Client Director-Southeast Region

Cambridge Associates LLC; Boston (MA); On-site; USD 181,500 - 246,800; Full time

Job summary

Cambridge Associates seeks a dynamic Business Development Director to drive lead generation and pipeline growth across the US Southeast. This role expands the firm’s institutional and private client reach, building strategic relationships with COIs and prospects.

You will lead cross-functional efforts with marketing, client solutions, and investment teams, tracking activity in CRM and reporting to leadership. A strong network in the region and travel flexibility are required.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Minimum 12+ years of business development experience in financial services, investment management, or related fields.
• Proven track record of lead generation, relationship management, and sales pipeline development.
• Deep understanding of institutional and private client segments, with established networks in the assigned region.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to travel within the region as needed.
• Bilingual, Spanish speaker a plus.

Responsibilities

• Lead Generation & Pipeline Development: identify, qualify, and develop new opportunities across endowments, foundations, pensions, private clients, and other institutional segments.
• Relationship Building: establish and nurture COI relationships and engage directly with prospects.
• Programmatic Sourcing: collaborate with firm networks and practice teams to identify contacts and opportunities.
• Strategic Outreach: represent the firm at events and execute targeted outreach campaigns with marketing.
• Collaboration & Reporting: work with client solutions, investment, and marketing teams; maintain CRM records and report progress.

Skills

Lead generation

Relationship management

Sales pipeline development

Communication skills

Travel willingness

Spanish bilingual

Education

Bachelor's degree

Advanced degree preferred

Tools

CRM systems

Job description

Firm Overview

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.

Job Description Summary

Position Overview Cambridge Associates is seeking a dynamic and results-driven Business Development Director to drive lead generation and pipeline building across all client types and service offerings within the US Southeast region. This role is pivotal in expanding the firm’s reach, cultivating new relationships, and supporting the growth of our institutional and private client businesses.

Key Responsibilities

Lead Generation & Pipeline Development

Proactively identify, qualify, and develop new business opportunities across endowments, foundations, pensions, private clients, and other institutional segments. Build and manage a robust pipeline of prospects, ensuring consistent activity and progress toward growth targets.

Relationship Building

Establish and nurture relationships with centers of influence (COIs), including consultants, industry associations, and key market participants within the region. Engage directly with prospects to understand their needs and position Cambridge Associates’ solutions effectively.

Programmatic Sourcing

Collaborate with practice-wide business development programs to leverage firm-wide networks, including existing clients and investment managers. Utilize internal resources and cross-functional teams to identify additional contacts and opportunities for relationship development.

Strategic Outreach

Represent Cambridge Associates at industry events, conferences, and networking forums to enhance visibility and generate leads. Develop and execute targeted outreach campaigns in partnership with marketing and practice leaders.

Collaboration & Reporting

Work closely with client solutions, investment, and marketing teams to ensure seamless handoff and onboarding of new clients. Maintain accurate records of business development activities, pipeline status, and relationship progress in CRM systems. Provide regular updates and insights to senior leadership on regional business development performance and market trends.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Minimum 12+ years of business development experience in financial services, investment management, or related fields.
• Proven track record of lead generation, relationship management, and sales pipeline development.
• Deep understanding of institutional and private client segments, with established networks in the assigned region.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Willingness to travel within the region as needed.
• Bilingual, Spanish speaker a plus.

Reports to

Head of Business Development

Base salary range for this role

• Minimum: 181500 Pay Range Maximum: 246800

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

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.

If you need a reasonable accommodation during your application process, please submit a request to [e-mail] that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.