insurance

Disability insurance

Paid Time Off

401(k)

Descripción de la vacante

CIBC is seeking a Relationship Manager to grow direct revenue and manage a portfolio of high-net-worth clients in Austin, TX. You will align with clients’ sophisticated financial needs and investment objectives, while expanding the client base through networking and exceptional relationship management.

You will leverage wealth advisory expertise to deliver tailored client solutions, drive profitability, and collaborate with internal teams to ensure compliance and a high-touch service culture.

Formación

• Bachelor’s degree required.
• MBA/CFA/CPA/CFP preferred.
• 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Strong investment knowledge for sophisticated, high-net-worth clients.
• Strong financial analysis skills.

Responsabilidades

• Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure retention and growth.
• Expand your portfolio: Acquire new clients with complex financial needs through strategic business development.
• Drive profitability: Achieve revenue goals, manage expenses, and monitor profit performance.
• Deliver exceptional service: Provide tailored client solutions through investment and wealth advisory services.
• Engage in client events: Participate in events to deepen relationships and support new business development.
• Collaborate effectively: Partner across internal teams for a seamless client experience.
• Ensure compliance: Maintain strong operational and regulatory controls across activities.

Conocimientos

Relationship management

Investment advisory

Financial analysis

Client development

Communication

Regulatory compliance

Negotiation

Team collaboration

Educación

Bachelor's degree

MBA/ CFA/ CPA/ CFP preferred

Descripción del empleo

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s 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 CIBC.com

What You’ll Be Doing

As a 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 strategy - while actively growing your client base through networking, community involvement, and exceptional relationship management.

How You’ll Succeed

• Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies.
• Expand your portfolio: Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers.
• Drive profitability: Achieve revenue goals, manage expenses, and monitor overall profit performance - taking timely action when needed.
• Deliver exceptional service: Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions.
• Engage in client events: Participate in client events to deepen relationships and support new business development efforts.
• Collaborate effectively: Partner across internal teams to provide a seamless, professional, and timely client experience.
• Ensure compliance: Implement and maintain strong operational and compliance risk controls across all activities.

Who You Are

• Educational background: You hold a bachelor’s degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred.
• Wealth management expertise: You bring 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Investment knowledge: You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients.
• Financially savvy: You’re skilled in financial analysis and can offer expert advice on complex, high-value relationships.
• Relationship builder: You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
• Confident communicator: You’re comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
• Strategic negotiator: You use advanced negotiation and influencing skills to identify and pursue new business opportunities.
• Service-oriented: You act with professionalism and sound judgment, always keeping the client’s success in focus.
• Risk aware: You maintain a strong understanding of operational, regulatory, and compliance-related requirements.

What You Need to Succeed

• A proven track record of managing high-net-worth client relationships
• Expertise in investment and wealth advisory services
• A collaborative mindset to deliver seamless client service
• Strong financial acumen and relationship management skills to develop and execute customized client solutions
• 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 $150,000 - 175,000 for the Austin, TX 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. Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. This position does not offer visa sponsorship.

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*, 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. *Subject to plan and program terms and conditions

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 [e-mail]. 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, 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 TX-Austin, 111 Congress Ave Ste 1830 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

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.