Client Director, Business Development

Cambridge Associates; Boston (MA); On-site; USD 137,000 - 183,000; Full time

Job summary

Cambridge Associates is seeking a dynamic Business Development Director to drive lead generation and pipeline building across all client types and service offerings within the US Southeast region.

This role expands the firm’s reach, cultivates new relationships, and supports the growth of our institutional and private client businesses, requiring strong networking, strategic outreach, and cross-functional collaboration.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• 8+ years of business development experience in financial services.
• Experience in Southeast US region is preferred but not required.

Responsibilities

• Identify, qualify and develop new business opportunities across endowments, foundations, pensions and private clients.
• Build and manage a robust pipeline of prospects with steady activity toward growth targets.
• Establish relationships with COIs, consultants, and market participants in the region.
• Represent Cambridge Associates at industry events and networking forums to generate leads.
• Coordinate outreach with marketing and practice leaders; ensure smooth handoffs and onboarding of new clients.
• Maintain CRM records and report regional performance to senior leadership.

Skills

Lead generation

Relationship management

Sales pipeline development

Communication skills

Travel willingness

Education

Bachelor's degree

Job description

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.

Job Description Summary:

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

• 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.
• 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.
• 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 8+ 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. Experience in this regard for the Southeast region of the US is not required, but preferred.
• 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.

Reports to:

Head of Business Development

Base salary range for this role:

Pay Range Minimum:

136600

Pay Range Maximum:

183000

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.

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.