Senior Client Implementations & Transitions Lead

Cambridge Associates; Boston (MA); On-site; USD 137,000 - 183,000; Full time

Job summary

Cambridge Associates in Boston, MA seeks a senior client implementations professional to lead onboarding, transitions, service changes and offboarding for the U.S. Private Client business.

As a senior individual contributor, you will partner with CIOs, Investment Directors and clients, align stakeholders, manage risks and drive end-to-end implementation strategy in complex environments. The role emphasizes governance and scalable delivery for growth and client satisfaction.

Qualifications

• Bachelor’s degree (preferably in a relevant field).
• Proven experience leading complex client onboarding, transition and service change events within investment management, wealth management or a related buy-side environment is essential.
• Deep understanding of investment operations, implementation workflows and service-provider co-ordination across complex client structures, with a proven track record of delivering complex operating model changes.
• Knowledge of alternative asset classes, in particular; Private Equity, Private Credit, Hedge Funds, and Real Assets would be advantageous.
• A high-level understanding of the US regulatory landscape would be advantageous.
• Excellent client relationship management skills, with the ability to build credibility and trust with both internal stakeholders and external clients.
• Demonstrated ability to influence across multiple stakeholder groups, including senior business leaders, client-facing teams, operations, legal, compliance and third-party providers.
• Strong judgement and experience managing complex decisions, competing priorities and implementation risk in a client-sensitive environment.
• Track record of contributing to strategic priorities, process improvement and operating model enhancement, not solely day-to-day execution.
• Must be a keen problem solver. The individual should be able to confidently tackle unfamiliar challenges and tasks.
• Excellent analytical skills and attention to detail.
• Able to own, manage and escalate implementation risk, with experience making risk-based decisions in complex and time-sensitive situations.
• Exceptional verbal and written communication skills, with confidence engaging senior internal stakeholders and sophisticated external clients.
• Ability to multi-task and manage time is critical. The individual will be tasked with overseeing multiple change projects simultaneously.
• Ability to work independently and to tight deadlines.
• A proven track record of identifying and implementing process improvements, and contributing to strategic initiatives and operating model development.
• Able to work collaboratively with others – both as a project lead and as a contributor (to strategic initiatives).
• Proficient in using Microsoft Office (Excel, Power Point, Word, SharePoint and Visio) and project management tools.
• Experience supporting Ultra High Net Worth / Private Clients would be advantageous.

Responsibilities

• Lead senior relationship partner to event stakeholders, including but not limited to Business Development Directors, CIOs, Investment Directors, practice leadership and external clients throughout onboarding, transition, service change and off-boarding events.
• Build trusted relationships across the U.S. Private Client business to ensure implementation activity is aligned with client objectives, service expectations and broader business priorities.
• Engage proactively with external clients, family offices, custodians and third-party providers to support a seamless and high-quality implementation experience.
• Act as the senior point of contact for complex implementation matters, ensuring clear communication, effective expectation setting and timely resolution of issues.
• Lead the end-to-end implementation strategy and execution for complex client onboarding, service change and off-boarding events across the U.S. client base, with a particular focus on Private Clients.
• Establish the implementation approach, governance structure, key decision points, milestones and stakeholder accountabilities for each engagement.
• Maintain oversight of implementation plans, status, actions and stakeholder communications to support disciplined delivery and informed decision-making.
• Ensure key milestones, service expectations and implementation deliverables are met.
• Drive alignment across internal and external stakeholders to deliver successful implementation outcomes while balancing client needs, operational feasibility, risk and timing considerations.
• Own the identification, assessment and management of implementation risks, dependencies and issues across complex client events.
• Exercise sound judgement in making and recommending complex implementation decisions, balancing client experience, operational integrity, regulatory requirements and firm risk considerations.
• Escalate material risks and sensitive matters appropriately, while maintaining accountability for driving resolution and protecting client outcomes.
• Contribute to the development of the U.S. Client Implementations & Transitions operating model, including governance, process standards and cross-functional ways of working.
• Identify themes, bottlenecks and opportunities arising from implementation activity and implement changes that improve scalability, efficiency, risk management and client experience.
• Lead post-implementation reviews and capture lessons learned to strengthen future execution and the broader client implementation framework.

Education

Bachelor’s degree

Job description

Cambridge Associates in Boston, MA seeks a senior client implementations professional to lead onboarding, transitions, service changes and offboarding for the U.S. Private Client business.

As a senior individual contributor, you will partner with CIOs, Investment Directors and clients, align stakeholders, manage risks and drive end-to-end implementation strategy in complex environments. The role emphasizes governance and scalable delivery for growth and client satisfaction.