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

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New York, NY, USA
In-Office
Information Technology
The Role

About TNI

True North Insights (formerly Capvision) is a global expert network that connects organizations with subject matter experts who provide critical insights to inform strategic decision-making.

We believe the right knowledge can move the world forward. Since day one, that belief has driven everything we do. We exist to break through complexity, giving global investors and business leaders frictionless access to the insights that matter most — insights that fuel confident decisions, unlock opportunity, and power successful careers.

Founded in 2019 in New York City, our firm 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.


The anticipated start date for this role is March and April, 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
  • Compensation: $85,000 - $115,000 on average for high-performing associates. Consisting of $65,000-$70,000 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.

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The Company
HQ: New York, New York
861 Employees

What We Do

Founded in 2006 by former Bain & Company consultants and Morgan Stanley investment bankers in Shanghai, Capvision is an industry-leading global expert knowledge services provider. We are the fastest-growing expert network in the United States, as well as the first and largest established expert network in Asia. Capvison partners with over 2000 clients including institutional investors, consulting firms, and Fortune 500 companies to organize and provide fast and accurate expert consultations, surveys, conference calls, transcripts, and customized research solutions. Our proprietary CRM enables our clients to benefit from the scale of our network and professional relationships, which we continually build by individually screening and recruiting top talent who match each client’s unique needs and goals. We aim to deliver the best services by aligning our interests with our clients' so that they can make well-informed and strategic decisions that outperform the competition.

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