Senior Client Director, Global Client Solutions - Boston - Cambridge Associates LLC.

    Cambridge Associates LLC.
    Cambridge Associates LLC. Boston

    1 week ago

    $181,500 - $246,800 (USD) per year
    Description
    Senior Client Director, Global Client Solutions page is loaded## Senior Client Director,

    Global Client Solutionslocations:
    Bostontime type: Full timeposted on: Posted 17 Days Agojob requisition id: JR0000070

    Firm Overview:    Cambridge Associates ("CA") is a leading global investment firm.

    CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world.

    Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

    Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.

    Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.

    For more information, please visit .


    Job Description Summary:

    Cambridge Associates is seeking an experienced and client-focused Client Director to join our Global Client Solutions team, supporting private clients in partnership with a dedicated private client investment team. This role is responsible for cultivating and retaining client relationships, driving new business, and delivering exceptional service to high-net-worth individuals and families.


    Job Description:

    *Relationship Management & Retention
    Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and retention. Partner closely with the private client investment team to deliver tailored investment solutions and address client needs proactively. Develop and execute client engagement strategies, including regular meetings, reviews, and feedback sessions.New Business Development
    Collaborate with the Business Development team to convert qualified leads into new private client relationships. Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement. Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.Strategic Partnership
    Act as a trusted advisor to private clients, providing insights on market trends, investment strategies, and portfolio performance. Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.Team Leadership & Collaboration
    Work with Associates to support client service and business development activities. Foster a collaborative environment, sharing best practices and supporting the professional development of team members.Performance & Reporting
    Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems. Provide regular updates to senior leadership on client retention, new business won, and market feedback. Achieve performance targets based on client retention and aggregate net revenue growth.Qualifications*** Bachelor's degree required; advanced degree preferred.
    • Minimum 12+ years of experience in private client relationship management, investment consulting, wealth management, or related fields.
    • Proven track record of building and retaining private client relationships, as well as winning new business.
    • Strong investment acumen and understanding of high-net-worth client needs.
    • Exceptional communication, presentation, and interpersonal skills.
    • Ability to work collaboratively in a team-oriented environment.
    • Willingness to travel as needed.

    Base salary range for this role:
    Pay
    Range Minimum:181500

    Pay Range Maximum:246800In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

    Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

    The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status.

    It is expected that all employees will follow a similar policy toward their co-workers.
    Since our founding in 1973, we have been a market leader in building diversified investment portfolios.

    With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.

    Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.

    Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

    #J-18808-Ljbffr
  • Work in company

    Director, Client Solutions

    Only for registered members

    The Director Client Solutions will lead approximately half of the Account Directors organization coaching senior client leaders to deliver exceptional outcomes across retention expansion and long-term partnership value. · ...

    Boston Full time

    1 month ago

  • Work in company

    Global Client Solutions

    Only for registered members

    The Global Sales Enablement team is seeking an Analyst/Associate to support and evolve data-driven solutions within our KCS (KKR Client Solutions) and Global Wealth Solutions (GWS) business. · This role is designed for an experienced analytics professional who can work independen ...

    Boston $110,000 - $170,000 (USD)

    1 week ago

  • Work in company

    Global Client Solutions

    Only for registered members

    The Global Sales Enablement team is seeking an Analyst/Associate to support and evolve data-driven solutions within our KCS (KKR Client Solutions) and Global Wealth Solutions (GWS) business. · ...

    Boston $110,000 - $170,000 (USD) Full time

    2 weeks ago

  • Work in company

    Client Solutions Manager

    Only for registered members

    **JOB REQUISITION** · Client Solutions Manager (Technology) · **LOCATION** · MA BOSTON · **JOB DESCRIPTION** · **Job Summary** · As a Client Solutions Manager, your responsibilities will include: · + **Business development:** Develop and grow your own client base by marketing our ...

    Boston $90,000 - $165,000 (USD) per year

    3 days ago

  • Work in company

    Global Client Solutions

    Only for registered members

    The Global Sales Enablement team is seeking an Analyst/Associate to support and evolve data-driven solutions within our KCS (KKR Client Solutions) and Global Wealth Solutions (GWS) business. · ...

    Boston, MA

    2 weeks ago

  • Work in company

    Director, Client Solutions

    Only for registered members

    The Director Client Solutions is a senior people leader responsible for scaling excellence across our enterprise Account Directors team This role exists to bring consistency rigor and high performance to how we serve and grow our most complex and valuable clients · ...

    Boston, MA

    1 month ago

  • Work in company

    Global Client Solutions

    Only for registered members

    Company Overview · KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-c ...

    Boston, MA

    1 week ago

  • Work in company

    Client Director, Global Client Solutions

    Only for registered members

    Firm Overview: · Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can ...

    Boston $136,600 - $183,000 (USD) per year

    1 week ago

  • Work in company

    Senior Client Director, Global Client Solutions

    Only for registered members

    Firm Overview: · Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can ...

    Boston

    1 week ago

  • Work in company

    Client Solution Specialist Sr

    Only for registered members

    We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. · Provides sales, service and execution support for new and ongoing client relationships. · Gathers ...

    Boston $42,000 - $81,250 (USD)

    1 month ago

  • Work in company

    Client Solution Specialist Sr

    Only for registered members

    At PNC we foster an inclusive and accessible workplace where employees feel respected valued have an opportunity to contribute to companys success. · Gathers required documentation prepares reviews verifies documents relevant information for accuracy. · Serves as customer solutio ...

    Boston, MA

    1 month ago

  • Work in company

    Client Solution Specialist Sr

    Only for registered members

    PNC is seeking a Client Solution Specialist Sr. to provide sales, service and execution support for new and ongoing client relationships. · Provides sales, service and execution support for new and ongoing client relationships. · ...

    Boston $42,000 - $81,250 (USD) Full time

    1 month ago

  • Work in company

    Client Solution Specialist Sr

    Only for registered members

    This position is based in Boston, MA and will provide sales, service and execution support for new and ongoing client relationships. · ...

    Boston, MA

    1 month ago

  • Work in company

    Analyst, Global Client Solutions

    Only for registered members

    The Analyst will play a key role in supporting the firm's growth by focusing on lead generation and prospective client engagement. · Conduct in-depth research on prospective clients, including organizations, decision-makers, and industry trends. · ...

    Boston, MA

    3 weeks ago

  • Work in company

    Analyst, Global Client Solutions

    Only for registered members

    The Analyst will play a key role in supporting the firm's growth by focusing on lead generation and prospective client engagement.This position is responsible for researching new business opportunities, maintaining accurate and up-to-date records in Dynamics (CRM), and providing ...

    Boston $63,700 - $82,800 (USD) Full time

    3 weeks ago

  • Work in company

    Analyst, Global Client Solutions

    Only for registered members

    The Analyst will play a key role in supporting the firm's growth by focusing on lead generation and prospective client engagement. · This position is responsible for researching new business opportunities, · maintaining accurate and up-to-date records in Dynamics (CRM), · and pro ...

    Boston $63,700 - $82,800 (USD)

    3 weeks ago

  • Work in company

    Analyst, Global Client Solutions

    Only for registered members

    Firm Overview: · Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can ...

    Boston

    4 days ago

  • Work in company

    Global Client Solutions Summer Analyst

    Only for registered members

    The Global Client Solutions Summer Analyst position will join the Boston GCS team for 10 weeks and gain immediate exposure to business development and client relationship management within the investment and financial world. · ...

    Boston Full time

    2 weeks ago

  • Work in company

    Global Client Solutions Summer Analyst

    Only for registered members

    Firm Overview: · Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can ...

    Boston

    2 days ago

  • Work in company Remote job

    Remote Client Solutions Manager

    Only for registered members

    This position manages relationships with high-profile dealer clients ensuring their needs are addressed while maximizing their investment in our products. · Maintain and expand relationships with high-profile dealer clients. · Identify client needs and provide tailored solutions. ...

    Massachusetts

    1 week ago

  • Work in company

    Engineering Manager, Client Solutions

    Only for registered members

    U.S. GenAI startup, Cambridge Office · Build the bridge between cutting-edge AI and real-world software development · Compensation: $150,000 - $200,000 · Location: 1 Kendall Square, Cambridge, MA (Hybrid/Onsite preferred) · Travel: 10-20% domestic travel for customer engagements ...

    Cambridge, MA

    2 days ago

Jobs
>
Boston