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About the Role
We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. At CIBC, we empower our team members to make a meaningful impact and value their contributions.
Responsibilities
- Manage client relationships to ensure strong retention and continued business growth.
- Acquire new clients with complex financial needs through strategic business development.
- Achieve revenue goals, manage expenses, and monitor profit performance.
- Deliver tailored client solutions by leveraging expertise in investment and wealth advisory services.
- Participate in client events to deepen relationships and support new business development.
- Collaborate across internal teams to provide a seamless client experience.
- Implement and maintain strong operational and compliance risk controls.
Requirements
- Proven track record of managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services.
- Collaborative mindset to deliver seamless client service.
- Strong financial acumen and relationship management skills.
- Ability to develop and execute customized client solutions.
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.
- MBA, CFA, CPA, or CFP 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)
- Incentive pay
- Banking benefits
- Wellbeing support
- MomentMakers recognition program
About the Company
- CIBC is building a relationship-oriented bank for the modern world.
- 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 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 through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
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.
- 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).