Senior Client Director, Global Client Solutions

Cambridge Associates LLC•Boston, MA

46d•$181,500 - $246,800

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 12+ 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

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.
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.
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.
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.
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.