Associate, Senior Client Relationship Management
CIBCAbout the role
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
Reporting to the Vice Chair, Capital Markets, based in New York, the Associate will support the development and execution of detailed coverage plans of a select group of institutional and corporate clients identified by Senior Capital Markets Management (“Target Clients”). The coverage model will serve to enhance collaboration across the platform for identifying and covering these Target Clients. The goal is to strengthen these Target Client relationships and further evolve them into sustainable long-term material revenue contributors with multiple touchpoints across the platform.
This effort is intended to be a proof of concept and precursor to the formal establishment of a US Senior Client Relationship Management Office (SRMO). The Associate will be involved in the development of the SRMO.
The Associate will assist in confirming and/or establishing comprehensive coverage teams for each Target Client and help coordinate client visits to discuss our Bank’s capabilities and identify opportunities for deeper engagement. Additionally, the Associate will track and measure relationship progress, contributing to quarterly internal meetings to discuss advancements and opportunities related to each Targeted Client.
The Associate will engage in a detailed mapping of each Target Client, supporting the development of a business intelligence strategy, and assisting in the creation of ongoing reporting functions as well as ad hoc analysis and project support to enhance client coverage.
Once a detailed client mapping has been established, the Associate will help identify opportunities to further benefit the Target Client relationship, manage coordination of Target Client visits and coordinate collaboration with relevant Lines of Business to develop materials for presentation to Target Clients. The role will collaborate with multiple Lines of Business to transform data into actionable business insights.
At CIBC, we enable a work environment that is 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 You’ll Succeed
Project Management and Maintenance
Assist in managing the Target Client list.
Help establish metrics for adding or exiting Target Clients and measuring relationship success.
Track coverage models of Target Clients.
Document Target Client coverage teams and establish processes for tracking and reporting on Target Client activity.
Coordinate regular Target Client reviews among stakeholders.
Utilize data analytics to develop presentation materials and coordinate Target Client visits and follow-ups.
Analytics & Reporting
In coordination with the Vice C
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