Associate Director, Global Client Solutions

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.

Job Description Summary: Cambridge Associates seeks a dynamic Client Solutions Associate Director to join our London office to support business development efforts across the global insurance opportunity set within the Retirement, Insurance and Government (RIG) practice. This individual will work closely with the broader RIG client solutions team and the Insurance investment team to engage in strategic marketing efforts, support the curation of available opportunities, which includes conducting basic research on opportunities, responding to request for proposals (RFPs), creating introductory materials and tracking all activity and recording it in a CRM system. The position requires a great deal of teamwork and collaboration within Cambridge Associates. The individual should be capable of handling many efforts at one time.

Job Description:

• Develop a complete understanding of Cambridge Associates’ investment services, processes and philosophy and passionately articulate the firm’s capabilities with internal constituents.
• Work closely with the regional Client Solutions team members as well as global client solutions colleagues and investment teams to map ecosystem – clients, prospects, influencers (attorneys, accountants, other family office advisors).
• Support brand-building efforts in the regions of focus - Bermuda, US and London, including networking events and conferences.
• Conduct background research on potential and actual opportunities.
• Coordinate with other Client Solutions Directors and Insurance investment team to execute engagement and outreach plan across clients, prospects, and centres of influence.
• Participate in prospective client and client calls and write briefing documents. Evaluate opportunities and apply business acceptance criteria to meet business goals for revenue growth and profitability.
• Write proposal letters and respond to RFPs.
• Prepare PowerPoint materials for meetings with clients, prospective clients, and influencers.
• Schedule and plan for prospective client meetings with investment teams.
• Coordinate client and prospect meeting rehearsals with investment teams to ensure effective sales discussions.
• Update CRM system and report on trends.
• Work collaboratively and in close partnership with colleagues at Cambridge Associates spanning various groups including client solutions, marketing, firm & practice leadership, investment directors, legal, and finance.
• Proactively share industry trends, lessons learned, and information on competitors with colleagues at Cambridge Associates.

QUALIFICATIONS:

• Substantial investment oriented or business development experience at an advisor, fund, intermediary or related industry, ideally with a focus on or institutional clients (e.g. foundations, pension funds).
• Interest and understanding of financial services and institutional portfolio construction.
• Outstanding communication (written and verbal) and interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to operate independently with a high-level of direct responsibility, while also partnering effectively with both fellow client solutions team members and investment teams.
• Proactive and goal oriented with desire to strive for results.
• Capable of managing long-term relationships.
• Ability to work in the London office multiple days a week and comfort with travel as needed.
• Undergraduate degree is required.
• Must be eligible to work without sponsorship or restriction in the UK.

Base salary range for this role: Pay Range Minimum: 68600 Pay Range Maximum: 89200. In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

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.