Chase · 4 hours ago
Special Advisory Services - Client Liaison - Vice President
New York, NY, United States
Full-time
Onsite
Senior Level
$95K/yr - $125K/yrChase is a leading financial institution committed to delivering strategic guidance to its valued clients. The VP-level Client Liaison is responsible for managing relationships with priority clients and ensuring seamless communication between clients and internal stakeholders.
BankingFinancial Services
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
Qualification
Required
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Small Business Trends
2026-01-18
2026-01-13
2026-01-11
Company data provided by crunchbase