Relationship Manager - Private Wealth
$175k - $225kCanadian Imperial Bank of Commerce
What you'll be doing As a Relationship Manager, you will focus on growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within your portfolio. You will align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategy, while actively growing your client base through networking, community involvement, and exceptional relationship management. How you'll succeed Manage client relationships – Oversee a portfolio of high‑net‑worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies. Expand your portfolio – Acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers. Drive profitability – Achieve revenue goals, manage expenses, and monitor overall profit performance, taking timely action when needed. Deliver exceptional service – Foster a high‑touch service culture by leveraging your expertise in investment and wealth advisory services to deliver tailored client solutions. Engage in client events – Participate in client events to deepen relationships and support new business development efforts. Collaborate effectively – Partner across internal teams to provide a seamless, professional, and timely client experience. Ensure compliance – Implement and maintain strong operational and compliance risk controls across all activities. Who you are Educational background – Bachelor’s degree required; MBA, CFA, CPA, or CFP preferred. Wealth management expertise – 5+ years in portfolio management, wealth management, personal tax, or financial planning. Investment knowledge – Strong understanding of investment products and strategies for sophisticated, high‑net‑worth clients. Financial savvy – Skilled in financial analysis and able to offer expert advice on complex, high‑value relationships. Relationship builder – Excellent at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action. Communicator – Confident speaker able to present to small groups and large audiences; strong written skills for proposals and presentations. Service‑oriented – Professional judgment and client‑focused mindset. Risk aware – Solid understanding of operational, regulatory, and compliance‑related requirements. Eligibility You must be legally eligible to work at the specified location(s) and, where applicable, possess a valid work or study permit. My employer may require completion of skill assessments or other tests. Compensation & Benefits Salary range for Houston, TX: $175,000 – 225,000 based on experience, qualifications, and location. Incentive compensation plan and discretionary bonus potential. Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, other insurance plans, Paid Time Off (Sick Leave, Parental Leave, Vacation), Holidays, 401(k). Additional perks including a points‑based recognition program, paid development day, and wellness support. EEO Statement CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants from all backgrounds and provide an accessible candidate experience. Job Location TX-11 Greenway Plaza, Houston, TX Employment Details Employment type: Regular. Weekly hours: 40. #J-18808-Ljbffr Canadian Imperial Bank of Commerce
$175k - $225k
We're building a relationship‑oriented bank for the modern world. We need talented, passionate... ...What you'll be doing As a Relationship Manager, you will focus on growing direct revenue... ...your expertise in investment and wealth advisory services to deliver tailored solutions...Private- Canadian Imperial Bank of Commerce is seeking a Relationship Manager in Houston, TX, to manage and expand a portfolio of high-net-worth clients... ...ideal candidate will have a Bachelor's degree, 5+ years in wealth management, and strong financial analysis skills. A...Private
$90 - $120 per hour
EY is looking for a Seasonal Tax Manager in Houston, Texas, to handle tax planning and compliance for high-growth private companies and their owners. This role allows for remote work within the United States and focuses on reviewing complex individual tax returns, income...PrivateRemote jobHourly paySeasonal work- ...Location: On site Summary The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions... ...individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to...PrivateTemporary workWork experience placementLocal area
- ...site at location listed in job posting Summary The Private Client Relationship Manager (PCRM) is responsible for developing and managing a... ...based approach, providing customized banking, lending, and wealth solutions aligned with First Horizon’s commitment to excellence...PrivateWork at office
$88.83k - $152.28k
...thorough background check on all new hires. As a Relationship Manager - VP, you will manage and grow a portfolio of commercial... ...including Treasury Management, Capital Markets, Wealth Management, and Private Banking. Analyze financial statements and business...Private- ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions:... ...for acquiring, expanding, and maintaining relationships by providing tailored financial services....Private
- ...known for combining personal relationships with forward-thinking solutions... ...banking solutions Manage the flow of loan and deposit... ...Sales Officers, Capital Markets, Wealth and Retail Underwrite loan... ...position is located in a private office. The position is located...PrivateWork at officeLocal area
- ...completed in full. Position Summary: Manages communications initiatives that... ...shape public perception, and strengthen relationships with local, national, and international... ...major from a four year public or accredited private academic institution required ~6+...PrivateWork at officeLocal area
$84.8k - $140.5k
Relationship Manager II Full-Time Houston, TX, US 30+ days ago Requisition ID: 2041 Salary Range: $84,800.00 To $140,500.00 Annually SUMMARY... ...Act. REQUIRED DUTIES Develops and manages a portfolio of private, business and/or industrial clients ranging from complex...PrivateFull timeImmediate start$19 - $23.75 per hour
...& Sales - Acts as a role model for the Manager on Duty program while directing customer... ...that meet customer needs. Is able to build relationships by showing consideration for the... ..., beauty, and jewelry from national and private brands and provides personal services including...PrivateHourly payWorldwideShift work$60k - $90k
Next Generation Business Relationship Manager Being the next generation Business Relationship Manager at East West Bank means you are part of... ...strategically collaborate with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to...PrivateLocal area- ...grow and make your mark at Hines. Responsibilities As a Manager or Senior Manager - Private Wealth Internal Sales with Hines, you will be responsible... ...partners Attend strategic home office visits to establish relationships with key decision makers and encourage strategy...PrivateWork at officeHome office
$60k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build... ...reach further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world‑class team that...PrivateLocal area$149.52k - $175.9k
...Commercial Real Estate, is seeking an experienced Senior Relationship Manager to manage and grow a portfolio of large private and regional homebuilders. This role is... ...Management and Deposits Syndications Wealth Management Facilitate introductions and solutions...PrivateTemporary workWork at officeLocal area3 days per week$60k - $90k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build... ...reach further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world‑class team that...PrivateLocal area- ...Outside Sales Account Manager Date: May 26, 2026 Location: Houston, Texas, US... ...Industrial has been an industry leader providing private label and brand name industrial... ...operational requirements. Maintain strong relationships with existing accounts to ensure...PrivateLocal area
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$19.23 - $38.46 per hour
...specializes in providing businesses with high speed Internet access, private network services, IPv4 address leasing, optical transport... ...field work such as building walks, lobby events, property management relationships, and customer face to face meetings Leverage...PrivateHourly payTemporary workWork at office- ...Partner with the best As a Sales Account Manager - Well Construction, you will be... ...externally to enhance company image and relationships with key stakeholders, partners, and customers... ...wellbeing activities Comprehensive private medical care options Safety net of life...PrivateWorldwide
$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to... ...then a role as a Business Relationship Manager is for you. As a Business... ...network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...PrivateWork experience placementWork at office- ...hiring a Community Outreach & Engagement Manager to join our Communications and Outreach... ...and the communities we serve through key relationships and engaging programming. We are... ...closely related fields in the public or private sector. Minimum of five (5) to seven...PrivateFull timePart timeWork experience placementSummer workSeasonal workWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
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$70.35k - $205.8k
...digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind... ...of capabilities and ecosystem relationships in the industry. Together, you'll do so... ...degree Bonus Points: Experience in Private Markets, Distribution and/or Wealth Technology...PrivateLive inWork at officeLocal area- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting... ...potential and existing clients to foster and maintain relationships. Applicants for this role should be fluent in English,...Private
- Relationship Management | Financial Planning | Existing Client Focus Our client, a growing and highly respected wealth management firm, is seeking an Associate Wealth Manager to join their... ...wealth management, financial planning, private banking, or an RIA environment...Private
- ...Private Wealth Director Northern Trust, a Fortune 500 company, is a globally recognized... ...Director leads and cultivates client relationships across the Wealth Advisory and Private... ...coordinator across all aspects of Wealth Management, helping clients navigate complex...PrivateTemporary workWork at officeFlexible hours
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