West Coast Investment MD & Private Client Leader

Cambridge Associates LLC.; San Francisco (CA); On-site; USD 279,000 - 341,000; Full time

Job summary

Cambridge Associates LLC in San Francisco is seeking an Investment Managing Director to lead and grow the West Coast private client business. You will oversee discretionary and non-discretionary portfolios and work with CIOs and investment teams to tailor portfolios from $100 million to several billion for wealthy families, founders, and family offices.

The role requires deep investment expertise, exceptional client-relations skills, and a focus on building durable relationships that translate

Qualifications

• BA/BS required.
• MBA or CFA strongly preferred.

Responsibilities

• Lead investment team in creating and developing diversified portfolios to meet customized client objectives.
• Serve as a trusted investment advisor to sophisticated families, founders, entrepreneurs, and family offices.
• Develop and implement investment objectives, policies, asset allocations, and risk management approaches for complex portfolios and trust structures.
• Select and evaluate investment managers for all asset classes, drawing on CA’s global research platform and manager relationships.
• Help clients navigate concentrated ownership positions, liquidity events, and the transition from wealth creation to long-term wealth stewardship.
• Provide mentorship and leadership of the investment team, fostering a culture of excellence, innovation, and continuous improvement.
• Lead the development and execution of the West Coast private client growth strategy in partnership with Private Client Practice leadership and Global Client Solutions.
• Deepen CA’s relevance and visibility among technology founders, entrepreneurs, next-generation wealth owners, and the advisors who serve them.
• Develop innovative approaches to engaging prospective clients and communicating CA’s value proposition, particularly around diversification, portfolio resilience, and access to global investment opportunities.
• In partnership with Global Client Solutions, cultivate relationships across the family office, technology, venture capital, and professional advisor communities.
• Represent Cambridge Associates through targeted events, conferences, thought leadership, and other business development opportunities.

Skills

Investment leadership

Client relationships

Communication

Negotiation

Business development

Education

MBA or CFA preferred

Job description

Cambridge Associates LLC in San Francisco is seeking an Investment Managing Director to lead and grow the West Coast private client business. You will oversee discretionary and non-discretionary portfolios and work with CIOs and investment teams to tailor portfolios from $100 million to several billion for wealthy families, founders, and family offices.

The role requires deep investment expertise, exceptional client-relations skills, and a focus on building durable relationships that translate