Director, Asset Management

2 weeks ago

Old Toronto, Canada Canadian Imperial Bank of Commerce Full time
End Date: November 30, 2024 (13 days left to apply)

Job requisition id: 2418427

We’re building a relationship-oriented bank for the modern world. p>

What you'll be doing

As the Director, Indigenous Trusts, you are accountable for providing leadership and oversight to the Indigenous Trusts Team and may manage a small portfolio that is complex in nature. You create a proactive client service environment, maximizing productivity and client servicing effectiveness by providing strategic direction and effective business planning. You will report to the Executive Director & COO, CIBC Trust.

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

  • Client Engagement: Working with the Indigenous Banking – Trust Services Team to support the growth of the Indigenous market and enhance the client experience. Monitoring losses, client complaints, and other corporate requirements in regard to client account administration and mentoring the team on technical aspects. Identifying systemic issues and/or trends and implementing changes to mitigate risk and close gaps.

  • Collaboration: Partnering effectively with internal experts from the Investment Management and Tax Department, to provide oversight and guidance on client investment and tax issues. Building strong relationships within CIBC including Indigenous Banking, Commercial Banking, Wood Gundy, CAMI, and CPIC partners and external service providers.

  • Relationship building: Consulting with the Executive Trust Officer(s) matching account relationship profile (needs and objectives) and level of expertise and complexity with appropriate staff to ensure proper file management and client satisfaction.

  • Leveraging technical knowledge: Staying current on legislative changes, industry practices, and social trends/technological advancements that impact clients (e.g. digital assets, social media, etc); Acting as rotating chair and participate in Management Discretionary Committee meetings. Challenging traditional methods of trust administration to better align with current digital advancements. You find meaning in relationships and surround yourself with a diverse network of partners. You have experience coaching employees and inspiring successful team performance.

    Working with CIBC makes you a part of a work environment committed to our clients, employees, and communities - a place where you can excel.

    Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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