Special Advisory Services - Client Liaison - Vice President
TwinThread
The Special Advisory Services team at J.P. Morgan is a dedicated group of senior advisors and subject matter experts committed to delivering strategic, high-impact guidance to the firm’s most valued clients. Leveraging J.P. Morgan’s extensive in-house expertise, the team provides advisory services that extend well beyond traditional M&A and financing, encompassing critical areas such as artificial intelligence, cybersecurity, digital assets, geopolitics, healthcare, and sustainability. Designed for clients seeking deep, long-term partnerships with the firm, the team offers tailored solutions, thought leadership, and actionable insights. By collaborating closely with bankers, product partners, and central marketing and communications, Special Advisory Services ensures our most significant clients receive holistic support at pivotal moments, helping them navigate complexity, seize emerging opportunities, and achieve their strategic objectives. Job Summary The VP-level Client Liaison is responsible for managing relationships with priority clients, supporting outreach and delivery of advisory services, and ensuring seamless communication between clients and internal stakeholders. Job Responsibilities Manage a portfolio of top-tier and growth clients, serving as their primary point of contact. Develop and execute outreach strategies, including responses to reverse inquiries. Support the creation of agendas for key client meetings and roadshows. Track client pipeline, maintain sector/regional themes, and report on engagement outcomes. Collaborate with bankers and product partners to deliver tailored advisory solutions. Contribute to the development of marketing content and client-facing materials. Maintain accurate records of client interactions and feedback. Required Qualifications, capabilities, and skills Experience in client relationship management, investment banking, or consulting. Strong communication, organizational, and project management skills. Ability to synthesize complex topics and present insights clearly. Collaborative mindset and client-first orientation. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr TwinThread
- The Special Advisory Services team at J.P. Morgan is a dedicated group of senior advisors and subject... ...impact guidance to the firm’s most valued clients. Leveraging J.P. Morgan’s extensive in... .... Job Summary The VP-level Client Liaison is responsible for managing relationships...Suggested
- TwinThread is seeking a VP-level Client Liaison in New York to manage relationships with priority clients. This role involves supporting outreach and delivering advisory services while ensuring seamless communication between clients and internal stakeholders. The ideal...Suggested
- A leading financial institution in New York seeks a VP-level Client Liaison to manage relationships with priority clients and ensure seamless... ...client meetings, and collaborating with bankers for tailored advisory solutions. Strong experience in client relationship...Suggested
- Description JKJ Financial Services is a boutique advisory firm specializing in advanced life insurance strategies for high-net-worth and ultra‑high‑net‑worth clients. The firm is led by a highly respected industry specialist and is known for delivering customized solutions...SuggestedWork at office
- ...Vice President, Director Advisory Services As a Vice President on the Director Advisory Services (DAS) team you will play a key role specializing in the Referral (Search) business. Your role centers on... ...alignment with strategic GIB VIP clients and breakthrough company...Suggested
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PineBridge Investments is seeking a Vice President or Senior Vice President, Client Relations Manager who will lead... ...Intermediary Business, including 40-Act sub‑advisory relationships. The role focuses on... ...flows and revenue growth. Client Service, Communication, Reporting Deliver...Local area3 days per week$15.39 - $19.67 per hour
...CLIENT SERVICE COORDINATOR JOB SUMMARY The Client Service Coordinator (CSC) drives the flow of clients and pets through the hospital,... ...Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc....Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ...Founded with a mission to protect and empower clients through every stage of life, Rampulla &... ...Located in Staten Island, New York, we specialize in elder law, estate planning, business... ...compassionate, personalized legal services that address our clients’ greatest concerns...Daily paidWork at officeMonday to FridayFlexible hoursAfternoon shift
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...Full Time Exempt Description An Astoria-based General Contracting company is seeking a highly organized and detail-oriented Client Services Liaison to support the Client Services Manager with daily administrative and operations functions of the Client Services department...Full timeFor subcontractorWork at office- ...Vice President of Client Services About the Company Fast-growing, strategy-led marketing consultancy partnering with brands in CPG and beyond. Industry Marketing and Advertising Type Privately Held Founded 2019 Employees 11-50 About the Role...
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...New York Client Services Supervisor Bonhams is a global auction house with an 18th century... ...oversee offsite auctions, marquee sales, and special events requiring elevated operational... ..., auctions, phone bidding, sale liaison coverage, front-of-house support to ensure...Temporary workSummer holidayWork at officeFlexible hoursWeekend workAfternoon shift$150k - $200k
...Client Services Executive Candidates must already be living in the Northeast and willing to travel throughout the NYC and Boston Metro... ...of (but is not limited to) the following services offerings: Advisory, Lab, Supply Chain, Deployment, Strategic Resourcing, Lifecycle...Full timeFor subcontractor- ...Advisors , we’re more than a financial services firm — we’re a partner for business owners... ...solutions to deliver a white-glove client experience from start to finish. We’re... ...impact on client experience in a growing advisory firm. A collaborative culture that values...Remote jobFull time
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Join to apply for the Client Advisory Manager role at Veris Insights . Base pay range $80,000.00/yr - $92,500.00/yr The Company You’ll Join... ...widest range of experiences and perspectives in our member service and internal culture, we never discriminate on the basis of...Full timeWork at officeRemote workVisa sponsorship$17.31 per hour
...This job partners with assigned Client Managers to maintain and grow... ...are met. Serves as the sales liaison between group administrators... ...(Health Now Administrative Services) offers flexible, cost-effective... ...benefit design analysis for specialized proposals and quotes. Runs...For contractorsLocal areaFlexible hours$23 - $31 per hour
Job Description The Client Services Manager will support daily operations by coordinating between clients, vendors, and various Steiner departments... ...security to manage clients' access, vehicle logistics, and special requirements, on an as-needed basis. Ensure clientspaces are...Hourly payFlexible hoursNight shift- ..., compassionate, and high-quality care to clients throughout the New York City metro area, Upstate NY, and Connecticut. We specialize in placing top-tier private hire caregivers... ...process. Position Summary The Client Services Coordinator at Holistic HomeCare Associates...Work at officeAll shifts
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe... ..., we’re looking for a Senior Client Service Manager to join our Commercial team. In... ...market/geography, complexity or scope, specialized skill set, lines of business/practice area...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$225k - $300k
...Partners is a global advisory-focused investment bank... ...advisory, restructuring and special situations and private... ...and placement services to corporations, financial... ...designed to help our clients achieve their... ...Oil & Gas Associate or Vice President will be a critical member...- ...Capital is a boutique M&A and PE advisory specializing in cross-border... ...expertise in Technology & Services, Education, Healthcare, Financial... ...the US market and seeking a Vice President to lead that charge. The Role... ...originating and developing client relationships, and playing...Remote work
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## Vice President, Client ServiceApplylocations: New York, World Trade Center: Washington, Work from Home: California, Work from Hometime type... ...comprehensive, affordable coverage for a range of health services* Health Savings Account/FSA* Dental, Vision and benefits to...Work experience placementLive inWork at officeWork from home$160k - $200k
...global investment bank that provides financial and valuation advisory services. Our Real Estate Valuation & Advisory Services (REVS) practice... ...Analysts and Associates on real estate asset classes. Manage client relationships, lead financial due diligence sessions, manage...- ...private markets platform, offering institutional clients access to private equity across primaries,... ...is now structured to deliver a higher level of specialization across its core functions: fundraising, client service, product development, and business development....
- A leading commercial bank is seeking a Vice President, Client Onboarding & Operational Services to own and elevate the client experience from first introduction... ...client satisfaction trends. Serve as the primary liaison across departments , ensuring issues are resolved quickly...
- Our client, a leading professional services firm, is seeking to identify a Private Client Services (PCS) Tax Partner to provide tax compliance, consulting, and advisory services to high-net-worth individuals, families, trusts, estates, and closely held businesses. This...Local area
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...your help. Care to join us? The Role The Client Value Partner (CVP) role is a key... ...cross-functional Celonis teams, such as Servicing, Product & Engineering Mentor customers... ...Customer Advocacy Organize and lead customer advisory boards to address industry-specific challenges...Full timeContract workFor contractorsFor subcontractorWork at officeWorldwide$230k - $350k
...consultancy with deep expertise across Financial Services, Energy & Utilities, Healthcare & Life... .... With 600+ AI experts, 50+ enterprise clients, and five global locations, we work side... ...banking experience is a plus, but specialized expertise in Insurance/Wealth is highly...- ...Wireless/Mobility Email, Collaboration, Directory Services, Shared Files Services Intuitive Services: Professional and Advisory Services Elastic Engineering Services... ...Be a consultative thought leader. Identify client needs, deliver strategic insights, and position...Full timeImmediate start
- ...consulting, and customer obsession to accelerate our clients’ businesses through designing the products and services their customers truly value. Overview Senior... ...financial discipline across all engagements. Strategic Advisory Provide insights into industry trends,...
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