Client Solutions & Proposals Associate

Cambridge Associates; Boston (MA); On-site; USD 67,000 - 87,000; Full time

Job summary

Cambridge Associates is seeking a Client Director Associate to support the Endowment and Foundation Practice, with a focus on both business development execution and client relationship support.

This role will work closely with Client Directors, business development colleagues, investment professionals, and cross-functional partners to help drive new business activity through coordinated support on RFPs, proposals, pitch preparation, and prospect meeting readiness.

Qualifications

• 1-2 years of relevant experience in business development support, client service, proposals, RFP coordination, consulting, financial services, wealth management, or a related field.
• Strong project management and organizational skills, with close attention to detail.
• Experience supporting proposals, pitch materials, RFPs, or other business development processes preferred.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and coordinate across a range of stakeholders in a fast-paced environment.
• Strong professionalism, judgment, and client-service orientation.
• Collaborative approach and ability to work effectively across teams.
• Interest in investments, private clients, and business development within a professional services environment.
• Familiarity with CRM systems, Microsoft Office, and presentation development tools preferred.

Responsibilities

• Support business development efforts for the Endowment and Foundation Practice, with a focus on coordination, execution, and follow-through across new business opportunities.
• Facilitate the RFP process, including managing timelines, coordinating inputs, tracking deliverables, and helping ensure high-quality submissions.
• Assist in the preparation of proposals, pitch materials, prospect meeting documents, and related business development content.
• Coordinate with Client Directors, investment professionals, and other internal stakeholders to gather and organize materials needed for prospect meetings and presentations.
• Help maintain a high level of quality control across business development materials, ensuring consistency, accuracy, and alignment with firm messaging.
• Track prospect activity, pipeline updates, and next steps in relevant internal systems.
• Support follow-up activities after prospect meetings, including coordination of materials, action items, and internal debriefs.
• Contribute to efficient and well-organized business development processes across the practice.
• Proposal, Pitch & RFP Coordination
• Manage deadlines and workflow for proposal and RFP responses across multiple concurrent opportunities.
• Draft and assemble core components of proposals and presentation materials in partnership with senior team members and subject matter experts.
• Coordinate review and approval processes for external-facing materials.
• Maintain organized files, templates, and supporting content for reuse across proposals and pitches.
• Help tailor materials to prospect needs, meeting objectives, and audience context.
• Relationship Management Support
• Support selected day-to-day activities for private client relationships as needed.
• Help coordinate meeting logistics, follow-up items, and internal communication related to client activity.
• Participate in client meetings and help document takeaways and next steps.
• Assist in preparing materials for client meetings and ongoing relationship needs.
• Help ensure timely follow-through on client requests in coordination with internal teams.
• Internal Collaboration & Execution
• Work across Client Directors, business development, investment teams, and other colleagues to support coordinated execution.
• Maintain accurate records in CRM and other internal systems related to prospects, proposals, and client activity.
• Help manage competing priorities and deadlines across multiple workstreams.
• Support special projects and other ad hoc initiatives as needed.

Skills

Project management

Organizational skills

Attention to detail

Written & verbal communication

CRM systems

Microsoft Office

Proposal & RFP coordination

Team collaboration

Tools

CRM systems

Microsoft Office

Presentation tools

Job description

Cambridge Associates is seeking a Client Director Associate to support the Endowment and Foundation Practice, with a focus on both business development execution and client relationship support.

This role will work closely with Client Directors, business development colleagues, investment professionals, and cross-functional partners to help drive new business activity through coordinated support on RFPs, proposals, pitch preparation, and prospect meeting readiness.