Senior Relationship Manager

CIBC; Dallas (TX); On-site; USD 200,000 - 275,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k) plan

Job summary

CIBC in Dallas, TX is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will align with clients’ sophisticated financial needs and investment objectives, expanding the client base through networking and exceptional service.

Details on work arrangement will be discussed at interview. You will lead with integrity, collaborate across teams, and ensure compliance while driving profitability and client satisfaction in a dynamic wealth

Qualifications

• Bachelor's degree or advanced certifications (MBA, CFA, CPA, CFP, JD) required or preferred.
• Extensive wealth management or portfolio management experience with high-net-worth clients.
• Strong investment knowledge and ability to tailor solutions for complex needs.

Responsibilities

• Manage client relationships and portfolio to ensure retention and growth.
• Acquire new high-net-worth clients through development activities.
• Drive profitability by meeting revenue goals and controlling expenses.
• Deliver best-in-class relationship management and advisory services.
• Engage in client events to strengthen business development.
• Collaborate with internal teams to ensure seamless client service.
• Maintain compliance with regulatory requirements and risk controls.

Skills

Portfolio management

Wealth management

Client relationship

Investment knowledge

Financial analysis

Communication skills

Negotiation

Compliance awareness

Risk awareness

Education

Bachelor's degree

MBA

CFA

CPA

CFP

JD

Job description

What you'll be doing

As a 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

• Educational background: Hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• Wealth management expertise: Bring 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.
• Financially savvy: Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.
• Relationship builder: Excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs.
• Confident communicator: Thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations.
• Strategic negotiator: Leverage advanced negotiating and influencing skills to identify opportunities for business development.
• Service-oriented: Operate with professionalism, sound judgment, and a focus on client success.
• Risk aware: Maintain 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.

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 approach to ensure seamless client service. Strong financial acumen and relationship management skills to deliver tailored solutions for clients.

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 $200,000 to $275,000 for the Dallas, 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.

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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 - 2121 N. Pearl Street 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.