Private Wealth Business Development Officer

CIBC Capital Markets

New York, NY, United States
Base: $150,000 – $190,000; bonus/equity: eligible ...
Fully remote
Proactive client acquisition and conversion
Developing relationships with intermediaries
Designing tailored wealth solutions
The role focuses on sourcing and acquiring new private wealth clients including individuals, family offices, endowments, and foundations

Job Summary

  • The role focuses on sourcing and acquiring new private wealth clients including individuals, family offices, endowments, and foundations.
  • Candidates must leverage their network and industry expertise to foster partnerships and deliver bespoke wealth solutions in collaboration with a multidisciplinary team.
  • CIBC offers a competitive total rewards package including a salary range of $150,000 – $190,000, incentive compensation plans, and comprehensive benefits.

Matching Summary

The role focuses on sourcing and acquiring new private wealth clients including individuals, family offices, endowments, and foundations.

Salary

Base: $150,000 – $190,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus component; Benefits: Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Proactive client acquisition and conversion
  • Developing relationships with intermediaries
  • Designing tailored wealth solutions
  • Leading promotional events and seminars
  • Maintaining effective internal partnerships

Nice-to-have

  • Entrepreneurial spirit and passion for growth
  • Exceptional oral and written communication skills
  • Strong organizational and multi-tasking abilities
  • Deep market intelligence on competitor activity
  • Commitment to collective team success

Key Requirements

  • 10+ years experience in wealth management or private banking
  • Active FINRA Series 7 license required
  • Active FINRA Series 66 (or 63/65) license required
  • Proven track record of acquiring HNW relationships
  • Must be legally eligible to work in the US

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter