Senior Client Director, Global Client Solutions

Cambridge Associates LLC; San Francisco (CA); On-site; USD 181,500 - 246,800; Full time

Benefits offered by this job

Performance-based bonus

Comprehensive benefits package

Job summary

Cambridge Associates LLC is seeking a seasoned professional for a role in Relationship Management & Retention in San Francisco. The successful candidate will manage a portfolio of clients, ensuring high engagement and satisfaction while collaborating with investment teams to offer customized solutions.

With a strong background in client relationship management and at least 12 years of experience, you will lead new business development, maintain client records, and communicate investment strategies effectively. A competitive salary and performance-based bonus are included.

Qualifications

• 12+ years of experience in client relationship management or business development.
• Proven track record of winning new business and retaining clients.
• Exceptional interpersonal skills and ability to work collaboratively.

Responsibilities

• Serve as the primary relationship manager for clients in San Francisco.
• Partner with investment teams to deliver tailored solutions.
• Maintain accurate records of client interactions in CRM systems.

Skills

Client relationship management

Business development

Investment consulting

Communication skills

Team collaboration

Education

Bachelor’s degree

Advanced degree preferred

Job description

Relationship Management & Retention

• Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction, and retention.
• Partner with investment teams to deliver tailored solutions and address client needs, leveraging firm resources and expertise.
• Develop and execute client engagement strategies, including regular meetings, portfolio reviews, and feedback sessions.

New Business Development

• Collaborate with the Business Development team to convert qualified leads into new client relationships across all segments.
• Lead the proposal and onboarding process for new clients, ensuring a seamless transition and strong initial engagement.
• Identify opportunities to expand existing client relationships through cross‑selling and deepening service offerings.

Strategic Partnership & Client Advocacy

• Act as a trusted advisor and advocate for clients, providing guidance on firm capabilities, market trends, and best practices.
• Communicate investment concepts and firm solutions in an accessible manner, drawing on internal expertise as needed.
• Work closely with internal teams (investment, operations, marketing) to deliver integrated solutions and exceptional service.

Team Leadership & Collaboration

• Work with Associates to support client service and business development activities; reporting lines for Associates may vary.
• Foster a collaborative environment, sharing best practices and supporting the professional development of team members.

Performance & Reporting

• Maintain accurate records of client interactions, relationship status, and business development activities in CRM systems.
• Provide regular updates to senior leadership on client retention, new business won, and market feedback.
• Achieve performance targets based on client retention and aggregate net revenue growth.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Minimum 12+ years of experience in client relationship management, business development, investment consulting, or related fields.
• Proven track record of building and retaining client relationships, as well as winning new business.
• Familiarity with investment concepts and the ability to coordinate with investment professionals.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work collaboratively in a team‑oriented environment.
• Willingness to travel as needed within the region.

Base salary range for this role: Pay Range Minimum: 181,500 Pay Range Maximum: 246,800. In addition to the listed salary range, this position is eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co‑workers.