Senior Private Client Director: Wealth Growth & Relationships

Cambridge Associates LLC; Boston (MA); Vor Ort; USD 181.500 - 246.800; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Annual performance-based bonus

Zusammenfassung

Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in client relationship management and investment consulting.

The ideal candidate will possess strong communication skills and a proven track record of success in related fields. The compensation includes a base salary range of $181,500 to $246,800, along with performance-based bonuses.

Qualifikationen

• 15+ years in private client relationship management, investment consulting, or wealth management.
• Proven track record in building and retaining client relationships.
• Strong investment acumen with high-net-worth clients.

Aufgaben

• Cultivate private client relationships and drive new business.
• Serve as primary relationship manager, ensuring client satisfaction.
• Mentor associates in client service and business development.

Kenntnisse

Client relationship management

Business development

Investment consulting

Communication skills

Project management

Ausbildung

Bachelor's degree

Advanced degree

Series 3

CFA/CAIA

Tools

Microsoft CRM Dynamics

Jobbeschreibung

Cambridge Associates LLC in Boston is seeking a Client Director to strengthen and maintain relationships with ultra-high-net-worth clients while driving new business opportunities. This role is pivotal in managing investment portfolios and requires extensive experience in client relationship management and investment consulting.

The ideal candidate will possess strong communication skills and a proven track record of success in related fields. The compensation includes a base salary range of $181,500 to $246,800, along with performance-based bonuses.