Senior Wealth Strategist

RiseMe; Denver (CO); Hybrid; USD 200,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Senior Wealth Strategist to partner with Relationship Managers and high net worth clients, developing wealth plans and coordinating estate, tax, and philanthropy strategies.

You will bridge clients with outside advisors, review fiduciary issues, and support business development while contributing to educational materials and client seminars.

Qualifications

• Bachelor's degree and JD required; licensed attorney with estate planning expertise.
• Experience in trust and financial services industry with broad connections.
• Strong verbal and written communication skills with ability to present complex information clearly.
• Strong analytical skills with ability to identify and resolve problems.
• Motivation by collective success and teamwork; values of trust, teamwork, and accountability.

Responsibilities

• Comprehensive planning with Relationship Managers and HNW clients to develop holistic wealth plans.
• Advise on estate planning, tax planning, philanthropic vehicles, life insurance, and business succession.
• Review estate planning and trust documents; coordinate with attorneys and CPAs.
• Support business development by participating in prospect calls.
• Contribute to educational materials and thought leadership.
• Engage in external and internal seminars; present to client and intermediary groups.

Skills

Business Development

Client Service

Customer Experience (CX)

Ensure Compliance

Group Problem Solving

Investment Advising

People Management

Profitability Management

Risk Management

Wealth Management

Education

Bachelor's degree

Juris Doctorate

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 Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning.

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

• Comprehensive Planning: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth.

• Estate & Legacy Planning:Develop strategies for wealth transfer, asset protection, and philanthropic goals.

• Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries.

• Business Development Support: Support business development activities by actively participating in prospect calls.

• Thought Leadership: Contribute to the development of educational and marketing materials.

• External & Internal Engagement: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm.

Who you are

• Education: You have a Bachelor's degree and Juris Doctorate.

• You have estate planning experience. You are an attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting preferred.

• You have a network. You have experience in the trust and financial services industry with broad connections in the trust and estate legal community.

• You are a strong communicator. You possess excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner.

• You possess strong analytical skills. You have demonstrated experience identifying and quantifying problems and providing effective resolutions.

• You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.

• 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$200,000 - $240,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible toparticipatein the relevant business unit’s incentive compensation plan, which may also include a discretionary bonuscomponent. CIBC offers a full range ofbenefits 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), Holidaysand 401(k), in addition to other specialperksreserved for our team members.

#LI-TA

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

CO-Denver, 100 Saint Paul 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