Cambridge Associates · 2 months ago
Senior Client Director, Global Client Solutions
San Francisco
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expCambridge Associates is a leading global investment firm focused on helping clients implement and manage custom investment portfolios. The Client Director role involves cultivating and retaining client relationships, driving new business, and ensuring an exceptional client experience in partnership with dedicated investment teams.
FinanceFinancial ServicesService IndustryVenture Capital
Responsibilities
Collaborate with the Business Development team to convert qualified leads into new client relationships across all segments
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 and advocate for clients, providing guidance on firm capabilities, market trends, and best practices
Communicate investment concepts and firm solutions in an accessible manner, drawing on internal expertise as needed
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; reporting lines for Associates may vary
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
Required
Bachelor's degree required
Minimum 12+ years of experience in client relationship management, business development, investment consulting, or related fields
Proven track record of building and retaining client relationships, as well as winning new business
Familiarity with investment concepts and the ability to coordinate with investment professionals
Exceptional communication, presentation, and interpersonal skills
Ability to work collaboratively in a team-oriented environment
Willingness to travel as needed within the region
Preferred
Advanced degree preferred
Benefits
Annual performance-based bonus
Comprehensive, competitive benefits package
Company
Cambridge Associates
Cambridge Associates is an investment firm that helps endowments and foundations, and pension plans to manage custom investment portfolios.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Sofina
2018-05-16Private Equity
Leadership Team
David Druley
Chief Executive Officer and Board Member
Alex Koriath
Head of the European Pension Practice
Recent News
2025-11-04
Company data provided by crunchbase