Senior Wealth Relationship Manager

CIBC; Boston (MA); Hybrid; USD 175,000 - 240,000; Full time

Job summary

Canadian Imperial Bank of Commerce in Boston seeks a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You’ll align with clients’ sophisticated financial needs while actively building the client base through networking and exceptional relationship management.

Expect to manage relationships, develop new clients, drive profitability, and deliver best-in-class service with strong compliance.

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, or related fields.
• Strong investment knowledge and ability to address sophisticated client needs.

Responsibilities

• Manage client relationships and portfolio to ensure retention and growth.
• Acquire high-net-worth clients through targeted development and partnerships.
• Drive revenue, control expenses, and monitor profitability.
• Deliver exceptional client service and engage in client events.
• Collaborate with internal teams to provide seamless service.
• Ensure compliance with operational and regulatory requirements.

Skills

Business Development

Client Service

Customer Experience

Compliance

People Management

Investment Advising

Profitability Management

Risk Management

Wealth Management

Group Problem Solving

Education

Bachelor's degree or higher

MBA/CFA/CPA/CFP/JD

Tools

MS Office

Job description

Canadian Imperial Bank of Commerce in Boston seeks a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within your portfolio. You’ll align with clients’ sophisticated financial needs while actively building the client base through networking and exceptional relationship management.

Expect to manage relationships, develop new clients, drive profitability, and deliver best-in-class service with strong compliance.