CIBC
Senior Relationship Manager
$175K–$240K
Boston, MA · Manager · Full-time · Posted Oct 22, 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
Grows revenue and profitability by retaining and expanding a portfolio of high-net-worth clients and advising them on sophisticated financial needs.
What you'll do
- Manage client relationships and grow the portfolio through targeted business development and client events.
- Achieve revenue goals, control expenses, and monitor profit performance.
- Deliver wealth and investment advisory services while maintaining operational and compliance risk 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.
- Strong financial acumen, relationship management, and communication skills.
Pay
$175,000- $240,000 USD base salary
Model-written summary · the original posting is authoritative