US Private Client PIM Lead: Portfolio Execution & Strategy

Cambridge Associates LLC.; Boston, Northern (MA, KY); Hybrid; USD 166,000 - 222,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Job summary

Cambridge Associates is hiring a US Private Client Functional Lead to guide the Portfolio Implementation Management team, defining operating principles and advancing the trade implementation platform.

The role demands senior expertise, strategic leadership, and the ability to drive cross-functional change across practice and platform priorities. You will mentor managers, shape talent plans, and partner with Human Capital to grow a high-performing team.

Qualifications

• BA/BS required; MBA or CFA strongly preferred.
• 10+ years of related work experience in investment/portfolio operations.
• Experience serving institutional and private clients with varied service models.
• Excellent analytical, organizational, and project management skills.
• Strong leadership, judgment, and ability to influence across stakeholder groups.
• Superior oral and written communication and interpersonal abilities.

Responsibilities

• Lead US Private Client PIM function, setting priorities, practices, and service consistency.
• Be the senior subject matter expert and escalation point for complex private client portfolio issues.
• Drive improvements to trade management, implementation workflows, and platform processes.
• Lead initiatives that strengthen processes and deliver broad organizational impact.
• Coach and develop managers and senior team members; manage staffing and succession planning.

Skills

Leadership

Problem solving

Communication

Project management

Process improvement

Client relationship management

Strategic thinking

Team leadership

Education

BA/BS required

MBA or CFA preferred

Job description

Cambridge Associates is hiring a US Private Client Functional Lead to guide the Portfolio Implementation Management team, defining operating principles and advancing the trade implementation platform.

The role demands senior expertise, strategic leadership, and the ability to drive cross-functional change across practice and platform priorities. You will mentor managers, shape talent plans, and partner with Human Capital to grow a high-performing team.