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 (https://www.cibc.com/en/about-cibc.html) **What You’ll Be Doing** The Senior Manager, Insurance and Trust Services, will be responsible for all insurance and Trust products and offerings; identifying and developing new products as warranted to meet changing market conditions, and providing ongoing support to existing products. This role will also directly support all Estate Planning Specialists (EPSs) and Senior Trust and Estate Consultants (STECs) across the country, and work with internal partners and external centers-of-influence to pro-actively grow the insurance and Trust business lines. In addition, the role creates a proactive client service environment, maximizing team productivity and client servicing effectiveness, by providing strategic direction, effective business planning and technical information or advice to staff. As champion of these products and services, this position contributes significantly to the achievement of CIBC Private Wealth’s strategic and financial goals. As an integral part of the Financial Planning team, this role will ensure that the products supported are fully aligned and integrated with CIBC Private Wealth’s financial planning and high net worth client strategies. _At CIBC we enable the work environment most optimal for you to thrive in your role. You’ll have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 1-3 days per week on-site, while other days will be remote._ **How you’ll succeed** + **Leadership and Oversight-** You will create a positive work environment by championing CIBC’s mission, vision and values and maintaining effective client servicing practices and disciplines; building team and individual capabilities in order to deliver exemplary service performance and acting as a mentor to assist them with technical skills development to ensure that they meet capabilities and knowledge levels to satisfactorily perform jobs. You will act as a technical resource for all staff on estate planning and administration issues and to other internal CIBC departments as appropriate; conducting/coordinating research as needed, Raising the profile of CIBC Trust within CIBC and/or community through presentations, education and training to the targeted CIBC delivery network, client seminars and external professional centers of influence as assigned and will maintain a high degree of diverse knowledge and understanding of changing legislation, jurisprudence and will & estate planning; + **Market Intelligence-** Being aware of relevant market trends, consumer research and industry information for the purpose of identifying opportunities aligned with Private Wealth's overall strategic objectives. You will systematically obtain input from IAs, EPSs, and STECs to evaluate existing offerings to determine if product meets market/client needs, recommending product enhancements or rationalization as indicated. You will develop strong relationships with industry contacts to be able to provide us with competitive information on an ongoing basis and maintain comprehensive competitive information on insurance and Trust product and service offerings. + **Product and Business Management-** You will work closely with vendors and internal groups to ensure effective and efficient business and operating processes are in place and are implemented and managed appropriately to support excellent client service, growth and profitability, as well as all product changes are implemented on a timely basis, all forms and supporting materials and processes are updated, and all necessary parties, including clients, are informed of changes. You will act as a product champion/liaison/resource with Executive, regional and branch management; Investment Advisors, Sales Assistants, Branch Administrators, Estate Planning Assistants and Associate Trust and Estate Consultants and work with internal partners such as Marketing, Legal and Compliance to maintain an updated current library of informative client-friendly brochures and collateral materials. As product champion, train and develop Investment Advisors, EPSs, and STECs to enhance their understanding of all products. You will develop proposals, assess the impact to technology, back office, as well as effectiveness and feasibility of proposed changes, and make recommendations to executives, in addition to creating and implementing a regional plan for sourcing business and raising awareness of Trust and insurance products and services. You will assess new business opportunities, gather all required information, identify potential risks and provide mitigation strategies; provide Trust and Insurance training sessions to target partner audiences, participate in client seminars and prepare accurate and timely monthly reporting on business development activities; work with CIBC Trust and insurance partners to ensure the smooth onboarding of new clients. **Who You Are** + **You have knowledge** of project management skills, product management principles sufficient to identify, develop and implement approved initiatives; excellent knowledge of corporate and insurance products in a financial planning context and extensive knowledge of jurisprudence, legislation and regulations pertaining to the administration of Estates and Trusts. + **You can demonstrate well-developed knowledge** of estates/trust law and an understanding of the administration of estates, trusts and powers of attorney/guardianship typically gained from 10+ years of experience in the estates and trusts industry. You have developed knowledge in several areas of industry/client/regulatory activity sufficient to interpret, analyze and apply relevant issues and developments, remaining current on internal and external operational structures/procedures/approaches, technology, legislation, and market factors. + **You are a leader, or aspire to be one** . You have a passion for helping people succeed, you are not afraid to challenge the status quo, change & innovation are part of your DNA. You have developed presentation skills, highly developed writing skills, and influence skills sufficient to accomplish promotion/negotiation on CIBC's behalf and to motivate others to achieve results or convince others of the value of preferred options or alternatives in situations where distinct differences of opinion or approach exist. + **Values matter to you** . You bring your real self to work and you live our values– trust, teamwork and accountability **\#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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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. *Subject to 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, French proficiency, 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. **Expected End Date** 2025-02-18 **Job Location** CIBC Square Banking Centre **Employment Type** Regular **Weekly Hours** 37.5 **Skills** Analytical Thinking, Business Effectiveness, Client Service, Communication, Detail-Oriented, Large Group Presentations, Process Improvements, Relationship Management, Teamwork 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.