Client Director, Global Client Solutions

Cambridge Associates • Boston, MA

9d • $136,600 - $183,000

About The Position

Cambridge Associates is seeking an experienced and client-focused Client Director to join our Global Client Solutions team, supporting private clients in partnership with a dedicated private client investment team. This role is responsible for cultivating and retaining client relationships, driving new business, and delivering exceptional service to high-net-worth individuals and families.

Requirements

• Bachelor’s degree required; advanced degree preferred.
• Minimum 8+ years of experience in private client relationship management, investment consulting, wealth management, or related fields.
• Proven track record of building and retaining private client relationships, as well as winning new business.
• Strong investment acumen and understanding of high-net-worth client needs.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work collaboratively in a team-oriented environment.
• Willingness to travel as needed.

Responsibilities

• Relationship Management & Retention Serve as the primary relationship manager for assigned private clients, ensuring high levels of engagement, satisfaction, and retention.
• Partner closely with the private client investment team to deliver tailored investment solutions and address client needs proactively.
• Develop and execute client engagement strategies, including regular meetings, reviews, and feedback sessions.
• New Business Development Collaborate with the Business Development team to convert qualified leads into new private client relationships.
• Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement.
• Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.
• Strategic Partnership Act as a trusted advisor to private clients, providing insights on market trends, investment strategies, and portfolio performance.
• Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.
• Team Leadership & Collaboration Work with Associates to support client service and business development activities.
• Foster a collaborative environment, sharing best practices and supporting the professional development of team members.
• Performance & Reporting Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems.
• Provide regular updates to senior leadership on client retention, new business won, and market feedback.
• Achieve performance targets based on client retention and aggregate net revenue growth.

Benefits

• In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 1,001-5,000 employees