Associate, Global Client Solutions

Cambridge Associates•Boston, MA

1d•$66,800 - $86,800

About The Position

Cambridge Associates is seeking a Global Client Solutions Associate to support one of the firm’s three investment practices, focusing on business development execution and client relationship support. The Associate will work with Client Directors, business development colleagues, investment professionals, and cross-functional partners to coordinate new business activities, including RFPs, proposals, pitch preparation, and prospect meeting readiness. The role also supports selected relationship management activities across a portfolio of private clients, helping ensure timely follow-through, effective coordination, and a high-quality client experience. It is suited to an early-career professional with strong project management and organizational skills, attention to detail, polished communication, and an interest in private clients and investment services. Responsibilities include coordinating proposal and RFP workflows and deadlines; drafting and assembling proposals and presentation materials; coordinating reviews and approvals; maintaining reusable content and organized files; tailoring materials to prospects; tracking pipeline activity in internal systems; coordinating prospect and client meeting logistics and follow-up; documenting meeting takeaways and next steps; maintaining accurate CRM records; and collaborating across internal teams. The Associate may also support special projects and ad hoc initiatives. The position requires a bachelor’s degree and at least two years of relevant experience. The base salary range is $66,800–$86,800. The role is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Cambridge Associates is an equal opportunity employer.

Requirements

Bachelor’s degree required.
At least 2 years of relevant experience in business development support, client service, proposals, RFP coordination, consulting, financial services, wealth management, or a related field.
Strong project management and organizational skills, with close attention to detail.
Excellent written and verbal communication skills.
Ability to manage multiple deadlines and coordinate across a range of stakeholders in a fast-paced environment.
Strong professionalism, judgment, and client-service orientation.
Collaborative approach and ability to work effectively across teams.
Interest in investments, private clients, and business development within a professional services environment.

Nice To Haves

Experience supporting proposals, pitch materials, RFPs, or other business development processes.
Familiarity with CRM systems, Microsoft Office, and presentation development tools.

Responsibilities

Support business development efforts across the firm’s three investment practices through coordination, execution, and follow-through.
Manage RFP timelines, coordinate inputs, track deliverables, and help ensure high-quality submissions.
Prepare proposals, pitch materials, prospect meeting documents, and related business development content.
Coordinate with Client Directors, investment professionals, and internal stakeholders to gather and organize prospect meeting materials.
Quality-check business development materials for consistency, accuracy, and alignment with firm messaging.
Track prospect activity, pipeline updates, and next steps in relevant internal systems.
Coordinate prospect meeting follow-up, including materials, action items, and internal debriefs.
Manage deadlines and workflows for concurrent proposal and RFP opportunities.
Draft and assemble proposal and presentation components with senior team members and subject matter experts.
Coordinate review and approval of external-facing materials.
Maintain organized files, templates, and supporting content for proposals and pitches.
Tailor materials to prospect needs, meeting objectives, and audience context.
Support selected day-to-day activities for private client relationships.
Coordinate client meeting logistics, follow-up items, and internal communication related to client activity.
Participate in client meetings and document takeaways and next steps.
Prepare materials for client meetings and ongoing relationship needs.
Help ensure timely follow-through on client requests in coordination with internal teams.
Collaborate with Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
Maintain accurate records in CRM and other internal systems relating to prospects, proposals, and client activity.
Manage competing priorities and deadlines across multiple workstreams.
Support special projects and other ad hoc initiatives as needed.