Senior Wealth Relationship Architect

CIBC US; New York (NY); Hybrid; USD 175,000 - 250,000; Full time

Job summary

CIBC in New York, NY is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will expand business within your portfolio by networking and delivering tailored wealth advisory services.

You will align client investment objectives with firm strategies, manage risk, and collaborate with internal partners to provide seamless service. The role offers a mix of on-site and remote work discussed at interview.

Qualifications

• Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
• 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Strong investment product knowledge for high-net-worth clients.
• Strong financial analysis, relationship management, and client service skills.

Responsibilities

• Grow direct revenue and retain high-net-worth client relationships.
• Expand business within your portfolio through networking and events.
• Align client investment objectives with investment strategies and firm policies.
• Drive profitability by meeting revenue goals and managing expenses.
• Deliver best-in-class client service with compliant operations.

Skills

Wealth management

Investment knowledge

Relationship management

Communication skills

Negotiation

Risk awareness

Education

Bachelor’s degree or higher

Job description

CIBC in New York, NY is seeking a Senior Relationship Manager to grow direct revenue and retain high-net-worth client relationships. You will expand business within your portfolio by networking and delivering tailored wealth advisory services.

You will align client investment objectives with firm strategies, manage risk, and collaborate with internal partners to provide seamless service. The role offers a mix of on-site and remote work discussed at interview.