Associate, Client Solutions

Client Director Associate

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

Cambridge Associates is seeking a Client Director Associate to support the Private Client Practice, with a focus on both business development execution and client relationship support. This role will work closely with Client Directors, business development colleagues, investment professionals, and cross-functional partners to help drive new business activity through coordinated support on RFPs, proposals, pitch preparation, and prospect meeting readiness. The role will also support selected relationship management activities across a portfolio of private clients, helping ensure strong follow-through, thoughtful coordination, and a high-quality client experience.

This position is well suited for an early-career professional with strong project management skills, attention to detail, a polished communication style, and interest in private clients and investment services.

Job Description:

• Support business development efforts for the Endowment and Foundation Practice, with a focus on coordination, execution, and follow-through across new business opportunities.
• Facilitate the RFP process, including managing timelines, coordinating inputs, tracking deliverables, and helping ensure high-quality submissions.
• Assist in the preparation of proposals, pitch materials, prospect meeting documents, and related business development content.
• Coordinate with Client Directors, investment professionals, and other internal stakeholders to gather and organize materials needed for prospect meetings and presentations.
• Help maintain a high level of quality control across business development materials, ensuring consistency, accuracy, and alignment with firm messaging.
• Track prospect activity, pipeline updates, and next steps in relevant internal systems.
• Support follow-up activities after prospect meetings, including coordination of materials, action items, and internal debriefs.
• Contribute to efficient and well-organized business development processes across the practice.
• Manage deadlines and workflow for proposal and RFP responses across multiple concurrent opportunities.
• Draft and assemble core components of proposals and presentation materials in partnership with senior team members and subject matter experts.
• Coordinate review and approval processes for external-facing materials.
• Maintain organized files, templates, and supporting content for reuse across proposals and pitches.
• Help tailor materials to prospect needs, meeting objectives, and audience context.
• Support selected day-to-day activities for private client relationships as needed.
• Help coordinate meeting logistics, follow-up items, and internal communication related to client activity.
• Participate in client meetings and help document takeaways and next steps.
• Assist in preparing materials for client meetings and ongoing relationship needs.
• Help ensure timely follow-through on client requests in coordination with internal teams.
• Work across Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
• Maintain accurate records in CRM and other internal systems related to prospects, proposals, and client activity.
• Help manage competing priorities and deadlines across multiple work streams.
• Support special projects and other ad hoc initiatives as needed.

Qualifications:

• 1-2 years of relevant experience in business development…