CIBC
Senior Relationship Manager
$200K–$275K
Dallas, TX · Manager · Full-time · Posted Oct 19, 2026
- Experience
- 10-15+ years in portfolio management, wealth management, personal tax, or financial planning.
- Education
- Bachelor’s degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD.
- Visa sponsorship
- Must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.
About the job
Grows revenue and retains high-net-worth client relationships by managing a portfolio, acquiring clients, and delivering wealth and investment advisory services.
What you'll do
- Manage and expand a portfolio of high-net-worth clients, aligning services with their investment objectives and organizational policies.
- Acquire new clients through business development, networking, and client events; achieve revenue goals and monitor profitability.
- Provide exceptional client service while maintaining operational and compliance risk controls and collaborating with internal partners.
What they ask for
- 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
- Proven track record managing high-net-worth client relationships.
- Expertise in investment and wealth advisory services, including comprehensive understanding of investment products and strategies.
- Strong financial analysis, relationship management, communication, and negotiation skills.
Pay
$200,000 to $275,000 USD base salary
Model-written summary · the original posting is authoritative