US Private Lead, Portfolio Implementation Management

Cambridge Associates LLC.; Boston (MA); 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

Firm Overview

Cambridge Associates ("CA") is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.

Job Description Summary

The US Private Client Functional Lead is a senior member of the Global Portfolio Services team. This critical role is a member of both the practice and Portfolio Implementation Management leadership teams, bringing subject matter expertise, strategic oversight, and people leadership to the US Private Client PIM team. The Functional Lead is accountable for defining and advancing standard operating principles, identifying opportunities to enhance the trade implementation platform, service models, and processes, and ensuring the team is positioned to support the evolving needs of the practice and its clients. The Functional Lead oversees all facets of the US Private Client PIM team, partnering with department, practice, and Human Capital leadership on talent development, staffing, succession planning, and team management. They are expected to operate as the senior subject matter expert on the most complex portfolio implementation and operational matters, independently drive solutions with broad organizational impact, and invest meaningfully in the development of others through coaching, mentorship, and formal management responsibilities. The role requires strong judgment, deep functional expertise, people leadership, and the ability to drive change across a complex stakeholder environment.

Job Description

Functional Leadership 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 Leadership and Culture Lead with sound judgement and accountability in complex, high-visibility situations. Create and cultivate a collaborative PIM culture focused on knowledge sharing, consistency, accountability, and continuous improvement Provide management and oversight of practice-level PIM colleagues and lead by example across regions, groups, and functions Demonstrate strong decision-making ability and take ownership for staffing plans, succession planning, and day-to-day management of senior team members Support the development of managers and team members through coaching, mentorship, and formal development support, including newer PIM Directors and adjacent partners Embody and promote CA values while leading change that improves the organization and makes CA a better place to work Platform Strategy Serve as the primary stakeholder contact on implementation, service offering, and business development needs. Build effective partnerships across regions, groups, and functions to advance team, practice and platform priorities. Communicate portfolio implementation strategies and considerations effectively to clients, prospects, managers, and vendors.

Qualifications

BA/BS required. An MBA or CFA is 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.

Salary and Benefits

Base salary range for this role: Pay Range Minimum: 166000 Pay Range Maximum: 222400

• eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.

Equal Employment Opportunity

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

Company Culture

Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm. Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact.

Accommodations

If you need a reasonable accommodation during your application process, please submit a request to [e-mail] that includes your first and last name, email, and type of accommodation(s) requested. If you need a reasonable accommodation for an interview that is already scheduled, please consult with your recruiter.