Associate/Sr. Associate, Client Services - Financial Institution Client Strategy
Company: Capvision
Location: New York City
Posted on: February 16, 2026
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Job Description:
Job Description Job Description About Capvision Founded in 2019
in New York City, Capvision has skyrocketed from launch to becoming
7 in North America and 10 globally in just five years — and we're
just getting started. As we expand into Europe and beyond, there's
never been a better time to join our high-growth, global team.
Capvision is a leading primary research platform that connects top
financial institutions, consulting firms, and global enterprises
with industry experts across every sector and region. We help our
clients make smarter decisions by delivering tailored insights
through expert interviews, in-depth research, strategic consulting,
marketing surveys, and industry conferences. The anticipated start
date for this role is February and March, 2026 As an Associate on
our Client Services team, you'll take full ownership of projects
that directly influence our clients' strategic outcomes. From
sourcing experts to managing fast-moving communications and
coordinating logistics, you'll operate as the key driver between
client needs and insight delivery. This is a front-line,
client-facing role for driven professionals who thrive on
responsibility, urgency, and impact. No two days are the same. One
hour you might be supporting a consulting firm evaluating grocery
eCommerce by sourcing a former Fortune 10 executive; the next,
helping a hedge fund understand aviation trends by recruiting a
European airline specialist—under deadline. What You'll Do Own
expert engagement from end to end: sourcing, vetting, outreach, and
scheduling Speak directly with experts and stakeholders across
industries and time zones Deliver on tight timelines across
multiple fast-moving client workstreams Understand business
problems quickly and match them with relevant industry expertise
Drive outcomes through sound judgment, clear communication, and
relentless follow-through Who You Are Bachelor's degree from an
accredited institution (3.5 GPA preferred) 6–18 months of relevant
professional or internship experience (client-facing roles a plus)
Excited to partner with leading financial institutions — private
equity, venture capital, hedge funds, asset managers, and
investment banks — and meet their high expectations for accuracy,
responsiveness, and professionalism Deeply curious about how
businesses and markets work, and comfortable speaking the language
of finance — you read financial publications, follow deal activity,
or have prior exposure to finance through internships - but you
don't want to be an analyst or banker Brings a journalistic
curiosity with commercial discipline — you ask smart questions,
quickly grasp complex industries, and know how to find the right
experts who can bring clarity to a client's challenge A strong
communicator who can engage confidently with both senior clients
and seasoned industry executives Thrives in a high-volume,
time-sensitive environment, balancing speed with quality and
attention to detail Proactive, accountable, and self-directed,
taking ownership of your pipeline and outcomes Authorized to work
in the U.S. (STEM OPT holders welcome) Strong fluency in verbal and
written English Why Capvision Capvision offers a dynamic,
high-performance culture where ambitious professionals grow quickly
and own meaningful work from day one. Clear promotion path to
People/Account Manager within 24 months Company Equity at manager
level Comprehensive paid training across project execution, client
service, and leadership Diverse project exposure—Associates are
never siloed New Grad Compensation: $80,000 - $100,000 on average
for high-performing associates. Consisting of $65,000 base salary
uncapped monthly bonus Experienced Candidate Compensation: $87,000
- $115,000 on average for high-performing associates. Consisting of
$70,000-$76,000 base salary uncapped monthly bonus Health, dental,
vision insurance 401K Free daily lunch, snacks, Monday breakfast,
and regular team events Monthly commuter mobile phone stipends
($1,800 in cash benefits) At Capvision, growth is earned—not given.
You'll be challenged, supported, and trusted to lead early in your
career.
Keywords: Capvision, Toms River , Associate/Sr. Associate, Client Services - Financial Institution Client Strategy, Accounting, Auditing , New York City, New Jersey
