Director, Institutional Client Experience

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

The Director Institutional Client Experience works in collaboration with the Managing Director and Head of Institutional Asset Management to support the Consultant Relations Business Development and Client Relations teams. Youll lead three teams the service support the sales support and the RFP teams that provides support both directly and indirectly in the creation and delivery of solutions to internal and external clients prospects and consultants. Youll also be expected to lead numerous strategic business initiatives within the Institutional Asset Management team including acquisition of new business and retention of existing business and enhancing workflow and processes. Youll be able to manage competing priorities while ensuring exceptional quality in all initiatives. Youll employ a Client First mindset lead-by-example have a strong work ethic and be proactive in developing and implementing process efficiencies.

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 youll succeed

• Relationship building - Develop and maintain an effective working relationship with all key areas of the business including Client Servicing Consultant Relations Business Development and the Client Portfolio Management team along with the Investment teams. Ensures collaboration with the various audit teams on their requests and finds appropriate action plans to mitigate identified deficiencies.

• Leveraging technology - Identify process improvements and develop implementation plans to ensure efficient operation of the business. Direct and oversee the creation and evolution of proper procedures so that processes are efficient and streamlined within the teams proper controls are in place and that the level of errors is kept to a minimum. Production and delivery of monthly and quarterly updates and other ad hoc requests. Oversight of Database management.

• Client management - Manage entire deliverables process for RFPs RFIs DDQs and client requests. Work with/support Client Servicing team to provide strategic project-based work to deliver on client inquiries and objectives and to enhance our advisory capabilities. Execute customized requests for competitor and client related Market Intelligence in aid of specific business development opportunities. Organize workflow using independent judgment to assess and establish priority items including Support for updating quarterly and ad hoc pitch book presentations; Creation of pitch books for all asset classes and Client onboarding. Contribute to the delivery of strategic support to the Client Portfolio Management and Consultant Relations/Business Development teams.

• Marketing support - Support the business units marketing plan and production of marketing collateral. Advising Representative (AR) registration preferred to review presentation material.

• Cross-functional relationships - Cooperate and collaborate with a variety of colleagues across the firm and enterprise such as: GAMs Group Heads; Portfolio Managers; Business Development and Client Servicing; Product Management and Development; Business Controls; Investment Controls; Global Operations; Wealth Management Technology; Wealth Management Compliance; Wealth Management Risk Management; CIBC Legal and External vendors.

• Compliance requirements/responsibilities - Comply with all applicable CIBC and Line of Business policies standards guidelines and controls. As a manager of people when applicable ensure all employees within the business unit comply with all applicable CIBC and Line of Business policies standards guidelines and controls.

• Authorities/decision rights - As a key contributor to the business unit recommend changes to business processes to enhance operational efficiency and effectiveness.

Who you are

• You have a degree/diploma in Business Finance or Economics.

• Its an asset if you are a CFA charter holder. OSC registration or ability to be registered is preferred.

• Its an asset if you have 10 or more years of experience in finance working for an asset management firm. You have broad and deep knowledge of investment management practices processes operational activities and systems across asset classes.

• You can demonstrate experience in MS-Office. You have excellent knowledge of computer applications that will allow optimized processes.

• You have well-developed interpersonal skills to align a wide range of groups to a common goal despite competing priorities and resources.

• 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.

• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise. You have the ability to influence others where no direct reporting relationships.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• Its an asset if youre fluent in French.

• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

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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* 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.

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