Senior Relationship Manager (Wealth Management)

Location: Boston, MA; job site at 100 Federal St, Floor 31. The proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Salary: $175,000–$240,000 annually for the Boston, MA market, based on experience, qualifications, and location. Incentive compensation and a discretionary bonus may also be available.

Company

CIBC is a relationship-oriented bank providing investment, wealth advisory, and financial services.

What you will do

• Manage a portfolio of high-net-worth client relationships to support retention, business growth, investment objectives, and organizational policies.
• Acquire new high-net-worth clients with complex financial needs through targeted business development, networking, community involvement, and collaboration with Business Development Officers.
• Achieve revenue goals, control expenses, monitor profitability, and take corrective action when needed.
• Provide expert investment and wealth advisory services and foster a high-quality client service culture.
• Participate in client-focused events and build strong internal partnerships to deliver timely, seamless service.
• Implement and maintain operational, regulatory, and compliance risk controls.

Requirements

• Bachelor’s degree and/or advanced certification such as MBA, CFA, CPA, CFP, or JD.
• 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Proven experience managing high-net-worth client relationships.
• Comprehensive knowledge of investment products and strategies for sophisticated high-net-worth clients.
• Expertise in investment and wealth advisory services.
• Strong financial analysis and financial acumen for complex, high-value client relationships.
• Strong relationship-building, persuasive recommendation, negotiation, influencing, presentation, writing, and business development skills.
• Professionalism, sound judgment, client-service orientation, and a collaborative approach.
• Thorough understanding of operational, regulatory, and compliance requirements.
• Values of trust, teamwork, and accountability.

Culture & Benefits

• Inclusive environment supporting belonging and an accessible candidate experience.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, wellbeing support, banking benefits, and recognition programs.
• Competitive salary, incentive pay, and additional team-member perks.
• Paid Purpose Day for personal growth and development.

Hiring process

• An attribute-based assessment and other skills tests, which may include simulation, coding, or Microsoft Office testing, may be required.
• Work arrangement details will be discussed during the interview.