CIBC
Senior Relationship Manager
$175K–$250K
New York, NY · Manager · Full-time · Posted Oct 30, 2026
- Experience
- 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
Manages and grows a portfolio of high-net-worth clients by delivering wealth and investment advice, developing new business, and meeting revenue and compliance goals.
What you'll do
- Retain and grow client relationships and acquire new high-net-worth clients through business development and networking.
- Meet revenue and profitability goals while monitoring expenses and taking corrective action.
- Provide client-focused wealth advisory services, collaborate with internal partners, and maintain operational and compliance controls.
What they ask for
- 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 knowledge of investment products and strategies.
- Strong financial acumen, relationship management, communication, negotiation, and compliance-risk awareness.
Pay
$175,000- $250,000 USD base salary
Model-written summary · the original posting is authoritative