Senior Relationship Manager (Wealth Management)

Location: Dallas, TX, United States. The work arrangement and proportion of on-site and remote work will be discussed during the interview. Legal eligibility to work at the specified location is required.

Salary: $200,000–$275,000 annually, plus potential incentive compensation and discretionary bonus.

Company

CIBC is a relationship-oriented bank providing financial and wealth management services to 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 business development, networking, community involvement, and collaboration with Business Development Officers.
• Provide investment and wealth advisory services aligned with client objectives and organizational strategies.
• Achieve revenue goals, manage expenses, monitor profitability, and take corrective action when needed.
• Participate in client-focused events and build strong internal partnerships to deliver timely, professional service.
• Maintain operational, regulatory, and compliance risk controls.

Requirements

• Bachelor’s degree and/or advanced certification such as MBA, CFA, CPA, CFP, or JD.
• 10–15+ 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.
• Strong investment knowledge, financial analysis, relationship management, communication, negotiation, and influencing skills.
• Professional judgment and a thorough understanding of operational, regulatory, and compliance requirements.
• Legal eligibility to work in the United States at the specified location is required; a valid work or study permit may be required where applicable.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and other special perks.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, and holidays.
• 401(k) plan and wellbeing support.
• Recognition programs, accessible candidate support, and a paid Purpose Day for personal growth and development.

Hiring process

• The process may include an attribute-based assessment and skills tests such as simulations, coding, or MS Office assessments.
• Work arrangement details will be discussed during the interview.