Senior Wealth Strategist

CIBC

New York, NY, US
Base: $200,000 - $250,000; bonus/equity: eligible ...
Fully remote
Estate planning experience
Insurance planning expertise
Business succession planning
This role involves supporting Relationship Managers and high net worth clients to develop holistic wealth plans including estate, tax, and philanthropic strategies

Job Summary

  • This role involves supporting Relationship Managers and high net worth clients to develop holistic wealth plans including estate, tax, and philanthropic strategies.
  • The successful candidate will serve as a bridge between clients and outside advisors such as attorneys and CPAs to implement complex wealth transfer strategies.
  • CIBC offers a competitive total rewards package with a salary range of $200,000 - $250,000, incentive compensation, and comprehensive benefits including medical and dental coverage.

Matching Summary

This role involves supporting Relationship Managers and high net worth clients to develop holistic wealth plans including estate, tax, and philanthropic strategies.

Salary

Base: $200,000 - $250,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Estate planning experience
  • Insurance planning expertise
  • Business succession planning
  • Philanthropic planning knowledge
  • Trust and financial services network

Nice-to-have

  • Income tax planning experience
  • Accounting background preferred
  • Strong verbal communication skills
  • Analytical problem-solving abilities
  • Team-oriented collaborative mindset

Key Requirements

  • Bachelor's degree and Juris Doctorate required
  • 10-15+ years of estate planning experience
  • Must be an attorney with trust industry connections
  • Legally eligible to work in the specified location

Work Rights

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

Tailored Resume

Cover Letter