Private Client Growth & Relationship Associate

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

Job summary

Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate RFPs, proposals, pitch materials, and prospect meetings, ensuring high-quality submissions and timely follow-through.

The role emphasizes project management, cross-functional collaboration, and meticulous documentation in CRM and internal systems, with exposure to investment services and private clients.

Qualifications

• Bachelors degree required; strong academic background.
• Strong project management, organizational, and client-service skills.
• Experience supporting proposals, RFPs, and presentations in professional services.

Responsibilities

• Support business development for Private Client Practice with coordination and follow-through on opportunities.
• Draft, assemble, and tailor proposals, pitch materials, and RFP responses; track timelines.
• Coordinate with Client Directors, investment professionals, and internal teams.
• Maintain CRM records and assist in client meeting logistics and documentation.

Skills

Project management

Organizational skills

Communication skills

Client service

CRM systems

Presentation development

Education

Bachelors degree

Tools

CRM systems

Microsoft Office

Presentation tools

Job description

Cambridge Associates LLC in Boston seeks an Associate for the Private Client Practice to support business development and client relationships. You will help coordinate RFPs, proposals, pitch materials, and prospect meetings, ensuring high-quality submissions and timely follow-through.

The role emphasizes project management, cross-functional collaboration, and meticulous documentation in CRM and internal systems, with exposure to investment services and private clients.