Senior Relationship Manager

What you're going to do
As a

Senior Relationship Manager , you will focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You will 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.

How you will 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

You have an educational background.

You hold a bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.

You bring wealth management expertise.

You have 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.

You possess investment knowledge.

You have a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.

You are financially savvy.

You demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships.

You're a relationship builder.

You excel at building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs.

You're a confident communicator.

You thrive in presenting to small or large groups and have excellent writing skills to craft professional proposals and presentations.

You're a strategic negotiator.

You leverage advanced negotiating and influencing skills to identify opportunities for business development.

You're service oriented.

You operate with professionalism, sound judgment, and a focus on client success.

You're risk aware.

You maintain a thorough understanding of operational, regulatory, and compliance requirements.

Values matter to you.

You bring your real self to work and live our values – trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment.

Compensation & Benefits
Expected salary range: $175,000–$240,000 for the West Palm Beach, FL market based on experience, qualifications, and location. Eligible to participate in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component. Additional benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off (including Sick Leave, Parental Leave, Vacation), Holidays, 401(k), and other special perks.

This position does not offer visa sponsorship.

What CIBC Offers

Competitive salary, incentive pay, banking benefits, benefits program, vacation offering, wellbeing support, and MomentMakers, our social points-based recognition program.

State-of-the-art spaces and technology toolkit to support collaboration and innovation.

A culture that encourages ambitious initiatives such as Purpose Day, a paid day off for personal growth and development.

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We provide an accessible candidate experience and accommodate individuals with disabilities.

You must be legally eligible to work in the specified location(s) and, where applicable, have a valid work or study permit.

We may ask you to complete attribute-based assessments and other skills tests (e.g., simulation, coding, MS Office) as part of the application process.

Job Location
FL – West Palm Beach, 525 Okeechobee Blvd

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

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