Client Portfolio Manager, Private Markets

3 weeks ago

Toronto ON, Canada CIBC Full time

We’re building a relationship-oriented bank for the modern world. The Client Portfolio Manager, Private Markets will be CIBC Asset Management's (CAM) Subject Matter Expert (SME) on private alternative investment solutions. The candidate will be responsible for the commercialization of CAM’s private alternatives offerings, effectively developing and maintaining client relationships in Canada and globally with a particular emphasis on elevating CAM’s distribution expertise to deliver a highly saleable and scalable portfolio management suite of private alternative solutions. The role will report to the Managing Director & Head, Client Portfolio Management.


Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.


Client engagement – Serve as key point person on Private Markets, leading CAM’s internal discussions and CAM’s external presence on private investing. Act and serve as the client-facing portfolio manager – collaboratively work with clients, prospective clients and advisors to help build client investment solutions, in conjunction with the Investment and Product Development teams. Responsible for effective communication of portfolio investment strategy, portfolio positioning, and portfolio changes to clients, advisors, prospects, media, and marketplace. Be part of a high-performance, client-focused culture. understanding client needs or servicing requirements and delivering solutions or services that meet or exceed client expectations.


Subject Matter Expertise - Act as CAM’s subject matter expert for technical content concerning private market solutions RFPs. Drive the continued commercialization of the investment business, helping execute the strategic growth plan, in alignment with CAM’s corporate strategy. Lead CAM’s efforts to gather comprehensive intelligence on the competitive landscape of private market solutions, including competitor solutions, investment vehicles, and fees.


Relationship Building - Inspire colleagues through excellence with an inclusive team orientation and hands-on approach to client development and servicing and advisor relations, at all levels of detail. You Work collaboratively with all of the members of CAM to ensure that our firm can distinguish itself through the provision of distinctive, world-class investor solutions, service, and communication. You'll Conduct yourselves as a partner to the investment professionals of CAM and seek to contribute to the overall business as well as to your functional responsibilities. You'll continually strive for “best-in-class” performance standards and instill these high standards within your day-to-day work. You'll exude integrity, embrace a fiduciary culture and act in the best interests of investors who have chosen CAM as a steward of their investments. You'll conduct business in accordance with the highest standards of legal and ethical conduct.


You are an active contributor to this network and go out of your way to stay connected to the many influencers on the business. You'll have a deep understanding of private market solutions including and not limited to real estate, infrastructure, private equity, and private debt.


You're creative yet process-driven – constantly seeks to innovate and then create a robust process to capture innovations for consistent and repeatable delivery.


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


It’s an asset if you have a CFA. Portfolio Management experience and Business Development leadership is strongly preferred.


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.


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). Skills Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Interpersonal Communication, Operational Efficiency, People Management, Work Collaboratively
#

  • Client Portfolio Manager, Private Markets

    6 days ago

    Toronto, ON, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    2 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Client Portfolio Manager, Private Markets page is loaded Client Portfolio Manager, Private Markets Apply locations Toronto, ON time type Full time posted on Posted Yesterday job requisition id 2320980 We’re building a relationship-oriented bank for the modern world. We need...

  • Client Portfolio Manager, Private Markets

    4 weeks ago

    Toronto, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Director, Private Client Sales

    1 week ago

    Toronto, ON, Canada GreensKeeper Asset Management Inc. Full time

    Position:Director, Private Client Sales (Full-Time) Overview:GreensKeeper is a privately owned boutique wealth management firm with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth. Job Description:You are an experienced and motivated salesperson with a proven...

  • Director, Private Client Sales

    7 days ago

    Toronto, ON, Canada GreensKeeper Asset Management Inc. Full time

    Position:Director, Private Client Sales (Full-Time) Overview:GreensKeeper is a privately owned boutique wealth management firm with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth. Job Description:You are an experienced and motivated salesperson with a proven...

  • Portfolio Associate

    4 weeks ago

    Toronto, ON, Canada Yorkville Asset Management Inc. Full time

    ABOUT USYorkville Asset Management is a boutique wealth management service provider that caters to affluent Canadians and institutions. Yorkville operates from its head office in Toronto, and through two satellite offices in Calgary and Ottawa. Yorkville’s competitive advantage is derived from its focus on client services, natural bias to investing in the...

  • Manager - Portfolio Management Oversight

    2 days ago

    Toronto, ON, Canada TD Bank Full time

    We’re committed to providing fair and equitable compensation to all our colleagues. As a candidate, we encourage you to have an open dialogue with a member of our HR Team and ask compensation related questions, including pay details for this role. Job Description: Department Overview:  Wealth Shared Services Governance & Control (G&C) is responsible...

  • Director, Private Client Sales

    4 days ago

    Toronto, ON, Canada GreensKeeper Asset Management Inc. Full time

    Position : Director, Private Client Sales (Full-Time)  Overview: GreensKeeper is a privately owned boutique wealth management firm with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth.   Job Description: You are an experienced and motivated salesperson...

  • Client Solutions Manager, Private Client Services

    1 month ago

    Toronto, Canada Gallagher Full time

    About Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by _The Gallagher Way_, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that...

  • Private Client Associate

    4 weeks ago

    Toronto, Canada K.J. Harrison & Partners Inc. Full time

    **Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

  • Account Executive

    1 month ago

    Toronto, Canada Aon Corporation Full time

    Posting Description: **Account Executive / Private Client** **Aon is in the business of better decisions** **As** At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and...

  • Account Executive

    1 month ago

    Toronto, Canada Aon Full time

    Account Executive / Private Client Aon is in the business of better decisions As At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. Each of our clients has...

  • Asset Management Associate

    1 day ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.Our customized services include sophisticated financial planning and tax strategies,...

  • Asset Management Associate

    2 days ago

    Toronto, ON, Canada CI Private Wealth Canada Full time

    CI Private Wealth specializes in managing the affairs of successful Canadian families. As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.Our customized services include sophisticated financial planning and tax strategies,...

  • Client Solutions Manager, Private Client Services

    1 month ago

    Markham, ON, Canada Arthur J. Gallagher & Co. (AJG) Full time

    Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Director, Private Client Sales

    5 days ago

    Toronto, Canada GreensKeeper Asset Management Inc. Full time

    Position : Director, Private Client Sales (Full-Time) Overview: GreensKeeper is a privately owned boutique wealth management firm with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth. Job Description: You are an experienced and motivated salesperson with...

  • Director, Private Client Sales

    5 days ago

    Toronto, Canada GreensKeeper Asset Management Inc. Full time

    Position : Director, Private Client Sales (Full-Time) Overview: GreensKeeper is a privately owned boutique wealth management firm with a 12-year track record of success. We are looking to hire an exceptional salesperson to join our tight-knit team and further accelerate our growth. Job Description: You are an experienced and motivated salesperson with a...

  • Client Solutions Manager, Private Client Services

    6 days ago

    Toronto, Canada Gallagher Full time

    Overview Our Private Client Solutions team is growing! As the Client Solutions Manager reporting to the Vice President of Private Client Solutions, you will be working directly with clients in delivering the world-class customer service Gallagher is so well known for. You will effectively be handling a Private Client book of business, guiding and advising...