Senior Client Director, GCS-Business Development and Relationship Management; Private Clients

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 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.

The Client Director will be an active partner to a dedicated private client investment team in supporting private client relationships. This role is primarily responsible for cultivating, deepening, and retaining client relationships, driving new business, and delivering exceptional service to the team’s ultra‑high‑net‑worth individuals and families. The Client Director will support a Boston‑based investment office for 13 first/second generation family offices across the U.S., Canada, Central America, and Europe, managing portfolios ranging from $300million to over $7billion, with more than $19billion in client assets under management.

• Identify opportunities to expand existing client relationships through cross‑selling and deepening service offerings.
• Leverage the investment team’s client network to identify and cultivate new business opportunities.
• 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 engagement throughout.
• Represent Cambridge Associates at industry events, building the firm’s profile and network within the family office and private client markets.
• Lead negotiations on service scope and fee arrangements.
• Develop and execute pitch strategies, guiding and supporting the investment team throughout the pitch process.
• Provide coaching and constructive feedback to enhance team effectiveness and presentation skills.

• Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and long‑term retention.
• Partner closely with the investment team to deliver tailored investment solutions and address client needs proactively.
• Develop and execute comprehensive client engagement strategies, including regular meetings, reviews, and feedback sessions.
• Proactively seek and gather feedback from clients regarding their overall experience with Cambridge Associates, serving as a neutral party.
• Use this input to identify opportunities for improvement and ensure the highest standard of client service.
• Collaborate with the investment and events teams to host quarterly round tables, fostering client connectivity and deepening relationships.
• Partner with the investment team to build, monitor, and track progress against the annual business plan.

• Mentor and guide Associate(s) in supporting both client service and business development activities.
• Foster a collaborative environment, sharing best practices and supporting the professional development of team members and other Client Directors.

• Maintain accurate records of client interactions, relationship status, and business development activities in CRM Dynamics.
• 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.

• Bachelor’s degree required; advanced degree preferred.
• Series 3 required; CFA/CAIA a plus.
• Minimum 15+ 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,…