CIBC
Private Wealth Business Development Officer
$150K–$190K
New York, NY +8 · Full-time · Posted Oct 27, 2026
- Location
- New York, NY
Dallas, TX
Newport Beach, CA
San Francisco, CA
West Palm Beach, FL
St. Louis, MO
Chicago, IL
Birmingham, MI
Boston, MA - Experience
- 10+ years in wealth management, private banking, or a related field.
- Visa sponsorship
- Must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
About the job
Sources and acquires private wealth clients, building referral relationships and coordinating tailored wealth solutions with internal specialists.
What you'll do
- Identify, engage, and convert prospective clients; acquire new private wealth relationships.
- Coordinate multidisciplinary teams to design and deliver solutions tailored to client needs.
- Develop referral networks and organize promotional events, seminars, and roundtables to grow market presence.
What they ask for
- Proven track record acquiring and maintaining high-net-worth relationships, with a strong network and ability to raise assets.
- Active FINRA Series 7 and 66 (or 63/65), or obtain them within 90 days.
- Strong oral and written communication, presentation, interpersonal, organizational, problem-solving, and time-management skills.
Pay
$150,000 – $190,000 USD base salary
Tools
FINRA Series 7, FINRA Series 66, FINRA Series 63, FINRA Series 65
Model-written summary · the original posting is authoritative