Private Wealth Business Development Officer

CIBC Capital Markets

New York, New York, USA
$150,000 – $190,000; incentive compensation plan +...
Fully remote
Acquire new private wealth clients
Leverage industry expertise and network
Deliver bespoke wealth solutions
As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations)

Job Summary

  • As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations).
  • You will leverage your industry expertise and network to identify opportunities, foster partnerships, and deliver bespoke wealth solutions in collaboration with our talented team.
  • CIBC offers a competitive total rewards package including an expected salary range of $150,000 – $190,000, incentive compensation, and a full range of benefits and programs.

Matching Summary

As a Private Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations).

Salary

$150,000 – $190,000; Incentive compensation plan and discretionary bonus; Medical, Dental, Vision, HSA, Life, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Acquire new private wealth clients
  • Leverage industry expertise and network
  • Deliver bespoke wealth solutions
  • Develop and grow intermediary relationships
  • Lead promotional events and seminars

Nice-to-have

  • Entrepreneurial spirit and passion for growth
  • Client-first approach and going the extra mile
  • Motivated by collective success and teamwork
  • Express ambition through initiatives

Key Requirements

  • 10+ years of wealth management experience
  • Proven track record acquiring HNW relationships
  • Strong network and ability to raise assets
  • Active FINRA Series 7 and 66 required
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter