Senior Client Director, Global Client Solutions

Senior Client Director, Global Client Solutions

Cambridge Associates ("CA") is a leading global investment firm that helps endowments & foundations, pension plans, and ultra-high net-worth private clients implement and manage custom investment portfolios to generate outperformance.

Location : San Francisco office (with regional teams across America, the UK, EMEA, Asia, Oceania).

Job Description Summary

As a Client Director in Global Client Solutions, you will cultivate and retain client relationships, drive new business, and ensure an exceptional client experience in partnership with dedicated investment teams.

Relationship Management & Retention

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.

New Business Development

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.

Identify opportunities to expand existing client relationships through cross-selling and deepening service offerings.

Strategic Partnership & Client Advocacy

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.

Support client service and business development activities with Associates, reporting lines for Associates may vary.

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.

Qualifications

Bachelor's degree required; advanced degree preferred.

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.

Compensation

Base salary range : $181,500 – $246,800. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

Equal Employment Opportunity

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Referral Program

Referrals increase your chances of interviewing at Cambridge Associates by 2x.

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