CIBC US · 2 days ago
Senior Relationship Manager
Dallas, TX
Full-time
Hybrid
Senior Level, Lead/Staff
$200K/yr - $275K/yr
15+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking a Senior Relationship Manager to grow revenue and retain high-net-worth client relationships. The role involves managing client portfolios, expanding business through networking, and ensuring compliance while delivering exceptional service.
BankingFinancial Services
Responsibilities
Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies
Expand your portfolio: Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers
Drive profitability: Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary
Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management
Engage in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships
Collaborate effectively: Build strong internal partnerships to deliver seamless, professional, and timely client service
Ensure compliance: Implement and maintain effective operational and compliance risk controls
Qualification
Required
Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD
Bring 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning
Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients
Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships
Excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs
Thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations
Leverage advanced negotiating and influencing skills to identify opportunities for business development
Operate with professionalism, sound judgment, and a focus on client success
Maintain a thorough understanding of operational, regulatory, and compliance requirements
A proven track record of managing high-net-worth client relationships
Expertise in investment and wealth advisory services
A collaborative approach to ensure seamless client service
Strong financial acumen and relationship management skills to deliver tailored solutions for clients
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)
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
Company data provided by crunchbase