Senior Relationship Manager (Wealth Management)

Location: Boston, MA — MA-Boston, 100 Federal St Fl 31; the work arrangement includes on-site and remote work, with the proportion discussed during the interview.

Salary: $175,000–$240,000 annually for the Boston market, plus potential incentive compensation and discretionary bonus.

Company

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

What you will do

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

Requirements

• Bachelor’s degree and/or advanced certification such as an 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 and advising on investment and wealth management services.
• Comprehensive knowledge of investment products, strategies, financial analysis, and complex client needs.
• Strong relationship management, communication, presentation, negotiation, influencing, and business development skills.
• Legal eligibility to work in the United States at the specified location; a valid work or study permit may be required where applicable.

Culture & Benefits

• Inclusive workplace built around trust, teamwork, accountability, and belonging.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, and wellbeing support.
• Competitive salary, incentive pay, banking benefits, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulation, coding, or MS Office evaluations.