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)
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.
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.
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
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
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
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Corporate Development & Strategy
Strategy Consulting
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
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.
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link:
https://careerlaunch.ai/assessment
Once enrolled, members receive:
Access to the exclusive job board
Personalized recruiter outreach
Automated job applications
Coaching and interview preparation
Ongoing support until placement