Client Relationship Strategist - IB

Job Description

Job Description

Client Relationship Strategist – Investment Banking

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Client Relationship Strategist roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on client engagement, relationship management, and strategic advisory support .

More information is available at careerlaunch.ai.

Representative Role Overview

A leading middle-market investment bank may seek a Client Relationship Strategist – IB to support client management, relationship development, and deal origination strategy . This role is ideal for candidates who want exposure to client interactions, advisory workflows, and strategic deal thinking , rather than front-line transaction execution.

Key Responsibilities

• Serve as a point of contact for client inquiries, updates, and relationship support

• Maintain and manage client relationship data, CRM systems, and engagement tracking

• Assist in developing client-focused presentations, reports, and strategic insights

• Support senior bankers with client engagement strategies and outreach initiatives

• Conduct research on client industries, competitors, and market trends to inform relationship strategy

• Monitor pipeline opportunities and collaborate with deal teams to ensure timely communication with clients

• Help coordinate meetings, calls, and events to strengthen client relationships

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related discipline

• Strong interpersonal, communication, and presentation skills

• Excellent organizational skills and ability to manage multiple client touchpoints

• Analytical mindset for researching industries, markets, and client-specific opportunities

• Prior internship or experience in investment banking, corporate finance, consulting, or client-facing roles is beneficial

• Proficiency in Excel, PowerPoint, CRM platforms, and financial research tools

Why This Posting Matters

This Client Relationship Strategist – IB description reflects the types of opportunities available exclusively to Career Launch AI members, including:

• Roles shared directly with Career Launch AI by employers

• Opportunities not posted publicly

• Warm introductions to hiring managers and recruiters

• AI-supported job targeting and application support

• Interview coaching and preparation

Career Launch AI members gain access to over 1,000+ curated roles across:

• Investment Banking & Corporate Finance

• Private Equity & Venture Capital

• Corporate Development & Strategy

• Strategy Consulting

• Technology (FAANG-level and startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume optimization

• Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement