Associate Director, Global Client Solutions

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.
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