Director, Client Engagement
Director, Client Engagement
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Job Description
Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats 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
What youll be doing
As an integral member of CIBCs Savings Investing and Advice Team reporting to the Senior Director Client Advice and Engagement the Director Client Engagement is responsible for designing and delivering market leading client and brand experiences for clients holding Savings and Investing Plans and Director Client Engagement is accountable for the planning development and execution of client onboarding engagement and usage strategies and tactics for Savings and Investing clients in order to maximize client retention and enable profitable long-term client relationships.
At CIBC we enable the work environment most optimal for you to thrive in your role. Youll have the flexibility to manage your work activities within a hybrid work arrangement where youll spend 1-2 days per week on-site while other days will be remote.
How youll succeed
Strategy Development and Implementation Contribute to long-term Advice and Engagement strategy and journey maps in collaboration with the Senior Director and other business leaders. Leverage data to understand trends and identify specific areas of opportunities to create deep client relationships optimize usage maximize retention and enable long term profitability. Play a leading role in ideating and conceptualizing various offers campaigns and initiatives forecasting and business casing securing partner buy in implementation and validating business results. Develop forward looking annual and multi-year plans and roadmaps to help meet business objectives.
Stakeholder management - Build and maintain strong relationships with stakeholders ensuring alignment on strategic priorities and fostering collaboration to achieve business objectives. Act as a lead effectively communicate insights managing expectations and driving consensus across cross-functional teams and senior leadership. Take a leadership role in creating materials for various Management Committee / Executive Steerco meetings prepare materials for reporting on Advice and Engagement progress lead presentations during various Executive updates and successfully manage expectations with Executives and Senior audiences.
Collaboration Build partnerships and collaborate with key partners including Advice Onboarding & Engagement Leads Product Owners Digital Marketing Channels Communications Product Delivery Data Technology and Platform teams to assess and deliver innovative advice and engagement features and programs for saving and investing clients leveraging capabilities such as CRTeX/AJO. Partner with Finance and Analytics teams to identify portfolio gaps forecast inactivity and attrition behaviors and evaluate the performance of onboarding and engagement initiatives.
Market Insights and competitive analysis - Conduct ongoing assessments of the competitive landscape to identify trends in onboarding and engagement strategies offering insights to inform and shape CIBCs future direction.
Who you are
You have extensive 6 to 8 years of work experience in Product Management within Financial Services and Investing leading strategy strategic planning and partnerships sufficient to identify develop and implement approved initiatives. You can demonstrate strong problem-solving and communication skills and financial acumen.
You give meaning to data. You enjoy investigating complex problems and making sense of information. Youre confident in your ability to communicate detailed information in an impactful way.
Your influence makes an impact. You know that relationships and networks are essential to success. You inspire outcomes by making yourself heard.
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.
You act like an owner. You thrive when youre empowered to take the lead go above and beyond and deliver results.
You embrace and champion change. Youll continuously evolve your thinking and the way you work in order to deliver your best.
Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.
#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* defined benefit pension plan* an employee share purchase plan 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 French proficiency 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
Toronto-81 Bay 25th FloorEmployment Type
RegularWeekly Hours
37.5Skills
Accountability Business Cases Business Planning Group Problem Solving Investigating Leadership Pricing Strategies Product Management Product Marketing Project Management Relationship BuildingRequired Experience:
Director
Employment Type
Full-Time
