Senior Client Director, Global Client Solutions

Cambridge Associates•San Francisco, CA

5d•$181,500 - $246,800•Onsite

About The Position

Cambridge Associates is seeking a highly skilled and client-focused Client Director to join our Global Client Solutions team, supporting all client types—including endowments, foundations, pensions, and private clients—served through our San Francisco office. This role is responsible for cultivating and retaining client relationships, driving new business, and ensuring an exceptional client experience in partnership with dedicated investment teams.

Requirements

Bachelor’s degree required
Minimum 12+ years of experience in client relationship management, business development, investment consulting, or related fields.
Proven track record of building and retaining client relationships, as well as winning new business.
Familiarity with investment concepts and the ability to coordinate with investment professionals.
Exceptional communication, presentation, and interpersonal skills.
Ability to work collaboratively in a team-oriented environment.
Willingness to travel as needed within the region.

Nice To Haves

advanced degree preferred

Responsibilities

Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention.
Partner with investment teams to deliver tailored solutions and address client needs, leveraging firm resources and expertise.
Develop and execute client engagement strategies, including regular meetings, portfolio reviews, and feedback sessions.
Collaborate with the Business Development team to convert qualified leads into new client relationships across all segments.
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 and advocate for clients, providing guidance on firm capabilities, market trends, and best practices.
Communicate investment concepts and firm solutions in an accessible manner, drawing on internal expertise as needed.
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; reporting lines for Associates may vary.
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.