Cibc
Sr. Consultant, Business Effectiveness - Client Onboarding
Chicago, IL · Senior
No sponsorshipDetected 1 day ago
AI OrchestrationProduct StrategySalesforceVendor ManagementRecruitingLeadershipCommunicationProblem SolvingCritical ThinkingMicrosoft Office
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- We need talented, passionate professionals who are dedicated to doing what's right for our clients.
- Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
- Details on your work arrangement will be discussed at the time of your interview.
Responsibilities
- This role serves as the business product owner and primary business lead for the Client Lifecycle Management platform and the broader client onboarding transformation, accountable for defining, prioritizing, and delivering platform capabilities that improve onboarding outcomes, enhance client experience, strengthen control and governance, and drive operational efficiency.
- Serve as the primary business lead and product owner for the CLM platform implementation, accountable for translating onboarding transformation objectives, operating model priorities, and client experience goals into clear platform requirements, delivery priorities, and measurable outcomes.
- Lead business requirements definition, journey mapping, process design, and user story development across the end-to-end onboarding journey, ensuring requirements reflect front-line, onboarding, KYC/AML, operations, product, technology, risk, compliance, and client needs.
- Act as the primary business point of accountability for interactions with the CLM vendor, system integrator, technology partners, and governance forums, ensuring delivery aligns with agreed scope, timelines, quality expectations, and business outcomes.
- Drive cross-functional stakeholder alignment across Commercial Banking, Treasury Management, onboarding and client service, risk/AML, compliance, legal, operations, product, technology, data, and enterprise governance teams to support timely decisions and coordinated execution.
- Challenge vendor and system integrator design decisions to minimize unnecessary customization, stay close to standard platform capabilities where appropriate, preserve long-term sustainability, and ensure the solution remains scalable, resilient, and extensible.
- Orchestrate business input into platform integrations across CLM, Salesforce, front-end experience, document management, e-signature, KYC/KYB/screening tools, and core banking platforms to support a seamless end-to-end onboarding experience.
- Ensure the platform design supports target-state operating model principles, including stronger intake quality, fewer handoffs, clearer role ownership, improved visibility, standardized workflows, and the ability to support both digital self-service and banker-assisted journeys.
- Partner with front, middle, and back office teams including relationship management, onboarding, KYC/AML, and operations leaders to validate future-state workflows, define role impacts, identify operational dependencies, and ensure the solution is viable in day-to-day execution.
- Embed risk, control, auditability, data integrity, and regulatory requirements into platform design and workflow orchestration, including KYC/AML, KYB, screening, approvals, documentation, exception handling, audit trails, and control monitoring.
Requirements
- You know that relationships and networks are essential to success.
- You are a problem solver.
- You are comfortable translating business needs into clear requirements, functional specifications, prioritized backlogs, delivery plans, and execution decisions.
- You are a bold and accountable leader.
- A bachelor's degree is required; an advanced degree is preferred.
Nice to have
- Experience with CLM platforms such as Fenergo, Actimize, nCino, or CLM Pro is strongly preferred.
- A bachelor's degree is required
- an advanced degree is preferred.
Compensation
- This role has an expected salary range of $120,000.00- -$150,000.00 for the market based on experience, qualifications, and location of the position.
Company info
- At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
- At CIBC we enable the work environment most optimal for you to thrive in your role.
- You bring your real self to work and live our values of trust, teamwork, and accountability.
Visa & Work Authorization
- This position does not offer visa sponsorship.
This listing is sourced directly from Cibc's careers page and normalized into a canonical job model.