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 outperformance 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 www.cambridgeassociates.com.
Job Description Summary:
Position Overview
Cambridge Associates is seeking an Associate Director to support the Private Client Practice, with responsibility for leading business-development execution and contributing meaningfully to client-relationship management. This individual will work closely with Client Directors, business-development colleagues, investment professionals, and cross-functional partners to drive new-business activity through leadership of RFPs, proposals, pitch preparation, and prospect strategy. The role will also support selected relationship-management activities across a portfolio of private clients, helping to ensure a high-quality client experience, strong follow-through, and effective coordination across internal teams.
This role is suited for a more experienced professional who brings strong project-management capabilities, sound judgment, polished communication skills, and the ability to operate with increasing independence in a fast-paced, high-touch environment. The ideal candidate will be comfortable managing complex workflows, influencing outcomes across teams, and contributing strategically to the growth and retention of the Private Client Practice.
Job Description:
Business Development
- Lead business-development execution for the Private Client Practice across a range of new-business opportunities, with accountability for coordination, quality, and timely follow-through.
- Serve as a key project leader in the RFP process, managing timelines, coordinating contributors, driving deliverables, and ensuring high-quality, competitive submissions.
- Lead preparation of proposals, pitch materials, prospect-meeting documents, and related business-development content in partnership with Client Directors and subject-matter experts.
- Partner with Client Directors and investment professionals to shape meeting objectives, develop tailored prospect strategies, and ensure materials are aligned with prospect needs and firm positioning.
- Oversee quality control for business-development materials, including consistency, accuracy, clarity, and alignment with firm messaging and standards.
- Track prospect activity, pipeline developments, and next steps in relevant internal systems, while helping identify priorities and opportunities for follow-up.
- Drive post-meeting follow-up processes, including action-item coordination, internal debriefs, and preparation of additional materials.
- Contribute to continuous improvement of business-development processes, content, and coordination practices across the Private Client Practice.
Opportunity Management
- Manage workflow, timelines, and execution for proposals and RFP responses across multiple concurrent opportunities, often with significant complexity and senior stakeholder involvement.
- Draft, refine, and assemble core proposal and presentation materials with a high degree of independence and strong editorial judgment.
- Coordinate review and approval processes for external-facing materials, ensuring efficient collaboration and timely completion.
- Maintain and enhance reusable files, templates, and supporting content to improve efficiency and consistency across opportunities.
- Tailor materials thoughtfully to prospect needs, meeting objectives, and audience context, helping to differentiate the firm’s offering and positioning.
- Identify gaps in content or process and proactively recommend solutions to improve overall effectiveness.
Client Relationship Management Support
- Support ongoing relationship-management activities for selected private-client relationships, serving as a trusted partner to Client Directors and internal teams.
- Help coordinate meeting agendas, logistics, follow-up items, and internal communications related to client activity.
- Participate in client meetings, capture key takeaways, and help drive follow-through on agreed action items.
- Prepare client-facing and internal materials in support of relationship objectives and ongoing service needs.
- Coordinate with internal stakeholders to ensure timely, thoughtful responses to client requests and deliverables.
- Contribute to a high-quality client experience through strong execution, responsiveness, and attention to detail.
Internal Collaboration, Leadership & Execution
- Work closely across Client Directors, business development, investment teams, and other colleagues to support coordinated execution and strong outcomes.
- Maintain accurate and timely records in CRM and other internal systems related to prospects, proposals, and client activity.
- Manage competing priorities across multiple workstreams with a high level of organization, accountability, and judgment.
- Help guide less experienced team members on process execution, timelines, and quality standards where appropriate.
- Support special projects, strategic initiatives, and broader practice-building efforts as needed.
- Identify opportunities to improve coordination, communication, and effectiveness across teams and processes.
Qualifications
- Bachelor’s degree required.
- 7–10 years of relevant experience in business development, client service, relationship management, proposals, RFPs, consulting, financial services, wealth management, or a related field.
- Strong project-management and organizational skills, with the ability to lead complex processes and manage multiple deadlines effectively.
- Demonstrated experience leading proposals, pitch materials, RFP responses, or related business-development initiatives.
- Excellent written and verbal communication skills, including the ability to develop polished, audience-appropriate materials.
- Strong professionalism, judgment, and client-service orientation.
- Ability to work independently, influence across a broad set of stakeholders, and drive results in a collaborative environment.
- Strong attention to detail and commitment to high-quality execution.
- Interest in investments, private clients, and business development within a professional services environment.
- Familiarity with CRM systems, Microsoft Office, and presentation-development tools preferred.
- Experience mentoring junior colleagues or helping improve team processes preferred.
Base salary range for this role:
Pay Range Minimum:
101900
Pay Range Maximum:
136500
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
