Managing Director & Head, CIBC Family Office

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.

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The Managing Director (MD) and Head CIBC Family Office is responsible for leading the CIBC Family Office in Canada setting the vision strategy and operating model to deliver integrated advisory services to Ultra-High Net Worth (UHNW) individuals and addition to national leadership accountabilities this role personally oversees a select portfolio of 2550 high-profile UHNW relationships ensuring exceptional service rigorous governance and coordinated One CIBC delivery aligned to the banks risk appetite and reputational standards.

This role involves overseeing all channels covering the key aspects of CIBC Family Office services including cash management credit structuring investment management estate planning tax strategies philanthropy succession planning and day-to-day administration. The Managing Director and Head CIBC Family Office acts as a trusted advisor coordinating with internal and external specialists to ensure seamless service and holistic financial stewardship. The Managing Director and Head CIBC Family Office is accountable for developing the sales and service capabilities to support our strategic priorities of deepening client relationships and acquiring and retaining clients in the UHNW segment.

As an organizational leader this role champions:

CIBC employee experience principles:

• Always professional so our team members can excel and be their best professional self.

• Radically simple so our team members can focus on what they need to do and make an impact.

• Genuinely caring so our team members can feel valued for who they are and what they contribute.

CIBC leadership capabilities:

• Envisions the futureto innovate purposefully to create new value and harness new capabilities in order to meet the evolving needs of our diverse stakeholders.

• Inspires hearts and mindsto build an inclusive culture where we make bold choices collaborate and empower others to take chances and do whats right for our stakeholders.

• Drives action and impact togetherto align with urgency around what matters making decisions with speed and always making a real difference.

What Youll be Doing

• Execute the CIBC Family Office strategy aligned with CIBC Commercial Banking and Wealth Management (CBWM) objectives as determined by and in conjunction with the SVP and Head of Private Banking and Family Office.

• Build internal partnerships across CIBC Capital Markets Commercial Banking Wood Gundy CIBC Private Investment Counsel (CPIC) Bank USA and Caribbean and Imperial Service and external Centres of Influence (COI) networks to expand UHNW opportunity flow and strengthen CIBCs market presence.

• Establish performance management disciplines (KPIs dashboards pipeline governance capacity models) to scale delivery and improve client outcomes.

Direct Oversight of CEO/Senior Executive-Assigned UHNW Portfolio

• Act as senior relationship executive accountable for end-to-end coordination of planning advice and servicing for a select group of high-profile UHNW families.

• Provide proactive oversight of client experience responsiveness issue resolution and escalation management.

• Coordinate integrated solutions across investments credit trust/estate insurance (as applicable) business banking and philanthropy/legacy planning while ensuring clear accountability and follow-through.

Client Advisory Governance & Solution Oversight (National)

• Ensure consistent delivery of CIBC Family Office services typically including: advanced financial planning and wealth structuring (in coordination with external tax/legal counsel) family governance (family meetings charters decision frameworks) intergenerational wealth transfer and successor preparedness philanthropic planning and legacy advisory consolidated balance sheet/cash flow oversight and complex liquidity planning.

• Serve as the senior escalation point for complex matters reputational sensitivities and cross-border considerations (in partnership with appropriate internal/external experts).

Operating Model & Service Excellence

• Own the end-to-end engagement model (intake discovery delivery roadmap documentation standards case management follow-ups).

• Implement and continuously enhance service standards for timeliness quality and client experience including for executive-referred relationships.

Team Leadership & Talent Development

• Build lead and develop a high-performing team of Regional Heads of CIBC Family Office to provide local coverage across Canada

• Set performance expectations; drive coaching succession planning and specialist development to support UHNW complexity.

Business Management & Financial Performance

• Own business planning budgeting and forecasting for the CIBC Family Office function.

• Monitor profitability fee outcomes (where applicable) and productivity; identify opportunities to improve capacity quality and economics of deliver

Risk Management Governance & Controls

• Maintain strong controls across onboarding due diligence documentation privacy/consent conflicts management complaint handling and ongoing monitoring.

• For enterprise-referred clients ensure enhanced governance appropriate approvals and timely escalation of material risks or reputational concerns.

What Were Looking For

• Bachelors degree required; MBA or advanced degree preferred.

• Suggested designations including CFP CFA CPA TEP FEA CSC & CPH.

• Extensive (10 years) leadership experience in UHNW wealth management private banking and/or family office (single or multi).

• Demonstrated success building scaling and governing a complex advisory platform.

• Proven capability managing a select portfolio of highly sensitive high-profile UHNW relationships with executive visibility.

• Strong knowledge of balance sheet and cash-flow planning complex credit investment governance and Canadian wealth planning topics (estate philanthropy succession) with appropriate coordination with external tax and legal counsel.

• Comfort with multi-jurisdiction considerations and heightened due diligence expectations.

• Executive presence and strong facilitation skills for family governance discussions and complex stakeholder environments.

• Excellent judgment discretion and ability to manage confidentiality and reputational sensitivity.

• Strong stakeholder management across senior executives and control functions.

• Strong business management: KPIs pipeline governance capacity planning and continuous improvement.

• Clear concise written and verbal communication; ability to drive accountability through a matrix model.

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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were actively recruiting for unless stated otherwise.

• 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 test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. 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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