The Senior Manager, Trust at CIBC is responsible for managing and administering complex Trusts and Agency accounts. This role involves leading a small team of trust professionals, collaborating with clients and internal/external stakeholders, ensuring compliance with policies and procedures, and optimizing account administration through process improvements. The position emphasizes strong client service, risk mitigation, and fostering a positive work environment.
Manage and administer complex trust and agency accounts, ensuring timely, accurate, and professional service.,Lead and supervise a small team of trust professionals, providing technical assistance and supporting business unit priorities.,Develop and maintain strong partnerships with clients and stakeholders, ensuring effective and open communication.,Partner with internal experts (Investment Management, Tax Department) and external advisors on client investment and tax issues.,Oversee account investments to align with objectives, documents, and legislation.,Ensure onboarding and account management meet unique client needs and Estate/Trust characteristics.,Establish tracking, monitoring, and compliance with governing documents.,Resolve operational, technical, and discretionary issues related to account management.,Assist in developing and implementing standards, policies, and procedures for administration.,Identify and implement process improvements for account administration.,Supervise staff workflow and provide ongoing technical assistance.,Champion CIBC’s mission, vision, and values, creating a positive work environment.,Ensure compliance with policies, standards, guidelines, and controls.
8 - 12 years of experience in the Estate & Trust Industry.,Detailed knowledge of accounting and investing sufficient to administer a range of moderately complex Trust and Agency Accounts.,Member Trust Institute (MTI) and/or Trust and Estate Practitioner (TEP) designation(s) (asset).,Ability to influence and make an impact through relationships and networks.,Aptitude for investigating complex problems and making sense of information.,Confidence in communicating detailed information impactfully.,Goal-oriented and driven to succeed.,Alignment with CIBC values: trust, teamwork, and accountability.
37.5 hours/week
Must be legally eligible to work in Canada, Willingness to be discussed for on-site/remote work arrangement, Requires accommodation contact for accessibility needs.
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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