CIBC
Senior Director, Client Effectiveness
$250K–$350K
Chicago, IL +1 · Director · Full-time · Posted Oct 30, 2026
- Location
- Chicago, IL
New York, NY - Education
- Degree/diploma in business, finance, operations, adult education, or a related field.
- Visa sponsorship
- This position does not offer visa sponsorship.
About the job
Leads Private Wealth client service strategy, standards, training, teams, escalations, and improvement efforts to deliver consistent, compliant, high-quality client support.
What you'll do
- Lead and develop client service teams; design and oversee training and enablement programs.
- Establish service standards, service level agreements, escalation protocols, and governance routines.
- Monitor service performance, resolve high-priority issues, and improve workflows in partnership with cross-functional teams.
What they ask for
- Experience in private wealth or wealth management client service, service operations, training and enablement, escalation management, and process improvement.
- Experience developing and implementing strategic team goals.
- Experience coaching employees and inspiring team performance.
- Degree/diploma in business, finance, operations, adult education, or a related field.
Nice to have
- Experience with service governance frameworks, service level agreements, client lifecycle processes, and client relationship management tools.
Pay
$250,000 - $350,000 USD base salary
Tools
client relationship management tools
Model-written summary · the original posting is authoritative