Relationship Manager - Private Wealth

CIBC US; Milwaukee (WI); On-site; USD 160,000 - 215,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition

Paid time off

401(k)

Visa sponsorship not available

Job summary

CIBC is seeking a Relationship Manager / Senior Relationship Manager in Milwaukee to grow revenue, retain high-net-worth clients, and expand within your portfolio. You'll tailor investment strategies to client objectives while building the client base through networking and community involvement.

The role supports a flexible work arrangement and requires a deep knowledge of wealth management, investment products, and regulatory compliance.

Qualifications

• Bachelor’s degree or advanced certifications (MBA, CFA, CPA, CFP, or JD) required.
• 10–15+ years in portfolio/wealth management or financial planning.
• Strong financial analysis and investment knowledge for high-net-worth clients.
• Excellent communication and presentation skills.
• Proven negotiation and client service orientation.

Responsibilities

• Grow direct revenue and retain high-net-worth client relationships.
• Expand business within your portfolio through networking and targeted development.
• Align client objectives with investment strategies and organizational policies.
• Deliver best-in-class relationship management and exceptional service.
• Ensure compliance and manage risk across client activities.
• Collaborate with internal teams to provide seamless client service.
• Participate in client events to drive business development.

Skills

Wealth management

Portfolio management

Client relationship

Financial analysis

Negotiation

Business development

Regulatory compliance

Leadership

Education

Bachelor’s degree

MBA / CFA / CPA / CFP / JD

Job description

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 / 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.

What CIBC Offers

• 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

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