Cambridge Associates-posted about 1 year ago
Full-time • Senior
Boston, MA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

The Managing Investment Director for Private Clients at Cambridge Associates is a senior role focused on managing and constructing investment portfolios for ultra-high net worth clients. This position involves working closely with the Chief Investment Officer and a dedicated team to ensure high client satisfaction and top-tier investment performance. The role emphasizes strategic planning, relationship management, and team leadership within a flat organizational structure, aiming to foster client engagement and enhance investment knowledge.

  • Work in partnership with the team to build market awareness and develop a pipeline of $B+ families.
  • Act as a senior spokesperson and navigate relationships with clients, prospects, and managers.
  • Develop strategic vision for client portfolios, including thematic focus, manager evaluation, and liquidity management.
  • Advocate for resourcing and technology needs, and mentor team members at all levels.
  • Ability to adapt quickly to team dynamics while contributing new ideas.
  • Growth mindset focused on shared learning and resources.
  • Accountability in decision-making and openness to feedback.
  • Exceptional communication and negotiation skills with clients.
  • Strong client retention capabilities and experience in executing client roundtables.
  • Deep investment acumen and capital markets experience.
  • Commercial success in building and retaining a book of business.
  • Skilled in identifying and evaluating investment managers.
  • Experience in managing outcomes beneficial for both clients and the firm.
  • Self-starter with the ability to thrive in a fast-paced environment.
  • Creative and strategic thinker.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service