Base: $200,000 to $275,000; bonus/equity: eligible...
Fully remote
10-15+ years wealth management experience
High-net-worth client portfolio management
Investment products and strategies knowledge
The role focuses on growing direct revenue and retaining high-net-worth client relationships while aligning with sophisticated financial needs
Job Summary
The role focuses on growing direct revenue and retaining high-net-worth client relationships while aligning with sophisticated financial needs.
Candidates are expected to acquire new clients through targeted business development activities and collaborate with Business Development Officers.
CIBC offers a competitive total rewards package including incentive compensation plans, comprehensive benefits, and paid time off.
Matching Summary
The role focuses on growing direct revenue and retaining high-net-worth client relationships while aligning with sophisticated financial needs.
Salary
Base: $200,000 to $275,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off
Skills & Requirements
Must-have
10-15+ years wealth management experience
High-net-worth client portfolio management
Investment products and strategies knowledge
Business development and networking skills
Compliance and risk control implementation
Nice-to-have
Exceptional relationship building abilities
Strategic negotiation and influencing skills
Community involvement and event participation
Collaborative internal partnership approach
Professional presentation and writing skills
Key Requirements
Bachelor's degree or advanced certifications (MBA, CFA, CPA, CFP, JD)
10-15+ years of experience in portfolio management or wealth management
Legal eligibility to work in the United States
Work Rights
Must be legally eligible to work in the location specified