Associate/Sr. Associate, Client Services - Financial Institution Client Strategy

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.

• 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

• 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

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.