Senior US Private Client PIM Lead

Cambridge Associates LLC; Massachusetts; Vor Ort; USD 166.000 - 222.000; Vollzeit

Zusammenfassung

Cambridge Associates LLC in Boston, MA, is seeking a Functional Lead for US Private Client Portfolio Implementation Management. You will lead the US Private Client PIM function, set priorities, define operating practices, and ensure service consistency across regions.

This role requires deep portfolio operations expertise, senior leadership, and the ability to drive change in a complex stakeholder environment.

Qualifikationen

• BA/BS required; MBA or CFA strongly preferred.
• 10+ years of related work experience; investment and portfolio operations background required, with alternative asset servicing and experience working with regulated fund vehicles preferred.
• Experience working with institutional and private clients, with the ability to differentiate among service models and align offerings with evolving client needs.
• Demonstrated analytical, organizational, project management, and process improvement skills.
• Exceptional leadership skills, including strong judgment, decision-making, and the ability to influence desired outcomes across stakeholder groups.
• Excellent oral and written communication skills, with the interpersonal ability to independently manage challenging client and stakeholder situations.
• Self-reliant, strategic, and results-oriented, with a track record of driving meaningful change and broad impact.
• Ability to balance immediate practice needs with broader functional and platform priorities.

Aufgaben

• Lead the US Private Client PIM function, setting direction for team priorities, operating practices, execution standards, and service consistency.
• Serve as the senior subject matter expert and main point of escalation for the most complex, non-standard, and high-risk private client portfolio implementation issues.
• Demonstrate mastery of core middle-office functions and CA applications, with deep understanding of trade management, implementation workflows, and related processes.
• Anticipate issues and advise on complex client nuances, operational requirements, and trade-related complexities.
• Lead process and policy enhancements and identify opportunities to improve the trade implementation platform, service models, and operating procedures.
• Advocate for controls and best practices, challenge the status quo, and independently drive solutions that improve processes and procedures across the platform.
• Lead formal initiatives with Operations and business teams that strengthen processes and deliver broad organizational impact.

Kenntnisse

Leadership

Analytical

Communication

Project management

Process improvement

Decision making

Stakeholder management

Strategic thinking

Ausbildung

BA/BS

MBA or CFA

Jobbeschreibung

Cambridge Associates LLC in Boston, MA, is seeking a Functional Lead for US Private Client Portfolio Implementation Management. You will lead the US Private Client PIM function, set priorities, define operating practices, and ensure service consistency across regions.

This role requires deep portfolio operations expertise, senior leadership, and the ability to drive change in a complex stakeholder environment.