Relationship Manager jobs at Canadian Imperial Holdings, Inc. - 6 jobs

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 Private Banking Client Services Manager, you'll lead a team of Client Support Advisors who support a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You'll partner closely with Private Bankers to ensure clients receive exceptional service and operational support. Your team will handle all aspects of account servicing, documentation, and money movement, while being positioned to support future expansion into areas such as account onboarding, ensuring accuracy, compliance, and a seamless, white-glove client experience. 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 where you'll spend 1-3 days per week on-site, while other days will be remote. How you'll Succeed Team leadership & oversight - Manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients. Ensure tasks are completed accurately and in alignment with internal policies and procedures. Operational excellence - Regularly assess existing processes and procedures to ensure they remain clear, effective, and aligned with operational realities. Identify gaps or inefficiencies and help author or update procedures, job aids, and workflows in partnership with key stakeholders. Oversee all aspects of account servicing, including money movement, document collection, research inquiries, and exception reporting, while identifying workflow inefficiencies and implementing sustainable process improvement. Client experience - Guide your team to maintain high-quality service across deposit and loan account documentation, onboarding, and ongoing client transactions. Collaboration & initiatives - Partner across banking, operations, and compliance teams to deliver smooth, timely service and address client needs, and ensure internal processes support consistent execution. Take an active role in projects, process improvements, and the development of service strategies that enhance the overall client experience. Service models & workflow optimization - Design, monitor, and continuously improve internal service workflows, task prioritization, and work distribution to ensure accuracy, timeliness, and scalability-particularly for work completed outside client interactions. You will need to demonstrate the ability to assess, redesign, and implement workflow and organizational changes that improve accuracy, efficiency, and team accountability Who you are You are experienced. You bring 7+ years of relevant experience, ideally in private banking, with demonstrated leadership responsibility and strong people management capabilities. You are a leader. You manage, coach, and mentor a team responsible for servicing a portfolio of HNW and UHNW clients. Ensure tasks are completed accurately and in alignment with internal policies and procedures. You are highly organized and process driven. You bring strong ability to structure work, manage competitive priorities, and design workflows that enable teams to operate efficiently and consistently. You are sound in judgement in process design. You know when procedures are fit for purpose and when they need to be refined. You are comfortable drafting, updating, and socializing procedures that improve clarity, execution, and risk alignment. You are client-focused. You've delivered exceptional service to high-net-worth and ultra-high-net-worth clients and understand how to meet their unique needs. You are operationally strong. You have a solid understanding of loan and deposit operations and how back-office processes, documentation, and controls, impact the client experience, risk posture, and team effectiveness. You are risk-aware. You're comfortable interpreting complex regulations, policies, and procedures, and you ensure team compliance to protect the bank. You are skilled in communication and project management. You have exceptional written and oral communication skills and know how to clearly share information and metrics across partners. You are project-savvy. You have proven project management skills and are confident supporting and driving initiatives forward. You are a well-rounded professional. Formal credit training is a plus and further supports your ability to lead and guide your team effectively. You are strongly service-oriented. You have a strong service orientation and dedication to client success. You are collaborative. You have a collaborative mindset to drive alignment across banking and operations teams. Subject to plan and program terms and conditions 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 - 125,000 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. 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 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 ********************************** 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-120 S LaSalle St Employment Type Regular Weekly Hours 40 Skills Business Monitoring, Conflict Resolution, Customer Queries, Ensure Compliance, Policy Procedures, Prioritization, Retail Credit, Trade Control

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 member of the Business Banking team, you will work with our clients to create end-to-end financial solutions to help build a comprehensive approach to finance growth, manage cash flow, increase efficiency, and mitigate risk. As a Relationship Manager you will manage and grow a portfolio of Commercial Banking clients by proactively developing new business opportunities in the community and ensuring clients' day-to-day banking needs are being met at the highest level. As a strategic partner, you will be delivering flexible business solutions, dedicated business expertise and timely business advice to help clients realize their 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. How you'll succeed Relationship building - Develop new client relationships through business development activities, leveraging referral sources, existing clients, and centers of influence. Actively monitor and manage these relationships by fully understanding clients' goals, purpose, and the status of our clients' business. Teamwork - Work with internal partners to connect clients with opportunities. Commit to building a profile in the local business community to leverage that profile into effective working relationships with new and existing clients and internal partners. Client experience - Proactively assess your clients' needs and propose solutions to deliver to meet those needs. Interact with assigned clients as necessary to facilitate prompt response to questions, enquiries, or issues to provide “best in class” service. Apply acquired industry/company knowledge to the development of client/prospect proposals for financial and strategic solutions to meet client needs. Who you are You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You have demonstrated experience in Commercial or Business Banking, demonstrated business development skills, and a solid understanding of financial statements and account principles including valuation techniques and cash flow analysis. You have experience managing the credit quality of a portfolio of commercial banking clients that have credit needs, in the $500K-$10MM range, and/or complex cash management requirements. You act like an owner. You thrive when you are empowered to take the initiative, go beyond, and deliver results. You have a degree/diploma in Business, Finance, Accounting, or a related field. 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 $165,000.00 - $185,000.00 for the Chicago 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. #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 ********************************** 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-120 S LaSalle St, 7th Fl Employment Type Regular Weekly Hours 40 Skills Banking, Budgeting, Business Banking, Business Development, Business Opportunities, Client Relations, Client Service, Data Analysis, Financial Advising, Group Problem Solving, Management Planning, People Management, Relationship Management, Risk Management, Sales, Strategic Objectives

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 and business development efforts by delivering exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day 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. How you'll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams-ensuring clear, responsive, and proactive communication. Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines. Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention. Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner. Who you are Educational background: You have a bachelor's degree (preferred). Industry experience: You have 2-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred. Client service expertise: You've worked in a client service role in the brokerage, investment advisory, or financial services industry 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. Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision. Technically proficient: You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems. What you need to succeed Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Strong analytical skills with the ability to quickly grasp financial and investment concepts. Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently. Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs. 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 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. 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 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 ********************************** 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 - 181 W Madison Employment Type Regular Weekly Hours 40 Skills Active Listening, Analytical Thinking, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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 and business development efforts by delivering exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day 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. How you'll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams-ensuring clear, responsive, and proactive communication. Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines. Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention. Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner. Who you are Educational background: You have a bachelor's degree (preferred). Industry experience: You have 2-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred. Client service expertise: You've worked in a client service role in the brokerage, investment advisory, or financial services industry 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. Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision. Technically proficient: You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems. What you need to succeed Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Strong analytical skills with the ability to quickly grasp financial and investment concepts. Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently. Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs. 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 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. 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 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 ********************************** 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 - 181 W Madison Employment Type Regular Weekly Hours 40 Skills Active Listening, Analytical Thinking, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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 and business development efforts by delivering exceptional service to clients and prospects. You'll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day 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. How you'll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams-ensuring clear, responsive, and proactive communication. Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines. Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention. Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner. Who you are Educational background: You have a bachelor's degree (preferred). Industry experience: You have 3-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred. Client service expertise: You've worked in a client service role in the brokerage, investment advisory, or financial services industry 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. Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision. Technically proficient: You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems. What you need to succeed Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Strong analytical skills with the ability to quickly grasp financial and investment concepts. Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently. Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs. 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 $68,000 - 85,000 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. 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 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 ********************************** 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 - 181 W Madison Employment Type Regular Weekly Hours 40 Skills Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations