Managing Director & Head, CIBC Family Office

Job Description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com The Managing Director (MD) and Head, CIBC Family Office is responsible for leading the CIBC Family Office in Canada, setting the vision, strategy, and operating model to deliver integrated advisory services to Ultra-High Net Worth (UHNW) individuals and families. In addition to national leadership accountabilities, this role personally oversees a select portfolio of 25–50 high-profile UHNW relationships, ensuring exceptional service, rigorous governance, and coordinated “One CIBC” delivery aligned to the bank’s risk appetite and reputational standards. This role involves overseeing all channels covering the key aspects of CIBC Family Office services, including cash management, credit structuring, investment management, estate planning, tax strategies, philanthropy, succession planning, and day-to-day administration. The Managing Director and Head, CIBC Family Office acts as a trusted advisor, coordinating with internal and external specialists to ensure seamless service and holistic financial stewardship. The Managing Director and Head, CIBC Family Office is accountable for developing the sales and service capabilities to support our strategic priorities of deepening client relationships and acquiring and retaining clients in the UHNW segment. As an organizational leader, this role champions: CIBC employee experience principles: Always professional … so our team members can excel and be their best professional self. Radically simple … so our team members can focus on what they need to do and make an impact. Genuinely caring … so our team members can feel valued for who they are and what they contribute. CIBC leadership capabilities: Envisions the future… to innovate purposefully to create new value and harness new capabilities in order to meet the evolving needs of our diverse stakeholders. Inspires hearts and minds… to build an inclusive culture where we make bold choices, collaborate, and empower others to take chances and do what’s right for our stakeholders. Drives action and impact, together… to align with urgency around what matters, making decisions with speed and always making a real difference. What You’ll be Doing Execute the CIBC Family Office strategy aligned with CIBC Commercial Banking and Wealth Management (CBWM) objectives as determined by and in conjunction with the SVP and Head of Private Banking and Family Office. Build internal partnerships across CIBC Capital Markets, Commercial Banking, Wood Gundy, CIBC Private Investment Counsel (CPIC), Bank USA and Caribbean and Imperial Service, and external Centres of

Required Skills