• Managing Director - Professional Services Market Lead

    Job Location US-IL-Chicago
    Posted Date 7 months ago(7/20/2018 9:50 AM)
    # of Openings
  • Overview



    CIBC provides tailored commercial, wealth management, personal, and small business financial solutions in the United States through 46 offices in 18 states, as well as cross-border banking services to clients with North American operations. Learn more at


    CIBC is a Toronto-based, global financial institution with a 150 year history, serving 11 million personal and business clients. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. 


    CIBC delivers access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.


    Every year, CIBC is recognized for its business success, community commitment and employee initiatives.  We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.


    CIBC Bank USA is an Equal Opportunity Employer M/F/Disability/Veteran


    The Market Lead’s (ML) primary purpose is to be externally focused to drive new business revenue generation and new client acquisition. The Market Lead will work closely with the Group Head to execute the new business strategy, serve as trusted advisor to strategic clients and be charged with development of relationship planning and strategy. The ML collaborates with the GH and ultimately the RMs and cross sale partners to execute this relationship plan.


    The Market Lead will be responsible for, but not limited to, the following activities.

    Primary responsibility for this position will be that of new strategic relationship acquisition and resulting new business generation.


    • Responsible and accountable for new strategic relationship acquisition and resulting new business generation goals
    • Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline forecasting
    • Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources
    • Drive new business through quality leads from wide network of referral sources and regular prospect visits
    • Assist in structuring new deals to bridge client expectations and bank requirements
    • Collaborate with RM as part of a team to ensure delivery of top-notch client service
    • Provide guidance during credit events for new strategic relationships, including collaboration with RM during analysis and deal approval as needed
    • Participate in initial Fit Assessment discussion with deal team
    • Maintain open line of communication with client as new deal progresses through fulfillment. ML will maintain awareness of deal status
    • Assist RM in deal negotiation should an issue arise
    • Act as Strategic Advisor to clients - as needed
    • Identify new client cross sell opportunities


    • College Degree / Business, Finance, Accounting Economics preferred (MBA desired)
    • Minimum of 5 years of experience as business developer with strong track record of new business generation and CRM experience within the Professional Service Firm segment (i.e. Law Firms, Accounting Firms, Consulting Firms)
    • Excellent Relationship Management Skills with a minimum of 10 years’ experience as a Commercial Relationship Manager
    • Ability to prove credit expertise within a Professional Service Firm segment
    • Ability to identify new strategic relationships with high level of competency within Professional Service Firm segment
    • Desire to actively market both CIBC and its products to potential clients
    • Commercial Credit experience with formal Credit Training
    • Knowledge and understanding of High Net Worth clients and partner loan financing
    • Excellent teamwork and collaboration skills



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