Private Banking Region Head, Midwest at CIBC in Milwaukee

Private Banking Region Head, Midwest

Location: Milwaukee, WI

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 the Private Banking Region Head, Midwest, you’ll lead, grow, and manage a team of experienced Private Bankers and advisors across St. Louis, MO, Milwaukee, WI, and Birmingham, MI, while driving sales performance and expanding the region’s client base. You’ll partner closely with Private Wealth Management leaders, Private Banking leadership, and practice leaders to develop and execute growth plans focused on loans, deposits, assets under management, revenue, and profitability. You’ll help set the tone and pace for the market by actively supporting new client acquisition and retention, identifying opportunities through direct market outreach, internal CIBC partnerships, and affiliated organizations. You’ll also ensure the team is equipped to deliver an exceptional client experience while managing risk and portfolio quality effectively.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work of this role, you'll generally be on-site full-time with flexibility.

How you'll succeed

• Business growth and market leadership - Drive regional growth by expanding loans, deposits, and new client relationships while identifying opportunities to deepen client engagement through assets under management and referrals to other lines of business, including Commercial Banking.

• Team leadership and talent development - Recruit, lead, and develop a high-performing team of Private Banking advisors, Market Managers, Private Bankers, and Associates through clear direction, coaching, performance management, and ongoing professional development.

• Client acquisition and relationship management - Lead by example in acquiring new clients and strengthening existing relationships by identifying lending, deposit, and broader banking opportunities that align to client needs.

• Risk and portfolio oversight - Oversee balance sheet, profit and loss, and risk management metrics across the region, including loans, deposits, banking fee income, portfolio quality, fraud management, portfolio reviews, renewals, and collection of key financial information.

• Credit structuring and execution - Ensure consistency in deal structuring and underwriting by aligning client needs with appropriate risk mitigation, supporting detailed credit analysis, and contributing to the successful progression of deals through approval and closing.

• Partnerships and market presence - Strengthen CIBC's presence in the market by building strong internal and external partnerships, participating in local market and industry events, and sharing insights on sales practices, business trends, and unmet client needs.

Who you are

• You're an accomplished sales and relationship leader. You bring a strong track record of building trusted relationships, growing wealth management assets, and delivering tailored banking solutions for high-net-worth clients.

• You have deep private banking experience. You bring at least 15 years of experience developing and managing lending, deposit, and asset management relationships with high-net-worth individuals, families, and institutions.

• You have strong credit and financial expertise. You have demonstrated experience in credit analysis, underwriting, risk identification, and portfolio management, along with working knowledge of investment portfolios and trust solutions. A bachelor's degree in Business, Finance, Accounting, Real Estate, Economics, or a related field is required, and formal credit training is an asset.

• You're a strategic and inspiring people leader. You have experience setting team direction, coaching employees, building talent pipelines, and creating an inclusive environment where people can perform at their best.

• You communicate with impact. You have exceptional presentation, verbal, and written communication skills, along with strong proficiency in Microsoft Office and advanced financial analysis and modeling capabilities.

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

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At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $215,000- $285,000 for the Milwaukee, WI 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.

This position does not offer visa sponsorship.

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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

WI-Milwaukee, 743 N Water St

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Business Development, Business Growth Strategies, Client Service, Customer Experience (CX), Group Problem Solving, Investment Advising, People Management, Wealth Management