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

What you’ll be doing

As a Family Office Specialist, you’ll provide customized support to ultra-high-net-worth clients and their family offices. Your role is critical in delivering consolidated reporting, document management, and expense management solutions. Working closely with clients, their staff, CIBC relationship managers, and internal teams, you’ll ensure seamless implementation and ongoing service.

How you’ll succeed

Act as a key point of contact: Serve as the primary contact for day-to-day operations and escalations related to Family Office services.

Manage client relationships: Oversee a select portfolio of clientele, ensuring exceptional service delivery and satisfaction.

Facilitate platform transitions: Lead client transitions to the SEI Archway platform, including the preparation and execution of client service agreements.

Collaborate with stakeholders: Partner with SEI Archway teams, relationship managers, and advisors to meet client deliverables and build internal awareness of Family Office services.

Provide expertise: Act as a subject matter expert on Family Office offerings and deliver ongoing education to business partners.

Maintain service excellence: Monitor and address client needs while continuously improving processes to meet changing demands.

Who you are

Financially savvy: You hold a degree in accounting or finance and have 5–10 years of experience in investment performance, public accounting, or fund accounting.

Detail-oriented professional: Your expertise includes monthly/quarterly close processes, account reconciliations, journal entries, and expense reporting.

Technical expert: You’re experienced with accounting software (SEI Archway and First Rate preferred) and have a strong understanding of investment performance calculations (TWR, XIRR) and trust accounting.

Strong communicator: You excel in verbal and written communication, with the ability to convey complex information clearly to clients, intermediaries, and colleagues at all levels.

Problem solver: You have excellent analytical and problem-solving skills, including root cause analysis and developing controls to prevent recurring issues.

Team player: You’re adaptable, effective in both independent and team environments, and can meet the evolving needs of clients and relationship managers.

Tech-savvy: Proficient in MS Office applications with excellent presentation and interpersonal skills.

What success looks like

Successful management of Family Office client relationships, ensuring seamless day-to-day operations and issue resolution.

Effective platform transitions that meet client expectations and service agreement requirements.

Increased internal awareness and utilization of Family Office services through advisor education and collaboration.

Ongoing improvement of processes and controls to maintain accuracy and prevent errors.

Positive client feedback and strengthened relationships with ultra-high-net-worth clients and their family offices.

California residents — your privacy rights regarding your actual or prospective employment 

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $110,000 - $135,000 for the Indiana market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.  

CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays,  and 401(k), in addition to other special perks reserved for our team members.   

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. 

This position does not offer relocation or visa sponsorship.  

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IN-Indiana - Virtual

Employment Type

Regular

Weekly Hours

40

Skills

Client Service, Customer Experience (CX), Long Term Planning, Personal Initiative, Stakeholder Relationship Management, Work Collaboratively