Talent.com

Client relationship manager serp_jobs.h1.location_city

serp_jobs.job_alerts.create_a_job

Client relationship manager • chicago il

serp_jobs.last_updated.last_updated_variable_hours
Relationship Manager / Senior Relationship Manager

Relationship Manager / Senior Relationship Manager

CIBCChicago, IL, United States
serp_jobs.job_card.full_time
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 strength...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Manager

Relationship Manager

Church Pension Group Services CorporationChicago, IL, United States
serp_jobs.job_card.full_time
Benefits Relationship Management.BA / BS or combination of education and experience.Church Pension Group (CPG) is a financial services organization located in Midtown Manhattan.CPG was founded in 191...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Manager

Relationship Manager

Global PaymentsChicago, IL, US
serp_jobs.job_card.full_time
Core Payments Relationship Manager.Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services.Simply, we ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Specialist

Client Relationship Specialist

ICONMAChicago, IL
serp_jobs.job_card.full_time
Our Client, a Property and Casualty Insurance company, is looking for a Client Relationship Specialist for their Chicago, IL / Hybrid location. Manager would prefer a candidate with good group worksit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
SMB Relationship Manager

SMB Relationship Manager

FrontChicago, IL, US
serp_jobs.job_card.full_time
Front is the leading AI-powered customer service platform built for collaboration.Front brings core support channels into a modern, intuitive workspace where teams can collaborate on requests, auto...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Broker Relationship Manager

Broker Relationship Manager

TriNetChicago, Illinois, USA
serp_jobs.job_card.full_time +1
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs).We enhance business productivity by enabling our clients to outsource their HR functio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Relationship Manager

Relationship Manager

Global Payment Holding CompanyChicago, Illinois, USA
serp_jobs.job_card.full_time
Every day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services.Our worldwide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
PE Client Relationship Executive

PE Client Relationship Executive

Grant ThorntonChicago, IL, United States
serp_jobs.job_card.full_time
Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in Chicago, IL.Private Equity client relationship executives (PE CREs) sell Grant Thornton tax, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Manager / Senior Relationship Manager

Relationship Manager / Senior Relationship Manager

CibcChicago, IL, US
serp_jobs.job_card.full_time
Relationship Manager / Senior Relationship Manager.We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's righ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Client Relationship / Service Specialist

Client Relationship / Service Specialist

BCForwardChicago, IL, US
serp_jobs.job_card.temporary
Client Relationship / Service Specialist for a remote position in Chicago IL .Job Title : Client Relationship / Service Specialist . Location : Triangle Plaza 8750 W.Bryn Mawr Avenue Ch...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Manager - Manufacturing - Boston, NJ, Chicago

Client Relationship Manager - Manufacturing - Boston, NJ, Chicago

CognizantChicago, IL, United States
serp_jobs.job_card.full_time
Client Relationship Manager - Manufacturing.Location : Chicago, Boston, NJ.Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Relationship Manager, Commercial

Relationship Manager, Commercial

KeyCorpChicago, IL, US
serp_jobs.job_card.full_time
Location : 227 West Monroe Street - Chicago, Illinois 60606.Job Summary : Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, diffe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Client Relationship Analyst

Client Relationship Analyst

Morgan StanleyChicago, IL, US
serp_jobs.job_card.full_time
POSITION SUMMARY : Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.Through regu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
PE Client Relationship Executive

PE Client Relationship Executive

Grant Thornton LLPChicago, IL, US
serp_jobs.job_card.full_time
This is the job title and main content of the job post.The detailed description and specific requirements are provided below.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Registered Client Relationship Associate

Senior Registered Client Relationship Associate

Raymond James FinancialChicago, IL, US
serp_jobs.job_card.full_time
Senior Registered Client Relationship Associate.We are seeking to add a Senior Registered Client Relationship Associate to join our growing, high-performing financial services team.This is an excit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

SS&C Technologies HoldingsChicago, IL
serp_jobs.job_card.full_time
Client Relationship Manager – Retail Alternative Investments.Kansas City, MO, Denver, CO, Braintree, MA; Boston, MA; Chicago, IL. Dallas, TX; Dublin, OH Hybrid.Hybrid work model and business casual...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Client Relationship Specialist

Client Relationship Specialist

VirtualVocationsLincolnwood, Illinois, United States
serp_jobs.job_card.full_time
A company is looking for a Client Relationship Specialist to manage client experiences and retention.Key Responsibilities Act as the primary liaison between the company and dealers in the United ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Relationship Manager

Relationship Manager

Heartland Payment SystemsChicago, Illinois, USA
serp_jobs.job_card.full_time
Every day Heartland a Global Payments Company makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply we create meaningful...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Relationship Manager - Retail Alternative Investments

Client Relationship Manager - Retail Alternative Investments

SS&C TechnologiesChicago, IL, US
serp_jobs.job_card.full_time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Business Relationship Manager

Business Relationship Manager

BmoChicago, IL, US
serp_jobs.job_card.part_time
Business Banking Relationship Manager.Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional grow...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Relationship Manager / Senior Relationship Manager

Relationship Manager / Senior Relationship Manager

CIBCChicago, IL, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 / 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.

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 / or 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.
  • 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.
  • At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $175,000 - $225,000 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.

    California residents - your privacy rights regarding your actual or prospective employment

    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 - 181 W Madison

    Employment Type

    Regular

    Weekly Hours

    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