Director of Complex Client Onboarding & Transitions

Cambridge Associates LLC.; Boston (MA); On-site; USD 136,600 - 183,000; Full time

Benefits offered by this job

Annual performance-based bonus

Competitive benefits package

Job summary

Cambridge Associates LLC. is seeking a Director, Client Implementation and Transitions in Boston. This role involves leading complex client onboarding and transition activities for our U.S. Private Client business.

The successful candidate will manage relationships with key stakeholders, ensure alignment across functions, and lead risk management efforts while driving strategic process improvements. Deep expertise in investment operations is essential for success in this position.

Qualifications

• Proven experience leading complex client onboarding and transitions in investment management.
• Deep understanding of investment operations and service-provider coordination.
• Excellent verbal and written communication skills.

Responsibilities

• Lead complex client onboarding and transition events.
• Build trusted relationships with stakeholders and external clients.
• Manage implementation risks and ensure adherence to governance standards.

Skills

Client relationship management

Risk management

Project management

Analytical skills

Problem-solving

Education

Bachelor’s degree in a relevant field

Tools

Microsoft Office Suite

Project management tools

Job description

Cambridge Associates LLC. is seeking a Director, Client Implementation and Transitions in Boston. This role involves leading complex client onboarding and transition activities for our U.S. Private Client business.

The successful candidate will manage relationships with key stakeholders, ensure alignment across functions, and lead risk management efforts while driving strategic process improvements. Deep expertise in investment operations is essential for success in this position.