Private Client Investment Managing Director

Cambridge Associates LLC.; Boston (MA); On-site; USD 300,000 - 450,000; Full time

Job summary

Cambridge Associates LLC in Boston seeks a Managing Director to lead a private client investment team, overseeing portfolios and client engagement. This role involves direct interaction with family offices and high-net-worth clients to drive strategy, performance, and satisfaction.

The MD will help shape investment policy, select managers, and mentor the team while pursuing new client relationships with Global Client Solutions. Extensive experience and strong communication are essential.

Qualifications

• Extensive experience building and managing private client portfolios.
• Strong ability to communicate complex investment concepts to sophisticated clients.
• Proven track record in relationship management and business development.

Responsibilities

• Lead investment team in creating diversified client portfolios.
• Select and evaluate investment managers across asset classes.
• Present to clients and develop robust relationships with families and offices.
• Develop and implement objectives, policies, and asset allocations for complex portfolios.
• Represent Cambridge Associates in marketing, conferences and business development.

Skills

Client relationships

Communication

Negotiation

Investment acumen

Networking

Leadership

Education

BA/BS required

MBA or CFA preferred

Job description

Cambridge Associates LLC in Boston seeks a Managing Director to lead a private client investment team, overseeing portfolios and client engagement. This role involves direct interaction with family offices and high-net-worth clients to drive strategy, performance, and satisfaction.

The MD will help shape investment policy, select managers, and mentor the team while pursuing new client relationships with Global Client Solutions. Extensive experience and strong communication are essential.