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
- ...Job Description The Special Advisory Services team at J.P. Morgan is a dedicated group of senior advisors... ...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...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
$132.1k - $301.6k
...serving the global financial services marketplace and the only professional... ...side by side with a range of clients from our most venerable... ...income tax planning and advisory services to high net worth individuals... ...insight in a function or specialism through analysis and...Work experience placementSummer holidayLocal areaImmediate startFlexible hours- ...investment firm seeks an experienced Client Support/Office Manager to... ...for : US Client Service (55% of time) · Update APX and... ...presentations (entry level) · Advisory channel support o Enter leads... ...and put out meals for special events as needed · Receive...Work at office
- Flynn is looking for an Account Coordinator in New York, NY, to support the client services team. This role involves managing multiple clients and projects with a focus on detail-oriented communication and program management. The ideal candidate has a Bachelor's degree...
- Client Accounting Services (CAS) Manager RedHammer is a fast-growing professional services firm specializing in outsourced accounting for the construction industry. We've doubled our client... ...close processes through strategic advisory services. You'll be the strategic leader...Full timeSelf employmentRemote work
$160k - $275k
...Office (GSFO) is in search of a Vice President to lead an innovative private client accounting and payment services offering for our most... ...background in accounting and tax advisory, who has a passion for... ...entities, properties, and specialized assets. The successful...Full timeTemporary workPart timeWork at office$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$34.61 - $36.05 per hour
...Job Title: Ice Rink Client Service Manager Overview Operations Management role overseeing all daily rink operations to maintain a safe,... ...public skating sessions, private events, group bookings, and special onsite events. Ensure full compliance with company policies,...Full timeSeasonal workWork at officeNight shiftAfternoon shiftEarly shift- ...Introduction At Gallagher, we help clients face risk with confidence... ...management, and consulting services. We’re a community of over 30... ...relationship manager and client liaison, leading increasingly complex... ..., complexity or scope, specialized skill set, lines of business/...Live outWork at officeLocal areaFlexible hours
- ...Senior Vice President, Client Services About the Company A leading global medical communications agency expanding its US leadership team. Industry Public Relations and Communications Type Privately Held About the Role The Company is in search of a Vice President or Senior...
$80k
...national reputation for delivering exceptional services while fostering high-quality work... ...immediate opening for a talented and motivated Client Service Manager for our NYC region. The... ...for all requests for scheduling of special events at the site location. Attend weekly...Immediate start- ...management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re... ...encourage you to apply. How you'll make an impact The Branch Client Service Manager II is responsible for delivering high-quality and efficient...Work at officeFlexible hours
- ...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...Full timeRemote work
- ...Overview As a Client Service Manager II, you will play a key role in delivering exceptional service to our clients, helping them navigate... ..., education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$65k - $72k
...New York, New York, United States On-site Client Service Manager (CSM) The Client Service Manager oversees on-site operations across multiple... ...organized work environment. Oversee vendors and coordinate special projects. Participate in client business reviews and support...Temporary workLocal area- ..., 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
$250k
Advisory Managing Director - FAS Experience a 45X+ award-winning culture... ...they execute excellently for clients Award-winning culture:... ...Embarkers agree that we offer special and unique benefits: Unlimited... ...and financial advisory services Team and community engagement...- JOB DESCRIPTION Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple... ...on topics such as ethnicity, gender, age, accessibility, special interests and more Help the community through expansive...Work experience placementWork at office
$80k - $92.5k
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- ...approach that aims to make every client feel important. It is an... ...the Role The New York Client Services Supervisor leads the Client Services... ...auctions, marquee sales, and special events requiring elevated... ..., phone bidding, sale liaison coverage, front‑of‑house support...Temporary workSummer holidayWork at officeFlexible hoursWeekend workAfternoon shift
- Client Manager Are you an experienced practice professional looking to take ownership of a client portfolio and play a key role in delivering high-quality, advisory-led services? Do you enjoy building long-term client relationships while supporting business growth and developing...Permanent employmentTemporary workFlexible hours
$150k - $200k
...happen. Our important work benefits our clients and partners as much as it does our people... .... What will you be doing? The Client Services Executive will grow WWT's Services business... ...to) the following services offerings: Advisory, Lab, Supply Chain, Deployment,...For subcontractor- ...Client Relationship Manager - Retirement Services Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US... ...Relationship Manager - Retirement Services to their advisory team in Winter Park, FL. Location: Remote (must reside...Work at officeRemote work
- ...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
- Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis. Be part of a dynamic team that values innovation and collaboration...
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