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About the Role

Cambridge Associates is seeking a skilled and client-focused Client Director to join our Global Client Solutions team in the 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.

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.
• 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.

Requirements

• 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.

Skills

• Client relationship management
• Business development
• Investment consulting
• Communication
• Presentation
• Interpersonal skills
• Team collaboration
• CRM systems

Location

• San Francisco

Work Type

• Onsite

Experience Level

• 12+ years

Education Level

• Bachelor's degree
• Advanced degree preferred

Salary/Compensations

• Pay Range Minimum: 181500
• Pay Range Maximum: 246800

Benefits

• Annual performance-based bonus
• Comprehensive, competitive benefits package

About the Company

• Cambridge Associates (“CA”) is a leading global investment firm.
• CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world.
• Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
• Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.
• Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
• For more information, please visit www.cambridgeassociates.com.

Equal 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.