Private Client Growth Director

Cambridge Associates LLC; Boston (MA); On-site; USD 102,000 - 137,000; Full time

Job summary

Cambridge Associates LLC in Boston seeks an Associate Director to lead business‑development execution and contribute to client‑relationship management. The role interfaces with Client Directors, investment professionals, and cross‑functional teams to drive new business through RFPs, proposals, and tailored prospect strategies.

The ideal candidate brings 7–10 years of experience in business development and is adept at coordinating complex workflows, with strong communication and a client‑service

Qualifications

• Bachelor’s degree required.
• 7–10 years of relevant experience in business development, client service, relationship management, proposals, RFPs, consulting, financial services, wealth management, or a related field.
• Strong project-management and organizational skills, with the ability to lead complex processes and manage multiple deadlines effectively.
• Demonstrated experience leading proposals, pitch materials, RFP responses, or related business-development initiatives.
• Excellent written and verbal communication skills, including the ability to develop polished, audience-appropriate materials.
• Strong professionalism, judgment, and client-service orientation.
• Ability to work independently, influence across a broad set of stakeholders, and drive results in a collaborative environment.
• Strong attention to detail and commitment to high-quality execution.
• 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

• Lead business-development execution for the Private Client Practice across a range of new-business opportunities, with accountability for coordination, quality, and timely follow-through.
• Serve as a key project leader in the RFP process, managing timelines, coordinating contributors, driving deliverables, and ensuring high-quality, competitive submissions.
• Lead preparation of proposals, pitch materials, prospect-meeting documents, and related business-development content in partnership with Client Directors and subject-matter experts.
• Partner with Client Directors and investment professionals to shape meeting objectives, develop tailored prospect strategies, and ensure materials are aligned with prospect needs and firm positioning.
• Oversee quality control for business-development materials, including consistency, accuracy, clarity, and alignment with firm messaging and standards.
• Track prospect activity, pipeline developments, and next steps in relevant internal systems, while helping identify priorities and opportunities for follow-up.
• Drive post-meeting follow-up processes, including action-item coordination, internal debriefs, and preparation of additional materials.
• Contribute to continuous improvement of business-development processes, content, and coordination practices across the Private Client Practice.
• Maintain workflow, timelines, and execution for proposals and RFP responses across multiple concurrent opportunities.

Skills

Project management

Communication

Independent work

Proposal leadership

CRM familiarity

Education

Bachelor’s degree

Tools

CRM systems

Microsoft Office

Presentation tools

Job description

Cambridge Associates LLC in Boston seeks an Associate Director to lead business‑development execution and contribute to client‑relationship management. The role interfaces with Client Directors, investment professionals, and cross‑functional teams to drive new business through RFPs, proposals, and tailored prospect strategies.

The ideal candidate brings 7–10 years of experience in business development and is adept at coordinating complex workflows, with strong communication and a client‑service