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 role works with Client Directors, business development colleagues, investment professionals, and cross-functional partners to coordinate and execute new business activity, including RFPs, proposals, pitch preparation, and prospect meeting readiness. The Associate also supports selected relationship management activities across a portfolio of private clients, helping coordinate follow-through and deliver a high-quality client experience. The position is suited to an early-career professional with project management and organizational skills, attention to detail, polished communication, and an interest in private clients and investment services. The role requires a bachelor’s degree and at least two years of relevant experience. The stated base salary range is $66,800 to $86,800, and the position is eligible for an annual performance-based bonus and a comprehensive benefits package.

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 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, coordinating execution and follow-through on new business opportunities.
Facilitate the RFP process by managing timelines, coordinating inputs, tracking deliverables, and helping 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.
Conduct quality control of business development materials for consistency, accuracy, and alignment with firm messaging.
Track prospect activity, pipeline updates, and next steps in internal systems.
Coordinate follow-up after prospect meetings, including materials, action items, and internal debriefs.
Manage deadlines and workflows for multiple concurrent proposal and RFP responses.
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 communications related to client activity.
Participate in client meetings and document takeaways and next steps.
Prepare materials for client meetings and ongoing relationship needs.
Coordinate with internal teams to ensure timely follow-through on client requests.
Collaborate across Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
Maintain accurate prospect, proposal, and client activity records in CRM and other internal systems.
Manage competing priorities and deadlines across multiple workstreams.
Support special projects and other ad hoc initiatives.