Wealth Management Operations Remote Jobs in Texas

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 Wealth Business Development Officer (BDO), you are responsible for sourcing and acquiring new private wealth clients (individuals, family offices, endowments and foundations). You will leverage your industry expertise and network to identify opportunities, foster partnerships, and deliver bespoke wealth solutions in collaboration with our talented team. You will work closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members, and other internal partners.

How you'll succeed

• Business Development: Proactively identify, engage, and convert prospective clients.

• Solution Delivery: Curate and partner with a multidisciplinary team of professionals to design and deliver solutions tailored to client needs.

• Relationship Building: Develop, maintain and grow relationships with intermediaries, centers of influence and existing clients to generate referrals.

• Market Development: Lead and organize promotional events, educational seminars and roundtables to develop new alliances and formal networks to grow CIBC's presence in the wealth management space.

• Collaboration & Service Excellence: Establish and maintain effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely.

Who you are

• You are an experienced wealth management professional with 10+ years of experience in wealth management, private banking or a related field.

• You are a dynamic sales professional with a proven track record of acquiring and maintaining HNW relationships. You have a strong network and demonstrated ability to effectively raise assets.

• You have market intelligence by staying abreast of industry trends, competitor activity and industry updates impacting HNW clients.

• You are a strong communicator with exceptional communication (oral and written), presentation and interpersonal skills. Your delivery style reflects an entrepreneurial spirit and a passion for growth.

• You put our 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're driven to succeed. You are results oriented with a drive to exceed targets. You're motivated by accomplishing your goals and delivering your best to make an impact.

• You're motivated by collective success. You know that teamwork can transform a good idea into a great one.

• You are organized. You possess exceptional organizational skills, with the ability to multi-task, problem solve and meet deadlines.

• You are a licensed professional.Active FINRA Series 7 and 66 (or 63/65) required or must be obtained within 90 days.

• 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 $150,000 - $190,000 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.

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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.

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