This role at CIBC Global Asset Management (CGAM) involves centralizing and constructing high-net-worth investment proposals, translating advisor objectives into portfolio construction, asset allocation, and manager selection. The manager will also coordinate cross-functional go-to-market strategies, support National Accounts with dealer-focused initiatives, and provide analytics for data-driven programs to enhance lead pipelines and asset under management (AUM) growth. CGAM manages over $300 billion in assets and provides global investment management solutions to various clients.
Centralize high-net-worth investment proposal construction: Develop and manage Investment Consulting Service (ICS) proposals, detailing personalized investment strategies, recommended asset allocations, investment manager selections, and portfolio construction based on client objectives, risk tolerance, and time horizon. Construct portfolios from curated strategy lineups including separately managed accounts, pooled funds, and alternative investments. Maintain a centralized repository, standardized templates, and quality controls.,Facilitate cross-functional go-to-market execution: Drive collaboration across sales, marketing, product, and technology teams to deliver integrated go-to-market strategies that accelerate AUM growth and expand market penetration.,Enhance market access through strategic dealer engagement: Support the National Accounts team in cultivating relationships with key external stakeholders like dealer management, research analysts, and platform gatekeepers to broaden distribution channels and advocate for CGAM solutions.,Advance data-driven distribution and decision-making initiatives: Provide support for programs leveraging data analytics and process automation to deliver a robust pipeline of high-value prospects to regional sales teams, driving business development and improving conversion rates.
Motivated by collective success and able to work collaboratively.,Resourceful in a matrixed environment, connecting with internal partners and navigating dependencies.,Goal-oriented, willing to take a 'hands-on' approach, striving for 'best-in-class' performance standards.,Exudes integrity and acts in the best interests of investors, conducting business ethically and legally.,Exceptional communication skills (written and oral), recognized by clients, team members, and industry peers.,Digitally savvy, combining creativity with process discipline, leveraging data analytics, dashboards, and process automation.,Degree/diploma in Business, Finance and/or Economics.,Adheres to values of trust, teamwork, and accountability.
Degree/Diploma
37.5 hours/week
Must be legally eligible to work in Canada and, if applicable, possess a valid work or study permit.
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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