Sr. Manager, CRM Enablement - Private Wealth ...

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 ( As a member of CIBC's team, the Sr. Manager, CRM Manager is responsible for contributing to projects that impact the business through in-depth research analysis, interpretation, documentation, and advice on moderately complex business information. The role applies subject matter expertise to consult with the business on process improvements, leading the technical development to deliver high quality processes and procedures while ensuring compliance with CIBC requirements standards, work practices, processes, security standards and policies. The Sr. Manager, CRM Manager uses independent judgement to provide guidance to project teams, applying a comprehensive, conceptual and practical understanding of the area of specialization to a wide range of business and technical situations while analyzing business performance. The role participates in risk management and cost optimization projects, supporting the execution of a satisfactory risk plan that incorporates successful audit, and continuous audit and monitoring. The role focuses on overall CRM adoption, enhancement requests, user support, aligning with business on priorities, reporting, and Line of Business specific change management within Private Wealth Management (PWM) and Private Banking. The role will be closely connected to the Business Management teams in PWM and Private Banking to address enhancements, guide Salesforce roadmap, and priorities through the operating model on behalf of the business. This position is instrumental in developing a deep understanding of PWM Sales/Support processes to drive adoption through initiatives where Salesforce can replace manual workflows, show best practices, and value where CRM can used to be an effective client and team management tool. This role will work closely with Line of Business stakeholders, Product team, and Marketing to ensure CRM adoption, collaboration, and address any enhancement, development requirements, and testing on behalf of PWM/PB. This role will also work closely with the CRM Enablement Director, CRM Product Manager, and Tech/Data organizations to ensure LOB and Salesforce CRM goals are aligned. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Understanding the Business - Become the subject matter expert on business processes and priorities across the PWM and PB lines of business. Build strong relationships, lead discussions, listen and ask the right questions to ensure solutions meet requirements. Relationships & Organization - Oversee requests from various stakeholders and thoughtfully create and/or edit a wide variety of presentation and communication materials (e.g. key messages, communication plans, tactical deliverables, presentations etc.). Work across multiple business, product, and technical groups to prioritize and realize requests from concept to technical solution. Communication & Change Management - Superior interpersonal and communication skills sufficient to convey or present factual and conceptual information on issues which require detailed explanation and interpretation. Lead adoption across all levels of expertise by developing and carrying out effective change management strategies. Leading and Mentoring - Support end-to-end project implementation as a subject matter expert, and provide guidance to a diverse team of technology and project professionals. Maintain a collaborative work environment and support team members to resolve organizational, operational, and process problems.. Who you are You have a degree/diploma in Finance, Computer Science, Business, and/or a related field, and you've spent at least 3-5 years in a role with exposure to Private Wealth Management with an understanding of Wealth products and business processes. It's a significant asset if you have experience with Salesforce or CRM governance or technology delivery. You have knowledge of Salesforce, a technology acumen, and/or practice in Agile Methodology You have working knowledge of financial product concepts and calculations (bond amortization, accrued income, expected income, yields). You're driven by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do. You give meaning to data. You enjoy investigating complex problems, and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. Must have experience using SQL, Azure Dev Ops, Quality Assurance, and advanced Microsoft Excel skills. Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability."‹ California residents "” your privacy rights regarding your actual or prospective employment ( 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 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 IL-120 S LaSalle St, 8th Fl Employment Type Regular Weekly Hours 40 Skills Analytical Thinking, Business, Business Effectiveness, Change Management, Communication, Detail-Oriented, Large Group Presentations, Process Improvements At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Created: 2024-11-05