Relationship Manager - Private Wealth

CIBC Capital Markets

Milwaukee, WI, US
Base: $160,000 - $215,000; bonus/equity: eligible ...
Fully remote
10-15+ years wealth management experience
Bachelor's degree or advanced certification
High-net-worth client portfolio management
The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding business within the portfolio

Job Summary

  • The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding business within the portfolio.
  • Candidates must have 10–15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, and a 401(k) plan.

Matching Summary

The role focuses on growing direct revenue, retaining high-net-worth client relationships, and expanding business within the portfolio.

Salary

Base: $160,000 - $215,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, 401(k)

Skills & Requirements

Must-have

  • 10-15+ years wealth management experience
  • Bachelor's degree or advanced certification
  • High-net-worth client portfolio management
  • Investment products and strategies expertise
  • Business development and networking skills

Nice-to-have

  • Strong financial analysis capabilities
  • Excellent presentation and writing skills
  • Strategic negotiation abilities
  • Service-oriented mindset
  • Collaborative internal partnership building

Key Requirements

  • Bachelor's degree required
  • MBA, CFA, CPA, CFP, or JD preferred
  • 10-15+ years relevant experience
  • Legal eligibility to work in US location
  • No visa sponsorship available

Work Rights

Must be legally eligible to work in specified location

Tailored Resume

Cover Letter