Client Director, Global Client Solutions - Boston
2 days ago
Job description
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 8+ 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:
136600Pay Range Maximum:
183000In 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.
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