Overview
Managing Director & Head, Family Office Jobs in Toronto, Canada at CIBC
Position: Managing Director & Head, CIBC Family Office
Overview
We’re building a relationship-oriented bank for the modern world. CIBC embraces strengths and ambition, empowering employees to make a meaningful impact. Our team members are valued for their contributions.
Responsibilities
- Lead the CIBC Family Office in Canada, setting vision, strategy, and operating model to deliver integrated advisory services to Ultra‑High Net Worth (UHNW) individuals and families.
- Oversee a portfolio of 25–50 high‑profile UHNW relationships, ensuring exceptional service, rigorous governance, and “One CIBC” delivery aligned to risk appetite and reputation.
- Manage all channels of family office services including cash management, credit structuring, investment management, estate planning, tax strategies, philanthropy, succession planning, and day‑to‑day administration.
- Act as trusted advisor, coordinating with internal and external specialists to provide seamless, holistic financial stewardship.
- Develop sales and service capabilities to deepen relationships and acquire/retain UHNW clients, collaborating with CIBC Capital Markets, Commercial Banking, Wood Gundy, CPIC, Bank USA and Caribbean, Imperial Service, and external COIs.
- Establish performance‑management disciplines (KPIs, dashboards, pipeline governance, capacity models) to scale delivery and improve client outcomes.
- Provide senior relationship executive oversight for end‑to‑end coordination of planning, advice, and servicing for a select group of UHNW families.
- Ensure consistent delivery of advanced financial planning, wealth structuring, governance, wealth transfer, philanthropic planning, and liquidity planning.
- Own the end‑to‑end engagement model, implementing service standards for timeliness, quality, and client experience.
- Build, lead, develop a high‑performing team of Regional Heads of Family Office across Canada.
- Own business planning, budgeting, forecasting, and financial performance for the function.
- Maintain strong controls over onboarding, due diligence, documentation, privacy, conflicts, complaints, and monitoring.
Qualifications
- Bachelor’s degree (MBA or advanced degree preferred).
- 10+ years of leadership experience in UHNW wealth management, private banking, and/or family office.
- Proven ability to build, scale, and govern a complex advisory platform.
- Experience managing a select portfolio of sensitive, high‑profile UHNW relationships with executive visibility.
- Strong knowledge of balance sheet and cash‑flow planning, complex credit, investment governance, and Canadian wealth‑planning topics.
- Comfort with multi‑jurisdiction considerations and heightened due diligence expectations.
- Executive presence and facilitation skills for family governance discussions.
- Excellent judgment, discretion, and confidentiality management.
- Stakeholder management across senior executives and control functions.
- Business‑management skills in KPIs, pipeline governance, capacity planning, continuous improvement.
- Clear, concise written and verbal communication; ability to drive accountability through a matrix model.
Benefits
- Competitive salary and incentive pay.
- Banking benefits, defined benefit pension plan, employee share purchase plan.
- Vacation offering, wellbeing support, and Moment Makers recognition program.
Additional Information
- CIBC is committed to an inclusive environment. Applicants with a range of abilities are welcome.
- Applicants must be legally eligible to work in Canada, and, where applicable, have a valid work or study permit.
- AI tools may be used during the recruitment process.
Job Location
Toronto-81 Bay, 12th Floor
Employment Type
Regular
Weekly Hours
37.5
Skills
Banking, Family Office, Private Banking
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Title: Managing Director & Head, Family Office
Company: CIBC
Location: Toronto, Canada
Category:
