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Cambridge Associates · 2 months ago

Client Director, Global Client Solutions

Boston

Full-time

Onsite

Senior Level, Lead/Staff

$137K/yr - $183K/yr

8+ years exp

Cambridge Associates is a leading global investment firm focused on helping clients implement and manage custom investment portfolios. The Client Director will cultivate and retain client relationships, drive new business, and deliver exceptional service to high-net-worth individuals and families.

FinanceFinancial ServicesService IndustryVenture Capital

Responsibilities

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

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

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

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

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

Qualification

Private client relationship managementInvestment consultingWealth managementInvestment acumenCommunication skillsPresentation skillsInterpersonal skillsTeam collaboration