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We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Financial Planning Strategist, you will be responsible for supporting and working closely with Relationship Managers (RM), Business Development Officers and clients to analyze, communicate and implement financial planning strategies for HNW\u002FUHNW clients, as well as provide client support to the Wealth Strategies team. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Perform financial planning analyses, including reviewing financial statements and other data, gathering additional data as necessary, entering data, evaluating alternative scenarios to respond to the client request, as well as alternatives to prompt additional planning considerations. Adapt computer-generated output to polished brand format, and review plan with RM to confirm it meets expectations. Deliver financial plan to clients, discuss potential planning options based on results, and perform live alternative planning scenarios as appropriate. Efficiently triage, prioritize, and manage multiple requests with minimal guidance and supervision. Assist in developing additional financial planning models and offerings. Promote the financial planning offering across the firm. Who you are Financial Planning Experience. You have experience developing and presenting financial plans to clients and colleagues. Technically proficient: You possess excellent technology skills with demonstrated proficiency in eMoney (or similar financial planning tools), Microsoft Word, Excel, PowerPoint and Outlook as well as Adobe. You’re a certified professional. You have a CFP, CTFA, CPA, or similar designation. Strong communicator: You possess excellent verbal and written communication skills, with demonstrated experience effectively communicating financial planning strategies to HNW\u002FUHNW clients. You act like an owner. You thrive when you're empowered to take initiative, go above and beyond, and deliver results. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making. You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way. You are organized. You possess exceptional organizational skills, with the ability to multi-task, problem solve and meet deadlines. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $110,000-$130,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.  #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-Chicago, 181 W Madison Fl 36 Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Client Service, Customer Experience (CX), Financial Advising, Investment Planning, Retirement Planning, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":130,"slug":131,"title":132,"location":13,"raw_job_location_address_addressLocality":296,"raw_hiringOrganization_logo_url":13,"raw_description":297},"CO-Denver, 100 Saint Paul St","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Comprehensive Planning: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth. Estate & Legacy Planning: Develop strategies for wealth transfer, asset protection, and philanthropic goals. Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries. Business Development Support: Support business development activities by actively participating in prospect calls. Thought Leadership: Contribute to the development of educational and marketing materials. External & Internal Engagement: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm. Who you are Education: You have a Bachelor's degree and Juris Doctorate. You have estate planning experience. You are an attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting preferred. You have a network. You have experience in the trust and financial services industry with broad connections in the trust and estate legal community. You are a strong communicator. You possess excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner. You possess strong analytical skills. You have demonstrated experience identifying and quantifying problems and providing effective resolutions. You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $240,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location CO-Denver, 100 Saint Paul St Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":299,"slug":300,"title":301,"location":13,"raw_job_location_address_addressLocality":302,"raw_hiringOrganization_logo_url":13,"raw_description":303},55054,"alternatives-client-portfolio-manager-cibc-national-trust-company","Alternatives Client Portfolio Manager","100 Federal Street, 37th Floor","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing As the Alternatives Client Portfolio Manager (CPM), you will be a vital bridge between our alternative investment team, business development\u002Fadvisor teams, and UHNW clients\u002Fprospects (as well as some institutions), acting as an ambassador for alternative investment strategies. You will play a critical role in fostering client relationships and supporting business development activities. You will raise awareness and educate advisors, business development officers, clients, and prospects about private equity, private credit, hedge funds, real assets, alternative solutions, and portfolio implementation through office visits, local events, in-person meetings, and virtual meetings. You will communicate performance, explain complex market trends, and work with advisors to tailor portfolios to meet client goals. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. 50% travel in the U.S. is required. How You’ll Succeed CPM Strategy: Increase adoption of alternative investments in portfolios. Contribute to and implement distribution strategy for alternative asset classes, deliver consistent execution of distribution strategy, and contribute to vision for the team. Investment Capabilities: Contribute to best-in-class capability development\u002Fevolution and represent investment team in front of advisors, clients (UHNW and Institutional), prospects, consultants, and other intermediaries. Translate complex investment strategies and market trends into clear, actionable information. Articulate our investment method, portfolio positioning, strategies, outlook, as well as market insights of our portfolio. Portfolio Strategy Alignment: Collaborate with advisors to ensure that asset allocation and investment decisions align with client goals and risk tolerances. Client & Advisor Feedback Integration: Actively solicit and gather feedback from clients and advisors regarding alternative strategies and solutions. Collaborate with alternative investment team to integrate this feedback into capability enhancements and new products, ensuring that client needs are met effectively. Thought Leadership: Generate thought leadership ideas to fill the content platform for alternative asset classes and leverage content to generate client discussions. Education: Collaborate with various parts of the organization (investment communications, marketing, marketing compliance, operations, etc.) to raise awareness and increase alternative investment education and adoption. Content Ownership: Contribute and deliver the narrative for all client-facing materials and collateral. Industry Leadership: Deliver sales, servicing, and thought leadership presentations to all client channels, building a reputation as a subject matter expert alongside portfolio managers. Attend conferences\u002Findustry events as a subject matter expert. Reporting & Compliance: Partner with internal teams to design and automate reporting, bridging front-office insights with back-office data, ensuring all actions comply with regulatory standards. Who You Are You have a Bachelor's degree in Finance, Economics, or a related field. CFA designation is preferred. You have 10+ years of related experience in relationship management and\u002For investment roles. Portfolio management experience is preferred You have a strong understanding of financial markets, asset classes, and investment techniques, with deep knowledge of alternative investments. You have exceptional verbal and written communication skills and can clearly articulate investment philosophies. You have excellent interpersonal and presentation skills and are comfortable engaging with sophisticated clients and stakeholders. You’re goal-oriented. You’re focused on results and outcomes and delivering your best to make a difference. You are passionate about growing your knowledge and continuously improving with a strong sense of curiosity. You are a problem solver who anticipates obstacles and develops plans to overcome them. You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000 - $230,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.  What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location 100 Federal Street, 37th Floor (inactive) Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Financial Analysis, Group Problem Solving, Investment Products, Professional Presentation, Researching, Research Reporting, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":305,"slug":306,"title":307,"location":13,"raw_job_location_address_addressLocality":308,"raw_hiringOrganization_logo_url":13,"raw_description":309},55055,"client-service-manager-cibc-national-trust-company","Client Service Manager","MA-Boston, 100 Federal St Fl 31","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you’ll be doing As a Client Service Manager, you will support Private Wealth relationship management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you’ll succeed Deliver high-touch service: Provide high-quality, high-touch service to Private Wealth Management (PWM) clients, ensuring their needs are met with professionalism and care. Manage onboarding and account support: Oversee new account onboarding, including account openings, facilitation of funding, and cost basis input. Handle client inquiries and maintenance requests: Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries. Communicate effectively: Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties and conduct necessary follow-up to satisfy client requests. Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions\u002FRMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules. Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve. Support your team: Prepare materials for client and prospect presentations, meetings, and reviews. Assist Relationship Managers with strategizing, building, and implementing investment portfolios. Assist with trading on accounts. Provide ongoing portfolio maintenance. Assist in the training of less experienced staff, at management request. Participate in other duties as requested by Relationship Managers and Firm Management. Who you are Educational background: You have a bachelor’s degree. It is a plus if you have your CFP. Industry experience: You have 5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients. Experience working with trust accounts preferred. Organized and efficient: You possess strong organizational skills and can manage working with multiple Advisors and clients at once. You effectively multi-task and manage priorities with minimal direction, even in a high-pressure environment. Collaborative and independent: You are self-motivated and able to work independently with minimal supervision but also collaborate well with client service colleagues and teams. Strong communicator: You have excellent written and oral communication skills and can develop professional relationships with co-workers and clients. Investment knowledge: You have a fundamental understanding of investments and capital markets. Adaptable and resourceful: You can quickly adapt to a rapidly changing business and technology environment and are able to learn proprietary software and databases. Problem-solver: You demonstrate exceptional problem-solving and follow-up skills. Technically proficient: You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred). Values matter to you: You bring your real self to work and you live our values – trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment Sponsorship is not available for this position At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000 - $95,000 for the Boston, MA market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.  #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location MA-Boston, 100 Federal St Fl 31 Employment Type Regular Weekly Hours 40 Skills Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":311,"slug":312,"title":313,"location":13,"raw_job_location_address_addressLocality":308,"raw_hiringOrganization_logo_url":13,"raw_description":314},55058,"senior-investment-associate-cibc-national-trust-company","Senior Investment Associate","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing CIBC Private Wealth’s Multi-Manager Investment Program (MMIP) team provides tailored investment solutions for high-net-worth clients, families, foundations, and institutions by leveraging expertise across asset classes and a collaborative culture. As a Senior Investment Associate, you’ll support the MMIP team by conducting due diligence on investment managers, monitoring performance, and managing operational processes. You’ll prepare research and analytical reports to inform investment decisions and work closely with Relationship Managers and Business Development Officers to deliver sound investment management and advisory services. You’ll contribute to the development of educational and marketing materials to support business growth, and collaborate with internal teams to ensure seamless execution of investment strategies. Your entrepreneurial approach and commitment to continuous improvement will help drive superior outcomes for our clients. To successfully perform the work, you will be on-site full-time. How you'll succeed Manager due diligence – Conduct qualitative and quantitative due diligence on existing investment strategies to ensure robust evaluation and oversight. Support research on new investment managers to enhance available solutions for clients. Research and reporting – Prepare analytical studies, reports, and presentations that support the MMIP team’s objectives. Gather and synthesize data to deliver actionable insights for investment decisions. Client and business development support – Provide up-to-date manager information to Relationship Managers and Business Development Officers. Develop educational and marketing materials to support business development initiatives. Operational excellence – Assist internal teams with operational processes to ensure effective execution of investment strategies. Collaborate with operations, compliance, and legal teams to support seamless investment implementation and oversight. Team collaboration – Contribute to a strong organizational culture through effective teamwork and communication. Foster superior client and employee engagement by supporting cross-functional initiatives. Who you are Education and experience – You have a Bachelor’s degree and 5-8 years of relevant financial services experience, with a preference for investment research, portfolio analysis, & due diligence. It is considered a plus if you intend to sit for, are eligible to sit for, or currently hold a CFA or CAIA designation. Detail oriented – You know that details matter. You notice things that others don’t and understand that an accurate foundation sets up the team for success. Analytical – You give meaning to data. You have strong problem-solving skills, can identify and quantify problems, and provide effective resolutions. You communicate detailed information in a meaningful way. Technologically savvy – You are proficient with Microsoft Excel, Word, and PowerPoint, as well as financial data software such as FactSet, Bloomberg, and Morningstar. Quantitative skillset in automation and coding (python) is a plus. Effective time manager – You accurately prioritize tasks, meet deadlines, and balance multiple responsibilities in a fast-paced environment. Motivated by development – You love to learn. You’re passionate about growing your knowledge, continuously learning and improving, and consistently executing your responsibilities. You have a strong sense of curiosity. Values matter to you – You bring your real self to work and you live our values – trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $115,000 - $130,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location MA-Boston, 100 Federal St Fl 31 Employment Type Regular Weekly Hours 40 Skills Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":316,"slug":317,"title":318,"location":13,"raw_job_location_address_addressLocality":319,"raw_hiringOrganization_logo_url":13,"raw_description":320},55059,"sr-analyst-fund-administration-alternative-assets-cibc-national-trust-company","Sr. Analyst, Fund Administration - Alternative Assets","MA-100 Federal Street, 37M Fl","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing As the Sr. Analyst, Fund Administration, you will play a critical role in overseeing fund valuations, capital activity, pricing, audit coordination, and tax compliance for our sponsored funds. You will be responsible for providing comprehensive investor relationship support, facilitating both internal and external audits, and ensuring the timely completion of the fund’s annual tax obligations. Your role will involve proactively identifying and resolving operational issues, implementing effective controls, and supporting continuous improvement initiatives. You will also contribute to a variety of special projects and ad hoc assignments as needed. At CIBC, we are committed to enabling a flexible work environment that empowers you to excel in your role. Specific details regarding on-site and remote work arrangements will be discussed during your interview process. How You’ll Succeed Process capital and pricing updates for alternative asset investments. Support the management and enhancement of operational procedures and controls within the Operations team. Proactively identify, resolve, and document operational issues while implementing robust controls. Train and mentor junior analysts, fostering knowledge sharing and team development. Serve as a subject matter expert on fund administration and operational functions for the firm. Review quarterly and monthly valuations for all sponsored funds. Coordinate, review, and support the completion of all audit and tax reporting requirements. Oversee the preparation and review of annual investor K-1s and fund tax returns. Assist in the review of subscription agreements and redemption requests, ensuring accuracy and compliance. Support the oversight and management of key vendors associated with the sponsored funds. Participate in various ad hoc assignments and new projects to drive operational excellence. Who You Are You hold a bachelor’s degree in Accounting, Finance, Economics, or Business. You have strong knowledge of alternative investments, security analysis, and industry-related best practices. You have 5–7 years of experience in Fund Administration, Tax Accounting, or Audit and Accounting, specifically with hedge funds or private equity funds. You demonstrate advanced proficiency in Microsoft Excel and general computer literacy. You possess hands-on experience with Hedge Funds and Private Equity Funds. You exhibit excellent verbal, written, and interpersonal communication skills. You have exceptional analytical and organizational abilities, with a keen attention to detail. You thrive in a collaborative team environment and maintain a positive, professional attitude. You are adept at managing multiple priorities in a fast-paced setting. You have prior experience supporting investor relations activities. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $85,000 - $125,000K for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. This position does not offer visa sponsorship #LI-TA California residents — your privacy rights regarding your actual or prospective employment At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential. What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Expected End Date 2026-06-30 Job Location MA-100 Federal Street, 37M Fl (inactive) Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":322,"slug":323,"title":324,"location":13,"raw_job_location_address_addressLocality":325,"raw_hiringOrganization_logo_url":13,"raw_description":326},55144,"senior-relationship-manager-cibc-national-trust-company","Senior Relationship Manager","TX - 2121 N. Pearl Street","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Relationship Manager, you’ll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategies, while actively building the client base through networking, community involvement, and exceptional relationship management. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you’ll succeed Manage client relationships: Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies. Expand your portfolio: Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers. Drive profitability: Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary. Deliver exceptional service: Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. Engage in client events: Actively participate in client-focused events to enhance business development efforts and strengthen relationships. Collaborate effectively: Build strong internal partnerships to deliver seamless, professional, and timely client service. Ensure compliance: Implement and maintain effective operational and compliance risk controls. Who you are Educational background: Hold a bachelor’s degree and\u002For advanced certifications such as MBA, CFA, CPA, CFP, or JD. Wealth management expertise: Bring 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. Financially savvy: Demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships. Relationship builder: Excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs. Confident communicator: Thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations. Strategic negotiator: Leverage advanced negotiating and influencing skills to identify opportunities for business development. Service-oriented: Operate with professionalism, sound judgment, and a focus on client success. Risk aware: Maintain a thorough understanding of operational, regulatory, and compliance requirements. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability What you need to succeed A proven track record of managing high-net-worth client relationships. Expertise in investment and wealth advisory services. A collaborative approach to ensure seamless client service. Strong financial acumen and relationship management skills to deliver tailored solutions for clients. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000 to $275,000 for the Dallas, TX market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  #LI-TA  What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location TX - 2121 N. Pearl Street Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":328,"slug":329,"title":324,"location":13,"raw_job_location_address_addressLocality":330,"raw_hiringOrganization_logo_url":13,"raw_description":331},55162,"senior-relationship-manager-cibc-national-trust-company-2","FL-Tampa, 100 N Tampa St","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Relationship Manager, you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and the organization's strategies, while actively building the client base through networking, community involvement, and exceptional relationship management. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Manage client relationships - Oversee a portfolio to ensure client retention and business growth while aligning with client investment objectives and organizational policies. Expand your portfolio - Acquire new high-net-worth clients with complex financial needs by engaging in targeted business development activities and collaborating with Business Development Officers. Drive profitability - Achieve revenue goals, control expenses, and monitor profit performance, taking corrective actions as necessary. Deliver exceptional service - Foster a service culture by leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. Engage in client events - Actively participate in client-focused events to enhance business development efforts and strengthen relationships. Collaborate effectively - Build strong internal partnerships to deliver seamless, professional, and timely client service. Ensure compliance - Implement and maintain effective operational and compliance risk controls. Who you are You have an educational background. You hold a bachelor’s degree and\u002For advanced certifications such as MBA, CFA, CPA, CFP, or JD. You bring wealth management expertise. You have 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. You possess investment knowledge. You have a comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. You are financially savvy. You demonstrate strong financial analysis skills to provide expert advice on complex and high-value client relationships. You're a relationship builder. You excel in building and maintaining relationships, with the ability to make persuasive recommendations tailored to client needs. You're a confident communicator. You thrive in presenting to small or large groups, with excellent writing skills to craft professional proposals and presentations. You're a strategic negotiator. You leverage advanced negotiating and influencing skills to identify opportunities for business development. You're service oriented. You operate with professionalism, sound judgment, and a focus on client success. You're risk aware. You maintain a thorough understanding of operational, regulatory, and compliance requirements. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $200,000- $250,000 for the Tampa, FL market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  This position does not offer visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location FL-Tampa, 100 N Tampa St Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":333,"slug":334,"title":335,"location":13,"raw_job_location_address_addressLocality":336,"raw_hiringOrganization_logo_url":13,"raw_description":337},55180,"relationship-manager-private-wealth-cibc-national-trust-company","Relationship Manager - Private Wealth","TX-Houston, 11 Greenway Plaza","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Relationship Manager, you'll focus on growing direct revenue, retaining high-net-worth client relationships, and expanding business within your portfolio. You'll align with clients' sophisticated financial needs, investment objectives, and our organization's strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. You'll leverage your expertise in investment and wealth advisory services to deliver tailored solutions that inspire trust and drive results. Your proactive approach will help deepen relationships, support new business development efforts, and ensure a seamless client experience. How you'll succeed Manage client relationships – Oversee a portfolio of high-net-worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. Expand your portfolio – Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers. Drive profitability – Achieve revenue goals, manage expenses, and monitor overall profit performance, taking timely action when needed. Deliver exceptional service – Foster a high-touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. Engage in client events – Participate in client events to deepen relationships and support new business development efforts. Collaborate effectively – Partner across internal teams to provide a seamless, professional, and timely client experience. Ensure compliance – Implement and maintain strong operational and compliance risk controls across all activities. Who you are You have a strong educational background. You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA, CPA, or CFP are preferred. You have wealth management expertise. You bring 5+ years of experience in portfolio management, wealth management, personal tax, or financial planning. You have investment knowledge. You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients. You're financially savvy. You're skilled in financial analysis and can offer expert advice on complex, high-value relationships. You're a relationship builder. You excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action. You're a confident communicator. You're comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations. You're service-oriented. You act with professionalism and sound judgment, always keeping the client's success in focus. You're risk aware. You maintain a strong understanding of operational, regulatory, and compliance-related requirements. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $175,000 - 225,000 for the Houston, TX market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  This position does not offer visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location TX-Houston, 11 Greenway Plaza Employment Type Regular Weekly Hours 40 Skills High Net Worth Individuals, Investments, Relationship Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":339,"slug":340,"title":132,"location":13,"raw_job_location_address_addressLocality":341,"raw_hiringOrganization_logo_url":13,"raw_description":342},55272,"senior-wealth-strategist-cibc-national-trust-company-2","NY-New York, 300 Madison Ave Fl 7","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process. You will help clients understand their estate planning, tax planning, philanthropic vehicles, life insurance programs, and business succession planning. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Comprehensive Planning: Partner with Relationship Managers and HNW clients in a consultative role, developing holistic wealth plans to enhance the overall client experience with CIBC Private Wealth. Estate & Legacy Planning: Develop strategies for wealth transfer, asset protection, and philanthropic goals. Client Collaboration: Review estate planning and trust documents. Serve as a bridge between clients and outside advisors (i.e., attorneys, CPAs) to implement strategies. Research and review fiduciary and tax issues. Prepare written and graphical summaries. Business Development Support: Support business development activities by actively participating in prospect calls. Thought Leadership: Contribute to the development of educational and marketing materials. External & Internal Engagement: Participate in educational seminars internally. Present to client and intermediary groups externally. Promote the wealth strategies offering across the firm. Who you are Education: You have a Bachelor's degree and Juris Doctorate. You have estate planning experience. You are an attorney with 10-15+ years of estate planning experience with expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning. Experience in income tax planning and accounting preferred. You have a network. You have experience in the trust and financial services industry with broad connections in the trust and estate legal community. You are a strong communicator. You possess excellent verbal and written communication skills, with demonstrated ability to present complex information to internal and external clients in a clear, focused and concise manner. You possess strong analytical skills. You have demonstrated experience identifying and quantifying problems and providing effective resolutions. You are motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $200,000 - $260,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-New York, 300 Madison Ave Fl 7 Employment Type Regular Weekly Hours 40 Skills Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":61,"slug":62,"title":63,"location":13,"raw_job_location_address_addressLocality":344,"raw_hiringOrganization_logo_url":13,"raw_description":345},"IL-Chicago, 181 W Madison Fl 35","We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing As a Senior Fiduciary Tax Specialist, you’ll play a key role in supporting the Tax Director and team with daily tax reporting and operational activities. You’ll help ensure that CIBC fulfills its fiduciary responsibilities as trustee and co-trustee of both revocable and irrevocable trusts, Agency and Individual Retirement accounts. From managing tax payments and filings to reviewing returns and working with tax vendors, your work will be essential to the accurate and timely delivery of trust-related tax obligations. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll have the flexibility to manage your work activities within a hybrid work arrangement. Details on your work arrangement (proportion of on-site and remote work) will be based on business need. How You’ll Succeed Support tax operations: Assist with daily trust tax activities and filings. Review and coordinate: Validate vendor-prepared tax documents and collaborate with internal and external partners. Manage payments: Managing the processing of fiduciary tax estimate and balance due payments, IRA\u002FNRA tax withholding, and tax filings with the IRS and other authorities. Communicate clearly: Serve as a point of contact for tax-related questions across CIBC teams and with outside agencies. Stay organized: Manage travel logistics, expense reports, and assist in training less experienced staff. Who You Are Educational background: Bachelor’s degree in accounting or finance required; CPA, EA, JD, or master’s degree preferred. Experienced: 3 or more years in tax or fiduciary trust tax roles. Detail-focused: Strong attention to accuracy and ability to manage multiple tasks efficiently. Tech-savvy: Proficient with Microsoft Office, and systems like OneSource Trust Tax Insight, SEI SWP or EFPTS,. Team-oriented: Strong communicator and collaborative in your approach to work. What You Need to Succeed Solid understanding of IRA and trust tax reporting Experience working with tax vendors and regulatory bodies Ability to manage competing priorities with precision Clear communication and a proactive, accountable mindset California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of 90,000 - $120,000 for the Chicago, IL market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. This position does not offer relocation or visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-Chicago, 181 W Madison Fl 35 Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Client Service, Customer Experience (CX), Decision Making, Process Implementations, Tax Compliance, Tax Filings, Tax Planning, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":10,"slug":11,"title":12,"location":13,"raw_job_location_address_addressLocality":296,"raw_hiringOrganization_logo_url":13,"raw_description":347},"We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com As a Senior Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you’ll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication. Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions\u002FRMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules. Support your team: Assist senior staff with preparing materials for presentations, meetings, and reviews, reporting requests, and other tasks at managements request. Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve. Who you are Educational background: You have a bachelor’s degree. Client service experience: You have 3-5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients. Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization. You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do. You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. You know that details matter: You notice things that others don't. Your critical thinking skills help to inform your decision-making. Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision. Technically proficient: You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred). Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000 - $85,000 for the Denver, CO market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.  Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. This role does not offer sponsorship or relocation assistance. All candidates must reside local to Denver, CO. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location CO-Denver, 100 Saint Paul St Employment Type Regular Weekly Hours 40 Skills Client Service, Family Office, Interpersonal Communication, Office Administration, Presentation Materials At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.",{"id":91,"slug":92,"title":93,"location":13,"raw_job_location_address_addressLocality":341,"raw_hiringOrganization_logo_url":13,"raw_description":349},"We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What You’ll Be Doing The Project Manager, Equity Products & Portfolio Oversight Reporting is a hybrid business-management and data-stewardship role within CIBC Private Wealth’s Investments organization. Reporting directly to the Managing Director of Portfolio Oversight, this individual will lead cross-functional initiatives—particularly those affecting proprietary equity products, investment processes, and supporting technology—while owning the portfolio oversight reporting framework. The role connects investment, relationship management, fiduciary, operations, technology, risk, legal, and compliance partners to translate business needs into well-governed projects, accurate management information, and sustainable operating processes. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 3 days per week on-site, while other days will be remote. Cross-Functional Project Management Lead projects from intake and definition through implementation, stabilization, and closeout, with particular emphasis on equity products, portfolio implementation, oversight processes, and investment-support capabilities. Develop clear project charters, scope statements, workplans, milestones, decision logs, risk and issue registers, status reporting, and implementation-readiness criteria. Coordinate subject-matter experts and delivery partners across Investments, Relationship Management, Fiduciary, Operations, Technology, Data, Risk, Legal, and Compliance. Facilitate working sessions, governance forums, and executive updates; surface trade-offs, secure decisions, and drive timely resolution of dependencies and blockers. Translate investment and operating requirements into actionable process, data, reporting, control, and technology specifications. Support product launches, strategy changes, platform enhancements, control improvements, and remediation efforts affecting the equity product lifecycle. Ensure initiatives follow applicable project governance, testing, documentation, change-management, and post-implementation review standards. Portfolio Oversight Reporting & Data Stewardship Own the end-to-end portfolio oversight reporting function, including reporting calendars, data sourcing, controls, production, distribution, retention, and continuous improvement. Produce and enhance recurring management and governance reporting covering investment reviews, open and aged exceptions, portfolio-construction risks, pre-trade controls, operating trends, and other key oversight indicators. Maintain authoritative definitions, business rules, data lineage, calculation logic, thresholds, ownership, and documentation for portfolio oversight metrics. Establish data-quality controls and reconciliations; investigate anomalies, coordinate remediation, and clearly communicate data limitations or changes in methodology. Design scalable reporting templates and dashboards that provide useful cuts by legal entity, region, office, strategy, exception type, aging, or other relevant dimensions. Partner with source-system owners and technology teams to automate manual reporting, improve data availability, and strengthen repeatability and auditability. Respond to ad hoc senior-management, board, risk, compliance, audit, and regulatory requests with accurate, timely, and well-supported analysis. Convert reporting insights into prioritized actions, escalation themes, and recommendations for process or control improvement. Governance, Controls & Continuous Improvement Embed clear ownership, approvals, evidence, version control, and recordkeeping into project and reporting processes. Identify process gaps, operational risks, and opportunities to simplify or standardize execution across teams. Develop procedures, job aids, and training materials that support consistent adoption. Build trusted relationships with senior stakeholders and serve as a central point of coordination for equity-related initiatives and portfolio oversight information. How You’ll Succeed Deliver with discipline: Projects have clear scope, accountable owners, transparent status, controlled risks, and measurable outcomes. Create trusted information: Reports are accurate, timely, consistent, traceable, and decision-useful. Connect the organization: Stakeholders understand priorities, decisions, dependencies, and next steps. Think like an owner: You anticipate issues, challenge inefficient practices, and create sustainable solutions rather than one-time fixes. Balance detail and perspective: You can reconcile data at a granular level while communicating the broader business and risk implications to senior leaders. Who You Are Educational background: Bachelor’s degree in finance, business, economics, data analytics, information systems, or a related field; equivalent relevant experience considered. Experience: Typically 5–8 years of experience in project or program management, investment operations, wealth or asset management, business management, data governance, reporting, or a related discipline. Owner mindset: Demonstrated success leading cross-functional initiatives in a regulated, control-oriented environment. Analytical: Strong understanding of data stewardship, reporting controls, metric governance, reconciliation, and management information. Technical skills: Advanced Excel and PowerPoint capability; experience with business-intelligence, workflow, data-query, or automation tools is strongly preferred. Working knowledge of investment products and portfolio management processes; familiarity with equity separately managed accounts, investment reviews, portfolio restrictions, trading workflows, or compliance controls is preferred. Relationship builder: Excellent written and verbal communication skills, including the ability to present complex information clearly to executives and governance bodies. Detail oriented: Highly organized, analytical, and detail-oriented, with sound judgment and the ability to manage competing priorities. Values matter to you: You bring your real self to work and you live our values – trust, teamwork, and accountability. Preferred Credentials Agile, or comparable project-management training. Experience with SQL, Power BI, Tableau, Alteryx, Python, or similar reporting and analytics tools. Experience supporting audit, regulatory examination, issue remediation, or senior governance committees. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - $190,000 for the NY, NY market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.  This position does not offer visa sponsorship. #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location NY-New York, 300 Madison Ave Fl 7 Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Client Service, Customer Experience (CX), Investment Services, Long Term Planning, People Management, Personal Initiative, Product Technical Support, Stakeholder Relationship Management, Work Collaboratively At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us."]