Private Client Associate — Relationship & Proposals

Cambridge Associates LLC; Boston (MA); On-site; USD 66,800 - 86,800; Full time

Job summary

Cambridge Associates LLC in Boston seeks a Client Director Associate to support the Private Client Practice, focusing on business development execution and client relationship support.

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

Qualifications

• Bachelor’s degree required.
• 2–4 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.
• Collaborative approach and ability to work effectively across teams.
• Interest in investments, private clients, and business development within a professional services environment.

Responsibilities

• Support business development efforts for the Private Client 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.

Skills

Project management

Organizational skills

Communication skills

CRM familiarity

Microsoft Office

Presentation development

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Office

Presentation tools

Job description

Cambridge Associates LLC in Boston seeks a Client Director Associate to support the Private Client Practice, focusing on business development execution and client relationship support.

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