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About the Role

As a Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategy—while actively growing your client base through networking, community involvement, and exceptional relationship management.

Responsibilities

• Manage client relationships: Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies.
• Expand your portfolio: Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers.
• Drive profitability: Achieve revenue goals, manage expenses, and monitor overall profit performance—taking timely action when needed.
• Deliver exceptional service: Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions.
• Engage in client events: Participate in client events to deepen relationships and support new business development efforts.
• Collaborate effectively: Partner across internal teams to provide a seamless, professional, and timely client experience.
• Ensure compliance: Implement and maintain strong operational and compliance risk controls across all activities.

Requirements

• A proven track record of managing high-net-worth client relationships
• Expertise in investment and wealth advisory services
• A collaborative mindset to deliver seamless client service
• Strong financial acumen and relationship management skills to develop and execute customized client solutions
• You need to be legally eligible to work at the locations specified.
• We may ask you to complete an attribute-based assessment and other skills tests.

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

Location

• Austin, TX

Work Type

• Regular
• Full-time

Experience Level

• 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.

Education Level

• Bachelor's degree (required)
• Advanced certifications such as MBA, CFA, CPA, or CFP are preferred.

Salary/Compensations

• $150,000 - $175,000

Benefits

• Medical
• Dental
• Vision
• Health Savings Account
• Life Insurance
• Disability
• Other Insurance Plans
• Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
• Holidays
• 401(k)
• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

About the Company

• We’re building a relationship-oriented bank for the modern world.
• 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.
• 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.
• 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.
• At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
• Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
• Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
• Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

• 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 Mailbox.careers-carrieres@cibc.com.