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About the Role

The Executive Director, Balance Sheet Optimization will play a leading role in enabling growth across CIBC’s Corporate & Investment Banking businesses by helping transaction teams manage balance sheet, funding, risk and capital constraints while maintaining the Bank’s risk appetite. As part of a lean and evolving Balance Sheet Optimization team, the successful candidate should expect to operate across levels, including senior advisory, execution, data collection, reporting, and presentation preparation.

Responsibilities

Partner with Corporate Banking and Investment Banking teams to identify transaction, client, and sector constraints and assess opportunities to optimize balance sheet, capital, funding and risk.
Develop and recommend executable solutions—including loan sales and participations, forward flow arrangements, NPI, CDS, SRT, funding trades and asset pledges—based on economics, RWA impact, business returns and risk appetite.
Coordinate front-office and control partners to structure and execute transactions, secure approvals, complete documentation and resolve execution issues.
Build repeatable execution frameworks and represent Balance Sheet Optimization in relevant governance forums.
Maintain a forward view of the transaction pipeline, portfolio roll-off, business plans, concentrations and capacity required to support growth.
Participate in new-deal reviews, including deal approval committee, and drive follow-up.
Partner with business leaders to improve lower-return clients and transactions through stronger economics, reduced resource use or capacity redeployment.
Translate recurring constraints and concentrations into an annual optimization plan with measurable balance sheet, capital and funding objectives.
Deliver concise management reporting on pipeline and portfolio constraints, optimization opportunities, transaction status, realized benefits and key decisions.
Improve tools, reporting, policies and execution standards as manual processes transition to scalable automation.
Support technological advancement, driving AI usage, and developing management dashboards.

Requirements

Typically 10+ years of relevant experience in corporate banking, investment banking, credit, loan distribution, structuring, portfolio management, or capital management; experience level will be calibrated to Director or Executive Director.
Strong understanding of corporate credit, financial modeling, transaction structuring, portfolio risk, RWA, capital, balance sheet and funding considerations.
Experience evaluating and executing nonpayment insurance, credit-risk transfer, loan distribution, participation, hedging or related optimization solutions.
Ability to assess solution economics, model costs and benefits, and communicate implications for returns and resource utilization.
Commercially minded and solutions-oriented, with sound judgment on balancing client priorities, business objectives and risk appetite.
Strong cross functional communication skills with the ability to synthesize complex issues into clear recommendations and decision materials, resolve competing priorities and drive accountability.
Highly collaborative, proactive and organized, with the ability to operate independently in a lean, evolving team.
Willingness and ability to personally perform detailed data gathering, reconciliation, quality control, spreadsheet analysis and recurring reporting when required, without relying on dedicated junior support.
Comfort operating at both strategic and hands-on levels, from shaping priorities and advising senior stakeholders to preparing underlying analysis and advancing individual transactions through execution.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

Skills

Advisory Services
Business Banking
Business Consultations
Business Investments
Capital Management
Cash Management
Client Service
Credit Services
Financial Modeling
Leadership
People Management
Portfolio Management
Credit judgment
Transaction execution
Commercial partnership
Data collection
Reporting
Presentation preparation
Automation
Loan sales
Participations
Forward flow arrangements
NPI
CDS
SRT
Funding trades
Asset pledges
Governance
Pipeline management
Portfolio roll-off
Business plans
Concentrations
Capacity planning
Deal approval committee
Economics assessment
Resource utilization
Cross functional communication
Problem synthesis
Decision making
Accountability
Collaboration
Proactiveness
Organization
Independent work
Strategic thinking
Hands-on analysis
Transaction execution
Technological advancement
AI usage
Management dashboards

Location

NY-New York, 300 Madison Ave Fl 8

Work Type

Regular
Full-time

Experience Level

Director
Executive Director
10+ years

Education Level

Salary/Compensations

$275,000 - $300,000

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
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day (paid day off for 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.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
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

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