Job Description Summary:
Position Overview
Cambridge Associates is seeking an Associate Director to support the Private Client Practice, with responsibility for leading business-development execution and contributing meaningfully to client-relationship management. This individual will work closely with Client Directors, business-development colleagues, investment professionals, and cross-functional partners to drive new-business activity through leadership of RFPs, proposals, pitch preparation, and prospect strategy. The role will also support selected relationship-management activities across a portfolio of private clients, helping to ensure a high-quality client experience, strong follow-through, and effective coordination across internal teams.
This role is suited for a more experienced professional who brings strong project-management capabilities, sound judgment, polished communication skills, and the ability to operate with increasing independence in a fast-paced, high-touch environment. The ideal candidate will be comfortable managing complex workflows, influencing outcomes across teams, and contributing strategically to the growth and retention of the Private Client Practice.

Job Description:

Business Development

• Lead business-development execution for the Private Client Practice across a range of new-business opportunities, with accountability for coordination, quality, and timely follow-through.
• Serve as a key project leader in the RFP process, managing timelines, coordinating contributors, driving deliverables, and ensuring high-quality, competitive submissions.
• Lead preparation of proposals, pitch materials, prospect-meeting documents, and related business-development content in partnership with Client Directors and subject-matter experts.
• Partner with Client Directors and investment professionals to shape meeting objectives, develop tailored prospect strategies, and ensure materials are aligned with prospect needs and firm positioning.
• Oversee quality control for business-development materials, including consistency, accuracy, clarity, and alignment with firm messaging and standards.
• Track prospect activity, pipeline developments, and next steps in relevant internal systems, while helping identify priorities and opportunities for follow-up.
• Drive post-meeting follow-up processes, including action-item coordination, internal debriefs, and preparation of additional materials.
• Contribute to continuous improvement of business-development processes, content, and coordination practices across the Private Client Practice.

Opportunity Management

• Manage workflow, timelines, and execution for proposals and RFP responses across multiple concurrent opportunities, often with significant complexity and senior stakeholder involvement.
• Draft, refine, and assemble core proposal and presentation materials with a high degree of independence and strong editorial judgment.
• Coordinate review and approval processes for external-facing materials, ensuring efficient collaboration and timely completion.
• Maintain and enhance reusable files, templates, and supporting content to improve efficiency and consistency across opportunities.
• Tailor materials thoughtfully to prospect needs, meeting objectives, and audience context, helping to differentiate the firm's offering and positioning.
• Identify gaps in content or process and proactively recommend solutions to improve overall effectiveness.

Client Relationship Management Support

• Support ongoing relationship-management activities for selected private-client relationships, serving as a trusted partner to Client Directors and internal teams.
• Help coordinate meeting agendas, logistics, follow-up items, and internal communications related to client activity.
• Participate in client meetings, capture key takeaways, and help drive follow-through on agreed action items.
• Prepare client-facing and internal materials in support of relationship objectives and ongoing service needs.
• Coordinate with internal stakeholders to ensure timely, thoughtful responses to client requests and deliverables.
• Contribute to a high-quality client experience through strong execution, responsiveness, and attention to detail.

Internal Collaboration, Leadership & Execution

• Work closely across Client Directors, business development, investment teams, and other colleagues to support coordinated execution and strong outcomes.
• Maintain accurate and timely records in CRM and other internal systems related to prospects, proposals, and client activity.
• Manage competing priorities across multiple workstreams with a high level of organization, accountability, and judgment.
• Help guide less experienced team members on process execution, timelines, and quality standards where appropriate.
• Support special projects, strategic initiatives, and broader practice-building efforts as needed.
• Identify opportunities to improve coordination, communication, and effectiveness across teams and processes.

Qualifications

• Bachelor's degree required.
• 7-10 years of relevant experience in business development, client service, relationship management, proposals, RFPs, consulting, financial services, wealth management, or a related field.
• Strong project-management and organizational skills, with the ability to lead complex processes and manage multiple deadlines effectively.
• Demonstrated experience leading proposals, pitch materials, RFP responses, or related business-development initiatives.
• Excellent written and verbal communication skills, including the ability to develop polished, audience-appropriate materials.
• Strong professionalism, judgment, and client-service orientation.
• Ability to work independently, influence across a broad set of stakeholders, and drive results in a collaborative environment.
• Strong attention to detail and commitment to high-quality execution.
• Interest in investments, private clients, and business development within a professional services environment.
• Familiarity with CRM systems, Microsoft Office, and presentation-development tools preferred.
• Experience mentoring junior colleagues or helping improve team processes preferred.

Base salary range for this role:

Pay Range Minimum:
101900
Pay Range Maximum:
136500

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.