cibc
Private Banking Regional Manager
cibc, San Francisco, California, United States, 94199
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 doingThe Private Banking Regional Manager, US Region will be responsible for leading, growing, and managing a team of experienced private bankers & advisors through sales leadership skills in addition to sourcing new business opportunities to the organization.The Private Banking Regional Manager will partner with internal CIBC Private Wealth Management, Private Banking leadership, and group practice leaders to develop and implement a plan to deliver the growth expectations focused on loans, deposits, AUM, and overall revenue and profitability. The Regional Director sets the tone and pace of the market by directly participating in new client acquisition and retention, identifying new business development opportunities with/for the local teams whether direct to the market, through CIBC internal partnerships or other affiliated organizations.How you'll succeedPeople Leadership
- Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work and manage performance by setting clear expectations and by providing fair and accurate formal and informal feedback. Identify obstacles that hinder performance and coach to performance expectations to ensure they align with business priorities for the team. Arrange and coordinate professional development to maintain and increase investment industry, planning and product knowledge of the sales team. Proactively work to attract new talent and build strong talent pipeline.
Client Service
– Effectively deal with any client issues, concerns or problems promptly. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).
Networking : Develop and cultivate relationships with peers at other financial institutions, private equity groups, industry associations, and other professionals on a regular basis to promote CIBC’s interest and maintain knowledge of their area of specialization.
Who you areA highly dynamic sales professional with a successful track record of business development, relationship management, and proven ability to effectively gather wealth management assets and deliver banking solutions.
You have demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high-net-worth individuals, families, and institutions.
You have a minimum of 15 years of experience in developing and managing lending, deposit & asset management relationships with high-net-worth clients.
You have demonstrated knowledge of credit, lending, investment strategy, trust administration, and wealth management solutions.
You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
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.
Exceptional presentation, verbal, and written communication skills combined with a style reflecting an entrepreneurial spirit and a passion for growth.
You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
You're 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.
You look beyond the moment. You know what you do will make a difference today and tomorrow. You look for new opportunities to define what's possible.
You have a bachelor’s degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP, CFA, CTFA or CPA preferred.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $300,000 - $350,000 for the San Francisco, CA 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.California residents — your privacy rights regarding your actual or prospective employmentWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 LocationCA - San Francisco - 101 2nd St.Employment TypeRegularWeekly Hours40SkillsAnalytical Thinking, Business Development, Business Growth Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management, Wealth Management
#J-18808-Ljbffr
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 doingThe Private Banking Regional Manager, US Region will be responsible for leading, growing, and managing a team of experienced private bankers & advisors through sales leadership skills in addition to sourcing new business opportunities to the organization.The Private Banking Regional Manager will partner with internal CIBC Private Wealth Management, Private Banking leadership, and group practice leaders to develop and implement a plan to deliver the growth expectations focused on loans, deposits, AUM, and overall revenue and profitability. The Regional Director sets the tone and pace of the market by directly participating in new client acquisition and retention, identifying new business development opportunities with/for the local teams whether direct to the market, through CIBC internal partnerships or other affiliated organizations.How you'll succeedPeople Leadership
- Create a positive work environment and be an effective role model by championing CIBC’s mission, vision and values. Assign work and manage performance by setting clear expectations and by providing fair and accurate formal and informal feedback. Identify obstacles that hinder performance and coach to performance expectations to ensure they align with business priorities for the team. Arrange and coordinate professional development to maintain and increase investment industry, planning and product knowledge of the sales team. Proactively work to attract new talent and build strong talent pipeline.
Client Service
– Effectively deal with any client issues, concerns or problems promptly. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).
Networking : Develop and cultivate relationships with peers at other financial institutions, private equity groups, industry associations, and other professionals on a regular basis to promote CIBC’s interest and maintain knowledge of their area of specialization.
Who you areA highly dynamic sales professional with a successful track record of business development, relationship management, and proven ability to effectively gather wealth management assets and deliver banking solutions.
You have demonstrated experience working in a team environment, introducing the appropriate partners and suite of investment, trust, and banking solutions to high-net-worth individuals, families, and institutions.
You have a minimum of 15 years of experience in developing and managing lending, deposit & asset management relationships with high-net-worth clients.
You have demonstrated knowledge of credit, lending, investment strategy, trust administration, and wealth management solutions.
You are a caring and accountable leader. You have experience developing and implementing strategic team goals. You have experience coaching employees and inspiring successful team performance.
You're passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
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.
Exceptional presentation, verbal, and written communication skills combined with a style reflecting an entrepreneurial spirit and a passion for growth.
You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
You're 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.
You look beyond the moment. You know what you do will make a difference today and tomorrow. You look for new opportunities to define what's possible.
You have a bachelor’s degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP, CFA, CTFA or CPA preferred.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $300,000 - $350,000 for the San Francisco, CA 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.California residents — your privacy rights regarding your actual or prospective employmentWhat CIBC OffersAt 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 conditionsWhat you need to knowCIBC 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 LocationCA - San Francisco - 101 2nd St.Employment TypeRegularWeekly Hours40SkillsAnalytical Thinking, Business Development, Business Growth Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management, Wealth Management
#J-18808-Ljbffr