Director, Client Implementation and Transitions

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 out performance 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

The role sits within the Client Implementations & Transitions team, part of the broader Global Portfolio Services group, and reports to the Global Head of the Client Implementations & Transitions.

The successful candidate will lead complex client onboarding, transition, service change, and offboarding activity for the U.S. Private Client business. As a senior individual contributor, this role is accountable for shaping and driving the end-to-end implementation approach for the most complex, high-risk, and high-visibility client events, requiring deep specialized expertise, strong judgment, and the ability to operate effectively in ambiguous situations.

The individual will serve as a partner to key stakeholders, including CIOs, Investment Directors, Business Development Directors, and clients, aligning parties across functions, identifying and managing risks, and driving decisions to successful outcomes. The role will contribute meaningfully to the effectiveness of the U.S. Client Implementations & Transitions function through leadership and support of governance standards, operating model enhancements, and strategic process improvements that improve scalability, consistency, and client experience.

In addition to leading execution of complex events, the individual will serve as a subject matter expert and trusted partner, contributing to functional priorities and helping strengthen the broader client transition framework.

• Serve as a senior relationship partner to event stakeholders, including but not limited to Business Development Directors, CIOs, Investment Directors, practice leadership and external clients throughout onboarding, transition, service change and off-boarding events.
• Build trusted relationships across the U.S. Private Client business to ensure implementation activity is aligned with client objectives, service expectations and broader business priorities.
• Engage proactively with external clients, family offices, custodians and third-party providers to support a seamless and high-quality implementation experience.
• Act as the senior point of contact for complex implementation matters, ensuring clear communication, effective expectation setting and timely resolution of issues.

• Lead the end-to-end implementation strategy and execution for complex client onboarding, service change and off-boarding events across the U.S. client base, with a particular focus on Private Clients.
• Establish the implementation approach, governance structure, key decision points, milestones and stakeholder accountabilities for each engagement.
• Maintain oversight of implementation plans, status, actions and stakeholder communications to support disciplined delivery and informed decision-making.
• Ensure key milestones, service expectations and implementation deliverables are met.
• Drive alignment across internal and external stakeholders to deliver successful implementation outcomes while balancing client needs, operational feasibility, risk and timing considerations.
• Lead cross-functional forums and decision-making discussions to maintain momentum, resolve dependencies and address issues in a timely manner.

• Own the identification, assessment and management of implementation risks, dependencies and issues across complex client events.
• Exercise sound judgement in making and recommending complex implementation decisions, balancing client experience, operational integrity, regulatory requirements and firm risk considerations.
• Escalate material risks and sensitive matters appropriately, while maintaining accountability for driving resolution and protecting client outcomes.
• Ensure implementation activity is executed within the required control framework and in accordance with applicable policies, procedures and regulatory expectations.
• Own adherence to documentation and control requirements, including evidence needed to support SOC 1 and audit requests.

• Contribute to the development of the U.S. Client Implementations & Transitions operating model, including governance, process standards and…