Senior Client Director-Southeast Region

Cambridge Associates

$181K — $246K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required; advanced degree preferred.
  • 12+ years of business development experience in financial services or investment management.
  • Proven lead generation and relationship management skills.
  • Deep understanding of institutional/private client segments with established regional networks.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Bilingual, Spanish speaker a plus.

Responsibilities

  • Proactively identify and develop new business opportunities across various client segments.
  • Build and manage a robust pipeline of prospects to meet growth targets.
  • Establish and nurture relationships with centers of influence in the region.
  • Engage directly with prospects to assess their needs and promote solutions.
  • Collaborate with practice-wide business development programs to leverage networks.
  • Represent the firm at industry events to boost visibility and generate leads.
  • Maintain accurate records of business development activities in CRM systems.

Benefits

  • Annual performance-based bonus eligibility.
  • Comprehensive and competitive benefits package.
Full Job Description

Job Description Summary:

Position Overview
Cambridge Associates is seeking a dynamic and results-driven Business Development Director to drive lead generation and pipeline building across all client types and service offerings within the US Southeast region. This role is pivotal in expanding the firm’s reach, cultivating new relationships, and supporting the growth of our institutional and private client businesses.

Job Description:

Key Responsibilities

Lead Generation & Pipeline Development

  • Proactively identify, qualify, and develop new business opportunities across endowments, foundations, pensions, private clients, and other institutional segments.
  • Build and manage a robust pipeline of prospects, ensuring consistent activity and progress toward growth targets.

Relationship Building

  • Establish and nurture relationships with centers of influence (COIs), including consultants, industry associations, and key market participants within the region.
  • Engage directly with prospects to understand their needs and position Cambridge Associates’ solutions effectively.

Programmatic Sourcing

  • Collaborate with practice-wide business development programs to leverage firm-wide networks, including existing clients and investment managers.
  • Utilize internal resources and cross-functional teams to identify additional contacts and opportunities for relationship development.

Strategic Outreach

  • Represent Cambridge Associates at industry events, conferences, and networking forums to enhance visibility and generate leads.
  • Develop and execute targeted outreach campaigns in partnership with marketing and practice leaders.

Collaboration & Reporting

  • Work closely with client solutions, investment, and marketing teams to ensure seamless handoff and onboarding of new clients.
  • Maintain accurate records of business development activities, pipeline status, and relationship progress in CRM systems.
  • Provide regular updates and insights to senior leadership on regional business development performance and market trends.

Qualifications

  • Bachelor’s degree required; advanced degree preferred.
  • Minimum 12+ years of business development experience in financial services, investment management, or related fields.
  • Proven track record of lead generation, relationship management, and sales pipeline development.
  • Deep understanding of institutional and private client segments, with established networks in the assigned region.
  • Exceptional communication, presentation, and interpersonal skills.
  • Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
  • Willingness to travel within the region as needed.
  • Bilingual, Spanish speaker a plus

Reports to: Head of Business Development

Base salary range for this role:

Pay Range Minimum:

181500

Pay Range Maximum:

246800

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.

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