Senior Private Client Director — Global Relationships Lead

Cambridge Associates LLC.; Town of Boston (NY); On-site; USD 181,500 - 246,800; Full time

Benefits offered by this job

Annual performance-based bonus

Comprehensive benefits package

Job summary

A global investment firm is seeking a Senior Client Director for their Private Client team in New York. This role focuses on managing ultra-high-net-worth relationships, driving new business, and delivering exceptional client service. The ideal candidate will have over 15 years of experience in investment consulting or wealth management, strong communication skills, and the ability to mentor team members. The compensation package includes a competitive salary ranging from $181,500 to $246,800, annual performance bonuses, and a comprehensive benefits package.

Qualifications

• Proven track record of building and retaining client relationships.
• Minimum 15+ years of experience in related fields.
• Strong investment acumen with an understanding of high-net-worth clients.

Responsibilities

• Cultivate and retain client relationships for ultra-high-net-worth individuals.
• Identify opportunities for business development through client networks.
• Lead proposal and onboarding process for new clients.

Skills

Private client relationship management

Investment consulting

Wealth management

Communication skills

Project management

Education

Bachelor’s degree

Advanced degree

Series 3

CFA/CAIA

Tools

Microsoft CRM Dynamics

Job description

A global investment firm is seeking a Senior Client Director for their Private Client team in New York. This role focuses on managing ultra-high-net-worth relationships, driving new business, and delivering exceptional client service. The ideal candidate will have over 15 years of experience in investment consulting or wealth management, strong communication skills, and the ability to mentor team members. The compensation package includes a competitive salary ranging from $181,500 to $246,800, annual performance bonuses, and a comprehensive benefits package.