Client Director, Private Client Business Development

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:

Job Description:

Key Responsibilities

Lead Generation & Pipeline Development

• Proactively identify, qualify, and develop new business opportunities across endowments, foundations, pensions, private clients, and other institutional segments.
• Build and manage a robust pipeline of prospects, ensuring consistent activity and progress toward growth targets.

Relationship Building

• Establish and nurture relationships with centers of influence (COIs), including consultants, industry associations, and key market participants within the region.
• Engage directly with prospects to understand their needs and position Cambridge Associates’ solutions effectively.

Programmatic Sourcing

• Collaborate with practice-wide business development programs to leverage firm-wide networks, including existing clients and investment managers.
• Utilize internal resources and cross-functional teams to identify additional contacts and opportunities for relationship development.

Strategic Outreach

• Represent Cambridge Associates at industry events, conferences, and networking forums to enhance visibility and generate leads.
• Develop and execute targeted outreach campaigns in partnership with marketing and practice leaders.

Collaboration & Reporting

• Work closely with client solutions, investment, and marketing teams to ensure seamless handoff and onboarding of new clients.
• Maintain accurate records of business development activities, pipeline status, and relationship progress in CRM systems.
• Provide regular updates and insights to senior leadership on regional business development performance and market trends.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Minimum 8+ years of business development experience in financial services, investment management, or related fields.
• Proven track record of lead generation, relationship management, and sales pipeline development. Experience in this regard for the Southeast region of the US is not required, but preferred.
• Deep understanding of institutional and private client segments, with established networks in the assigned region.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Willingness to travel within the region as needed.
• Bilingual, Spanish speaker a plus

Reports to: Head of Business Development

Base salary range for this role:

Pay Range Minimum:

Pay Range Maximum:

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.