Managing Director, GCS, BD and Relationship Management for Private Clients
Cambridge Associates LLC.
## Senior Client DirectorApplylocations: Dallastime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000349**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 **Job Description Summary:**The Client Director, Texas Region will serve as a senior relationship leader for a diverse portfolio of clients, working closely with investment and cross-functional teams to deliver high-quality, coordinated, and strategic service aligned with client objectives. The successful candidate will bring strong relationship management, commercial judgment, and business development capabilities, along with the ability to represent Cambridge Associates effectively across the Texas market. **Job Description:****Key Responsibilities****Client Relationship Management & Retention*** Serve as the primary senior relationship manager for a portfolio of clients served through the Dallas office, spanning families, endowments, foundations, pensions, and other institutional clients.* Build and maintain trusted, long-term relationships with client decision-makers and key stakeholders.* Partner closely with investment directors and broader client teams to deliver thoughtful, coordinated, and high-quality client service.* Lead client engagement activities, including regular meetings, issue resolution, and feedback discussions.* Maintain a high level of client satisfaction, engagement, and retention across the regional client base.* Identify evolving client needs and bring forward relevant firm capabilities and solutions.**Strategic Client Leadership & Advocacy*** Serve as a senior advocate for clients within the firm, helping ensure alignment, responsiveness, and excellent execution across internal teams.* Translate complex investment concepts and firm recommendations into clear, actionable communication for diverse client audiences.* Support clients in navigating strategic decisions by bringing insight, judgment, and a strong understanding of their objectives and constraints.* Provide market feedback and client perspective to internal stakeholders to help inform broader commercial and service strategies.**Business Development – Texas Region*** Lead the development of Cambridge Associates’ business development strategy for the Texas region.* Take responsibility for executing against the regional business development vision, including prioritizing opportunities, cultivating relationships, and advancing prospective client conversations.* Represent Cambridge Associates in the Texas market through meetings, networking, industry events, and other relationship-building activities.* Identify opportunities to expand the firm’s presence across all relevant client segments in the region.* Support proposal development, finalist presentations, and onboarding activities for new clients.* Contribute to thoughtful market coverage plans and help drive sustainable growth in the region.**Cross-Functional Collaboration & Leadership*** Work collaboratively with colleagues across investment, business development, marketing, operations, and other functions to deliver an integrated client experience.* Share best practices and help strengthen collaboration across Global Client Solutions teams.* Mentor and support junior colleagues involved in client service and relationship management efforts.**Performance Management & Reporting*** Maintain disciplined pipeline, relationship, and activity tracking in firm systems.* Report on client engagement, retention, business development progress, and regional market activity to senior leadership.* Help drive outcomes aligned with firm goals for client retention, growth, and market presence in Texas.**Qualifications*** Bachelor’s degree required; advanced degree and/or relevant professional designation preferred.* 12+ years of experience in client relationship management, business development, investment consulting, or a related field.* Demonstrated success managing sophisticated client relationships and contributing to new business growth.* Experience working with a broad range of client types, including family, nonprofit, and institutional investors.* Strong understanding of investment concepts and the ability to work effectively with investment professionals and clients on complex topics.* Excellent communication, presentation, and interpersonal skills, with the ability to influence and build credibility across internal and external stakeholders.* Proven ability to operate collaboratively, strategically, and with sound judgment in a matrixed organization.* Strong organizational and execution skills, with the ability to manage multiple priorities effectively.* Willingness to travel across Texas and, as needed, more broadly.Base salary range for this role:Pay Range Minimum:181500Pay Range Maximum:246800In 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.
#J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Managing Director, GCS, BD and Relationship Management for Private Clients in Dallas, TX vacancy
- ...Senior Private Client Relationship Manager Location: On site in Dallas, TX The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to organizations. In addition, you are responsible for advising...Private clientTemporary workWork experience placementLocal area
- ...Analyst is a leading independent private asset cloud-based analytics... ...investors (LPs) and fund managers (GPs) to get better, more actionable... ...-edge solutions for our clients. For our analyst team, this means... ...The Private Equity Client Relationship Manager serves as the primary...Private clientFull timeCasual workWork at office
- ...Executive Director, Business Development The Executive Director, Regional BD is responsible for driving sales... ...plans, building trusted relationships, and orchestrating... ...territory, balancing new client acquisition with... ...of existing accounts. Manages an optimized territory...BdWork at officeImmediate startShift work
- ...services company serving both public and private sector clients. We drive digital transformation... ...partners via email, calls, and LinkedIn Manage pipeline and CRM updates; support deal... ...industry event coordination Collaborate with BD, marketing, and delivery teams on...Private clientBdInternship
- Goldman Sachs is seeking a seasoned recruiter to join the Private Wealth Management Experienced Hire Recruiting Team in the US to lead end-to... ...deep wealth management knowledge, strong stakeholder relationships, and the ability to operate with integrity in a fast-paced...Private client
- ...Industry Biotechnology Type Privately Held, VC-backed Founded 2019... ...candidate will be responsible for managing existing top-tier biopharma relationships and driving new business across a... .... Experience as a first or early BD lead at a life sciences tools company...BdContract work
$180k - $250k
...to make an impact, not just manage projects, but change how the... ...growth, shaping large‑scale client transformations, and leading... ...capital programs across public and private sector clients. You’ll... ...engagements while building executive relationships across priority industries....Private clientLive inWork at officeLocal areaRemote workFlexible hours$200k - $350k
...estimating operations, and leading client acquisition and retention... ...ideal candidate will be a relationship-driven, hands-on executive with... ...with both public and private clients. Oversee bid strategy... ...programs. Establish and manage key account frameworks for...Private clientWeekly payFor contractorsRelocation package- ...talented Business Development (BD) team in place; a CRM in... ...key role in executive level client conversations, adding credibility... ...including Business Development Managers, Proposals, and Marketing... ...Presence Develop and maintain relationships with key accounts in the Company...BdFull timeContract workLocal areaImmediate startShift work
- ...diverse team helping high-profile clients understand, analyze, and... ...is currently seeking a Senior Manager to join our Business Tax... ...a key role in growing KPMG's private client tax practice, which focuses... ...internal and external client relationships and help build new...Private clientPrivate practiceWork at officeLocal area
- ...a Dallas-based, founder-led private investment firm with over $10 billion in assets under management across real estate, financial... ...and cultivating institutional relationships that align with LCG's long‑term... ...Group is seeking a Managing Director, Institutional Capital...Permanent employmentFull time
$125k - $191k
...Tax Manager - Private Client Services Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...ability to manage, mentor and develop a team Strong relationship management and practice development skills Ability to...Private clientFlexible hours$155k - $244.99k
...Tilly US in Dallas, Texas is seeking a Business Development Director. This senior-level role focuses on accelerating growth... ...candidate will have over 15 years of industry experience and will manage client relationships while developing new business opportunities. The position...Bd$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship... ...partner with Branch, Wealth Management and Private Bank to identify and deliver...Work experience placementWork at office- ...Analyst is a leading independent private asset cloud-based analytics... ...investors (LPs) and fund managers (GPs) to get better, more actionable... ...-edge solutions for our clients. For our analyst team, this means... ...The Private Equity Client Relationship Manager serves as the primary...Private clientFull timeCasual workWork at office
- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...tax laws and regulations. Build impactful relationships with clients and maintain relationships with firm leadership...Private clientTemporary workPrivate practiceWork at officeLocal area
$100k - $110k
...% Job Category: Business Development National Sales Director – Insurance Replacement, Private Client GO Rentals | Four Current Openings | $100,000–$110,0... ...worlds. Role Summary This is a builder's role for a relationship architect. You'll sit at the table with executive leadership...Private clientFull timeLocal area$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship... ...partner with Branch, Wealth Management and Private Bank to identify and deliver...Work experience placementWork at office- ...Office) Join a team that prioritizes relationships, excellence, and growth. Are you a... ...enjoys building trusted relationships with private clients? Do you thrive in a collaborative... ...Deliver exceptional service while managing all aspects of client insurance programs...Private clientWork at officeFlexible hours
- ...Full Time Description & Requirements The Private Client team helps high-net-worth individuals and multigenerational families manage financial complexity with confidence. Through... ...for clients, advisors, and relationship partners Lead and participate in multi-advisor...Private clientHourly payFull timeWork at officeFlexible hours
$146k - $200k
...Tax Senior Manager, Private Client Services Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm... ...participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals...Private clientPrivate practiceWork at office$200k - $275k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and... ...'ll be doing As a Senior Relationship Manager, you’ll focus on growing direct revenue,...Remote work$185k - $230k
...Position Summary The Wealth Management Managing Director leads a team of Wealth... ...existing and prospective clients through a robust growth... ...solutions while fostering relationship-based skills necessary to... ...experience. *3+ years of private wealth advisory team leadership...Temporary workLocal areaFlexible hours- ...Managing Director, Executive Recruiting About the Company International... ...and Recruiting Type Privately Held, VC-backed Founded... ...is dedicated to matching clients with the right leaders, a... ...long-term approach to client relationships. Candidates for this role...
- ...foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...from decades of global presence, local expertise, and relationships with the top global investment managers across the...Private clientLocal areaWorldwide
- ...national and regional clients and clearly communicate... ...of work. Build relationships within all HDR business... ...Select, train, mentor and manage geotechnical personnel... ...geotechnical services director to align strategies and... ...efforts for public and private clients. Demonstrated...Private client
- ...Managing Director, Human Resources Consulting About the Company Globally acclaimed... ...Management Consulting Type Privately Held About the Role The... ...responsible for day-to-day operations, client relationships, and the execution of growth and profitability...Remote work
$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and support high‑net‑worth clients through financial solutions and referrals. Desired Qualities Deeply curious...Work experience placement$100k - $120k
...Group partnered with a global private equity company headquartered... ...Dallas, TX. We are seeking a Manager Internal Audit . The Manager... ...affiliates, and its private equity clients. The Manager’s... ...skepticism. Possess strong skills in relationship building, problem solving, and...Private clientImmediate start- ...Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external... ...achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the...Private clientShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director, GCS, BD and Relationship Management for Private Clients. Be the first to apply!
Related searches



