Senior Wealth Strategist

CIBC; New York (NY); Hybrid; USD 200,000 - 260,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Health & Wellness benefits

Job summary

CIBC Private Wealth in New York seeks a Senior Wealth Strategist to partner with Relationship Managers and high net worth clients to develop and implement comprehensive wealth plans.

You will guide clients through estate and tax planning, philanthropic vehicles, life insurance programs, and business succession, coordinating with attorneys and CPAs for clear guidance.

Qualifications

• Bachelor's degree and Juris Doctorate.
• 10–15+ years estate planning; expertise in estate planning, insurance, business succession, executive compensation, philanthropy.
• Experience in trust and financial services with broad connections in the legal community.
• Excellent verbal and written communication; ability to present complex information clearly.

Responsibilities

• Develop holistic wealth plans with Relationship Managers and HNW clients.
• Explain estate planning, tax planning, philanthropic vehicles, life insurance, and business succession.
• Coordinate with attorneys and CPAs; review fiduciary and tax issues; prepare summaries.

Skills

Estate planning

Attorney experience

Trust & estate network

Communication

Analytical skills

Team collaboration

Values-driven

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 - $260,000for 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.

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

NY-New York, 300 Madison Ave Fl 7

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