Senior Investment Director - Private Client Portfolios
Cambridge Associates
Cambridge Associates is seeking an experienced Managing Director to lead a private client investment team, overseeing portfolios and client engagement while driving strategy and asset allocation decisions. The role emphasizes leadership, relationship building with sophisticated clients and outside advisors, and development of the broader investment team across discretionary and non-discretionary approaches. #J-18808-Ljbffr Cambridge Associates
- Cambridge Associates LLC in Boston is seeking an experienced Investment Director to manage diverse client portfolios ranging from $200 million to over $7 billion. The role involves creating investment strategies, conducting client analyses, and ensuring effective communication...Senior
$181.5k - $246.8k
...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...SeniorPrivate clientWork at officeLocal areaRemote workWorldwide- ...(“CA”) is a leading global investment firm. CA’s goal is to help... ..., and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ....Job Description Summary:Senior Investment Directors will work with colleagues to...SeniorPrivate clientLocal areaImmediate startWorldwide
- Cambridge Associates LLC. in Boston seeks an Investment Director to manage client portfolios, conduct investment analyses, and foster client relationships. The role requires appropriate investment knowledge, communication skills, and experience in portfolio management....Suggested
$176.4k - $231.5k
Senior Quantitative Portfolio ManagerFull-TimeBoston, MAThe Opportunity The Senior Quantitative Portfolio Manager will oversee broad derivatives... ...Quantitative Portfolio Management (QPM) team is part of Investment Management and focuses on asset-liability management (ALM...SeniorFull timeTemporary work- ...CIBC US in Boston seeks an Alternatives Client Portfolio Manager to act as a bridge between the alternative investment team, advisory channels, and UHNW clients. You will educate advisors and clients on private equity, private credit, hedge funds, and other assets, tailoring...Senior
- AbbVie seeks a strategic Discovery Portfolio Manager to oversee portfolio analytics, governance, and executive-level reporting across external studies. You will partner with multiple functions to align priorities, monitor KPIs, and drive continuous improvement in early...Senior
- MassMutual in Boston is seeking a Senior Quantitative Portfolio Manager to lead derivatives strategies and manage the Variable Annuity dynamic hedging platform. The role involves significant accountability for hedge design and performance across market environments, ensuring...Senior
- ...Therapeutics seeks an experienced leader to own the AI transformation portfolio, ensuring a clear view of purpose, scope, status, timing and... ...on priorities and decisions. You will build governance for investment decisions, deliver evidence-based scenarios and models, and...Senior
$155k - $210k
...ordinary, working with extraordinary clients spanning every industry,... ...believe in your potential and invest in it to build a legacy that... ...The RoleSenior Managers in our Private Client Services (PCS) practice... ...Principals, Trusts and Estates.Senior Managers can expect to:Engage...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- McDermott Will & Schulte LLP seeks a Senior Marketing Manager, Tax & Private Client to drive strategic, data-informed campaigns that elevate the firm’s market presence and generate new business opportunities. You will partner with Marketing leadership and cross-functional...SeniorPrivate client
- A prestigious academic institution in Cambridge, Massachusetts, is looking for an IP Portfolio Manager to provide expert patent advice and manage patent portfolios across various technological areas. The ideal candidate will have a bachelor's degree in physical or life...SeniorWork at officeRemote work
- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial... ...apply regarding outside activities or personal investing; affected employees will be expected to provide...SeniorFull timeWork experience placement
- ## Investment Managing DirectorApplylocations: Bostontime type: Full timeposted... ..., and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...Summary:**Investment Managing Directors (MDs) on the Venture Capital...Private clientApprenticeshipLocal areaWorldwide
- BNY Mellon in Boston, MA, seeks a Director, Portfolio Manager to lead US thematic Tech and US Equity Growth portfolios, shaping... ..., process, and performance. The role involves meeting clients, communicating investment strategy, overseeing asset management of significant assets...Senior
- TD Bank in Boston, MA is seeking a Credit Portfolio Manager II (CPM), Middle Market, to analyze and decide on credit for a designated portfolio... ...Officers, and drive credit initiatives while maintaining client relationships. The role requires 10+ years of experience, a...Senior
- ...Wealth in Philadelphia, PA is seeking a Senior Trust Advisor to administer and retain complex... ...financial strategies for high-net-worth clients. You will explain governing documents,... ..., real estate, charitable giving and portfolio management. #J-18808-Ljbffr TD Bank...SeniorPrivate client
- ...Description Job Description The Portfolio Senior Property Manager is... ...an excellent experience for clients and residents. Portfolio members... ...& leasing, sales brokerage, investment sales, construction, and new... ...list of the fastest-growing private companies in America. Our...SeniorWork at officeLocal areaFlexible hours
$77.4k - $100.6k
...Associates (“CA”) is a leading global investment firm. CA’s goal is to help... ..., and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so... ...Management Associate will partner with senior members of the Portfolio...Private clientFull timeWork at officeLocal areaWorldwide$250k - $295k
...) is a leading global investment firm. CA’s goal is to... ...ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...at the Managing Director level who will work as... ...Director will serve as a senior investment leader on...Private clientWork at officeLocal areaWorldwide$99k - $155k
...accounting and reporting for Private Debt. Private Debt Origination invests in junior/unitranche... ...and underlying portfolio financial information Work... ...and ability interact with Senior Management and outside parties... ...with private debt clients strongly preferred) Strong...SeniorPrivate clientWork at office3 days per week$166k - $222.4k
...) is a leading global investment firm. CA’s goal is to... ...ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...Functional Lead is a senior member of the Global... ..., including newer PIM Directors and adjacent partners...Private clientFull timeWork experience placementWork at officeLocal areaImmediate startWorldwide$154.5k - $302k
...law firms, banks and private equity firms on their... ...practice focuses on our clients’ strategic,... ...financial institutions, investment banks, opportunity funds... ...service team. The Tax Senior Director will supervise team staff... ....Responsible for a portfolio of clients of varying...SeniorPrivate clientFull timeWork at office$225k - $337.5k
The Global Head of Portfolio Management is a critical leadership role within State Street Investment Management's Investment Solutions Group... ...delivered effectively to clients. You will have responsibility... ...Stakeholder EngagementServe as a senior investment leader within ISG...SeniorFull timeTemporary workFlexible hours- We are seeking a Senior Private Client Relationship Manager to join our Private Client team. In this role, you will serve as a trusted advisor... ...and maintain strong, long-term relationships with a portfolio of high-net-worth individuals and families. Develop and present...SeniorPrivate clientWork at office
$145k - $245k
...relationships, solutions to address clients’ unique business goals... ...opportunity for a Tax Senior Manager to join our... ...of the nation’s leading private equity, and other alternative investment funds. You’ll gain... ...transaction, fund, and portfolio company audit, tax, and...SeniorPrivate clientLocal areaFlexible hours3 days per week- DescriptionThe Senior Architect will lead project teams to create... ...constraints, environmental factors or client needs. Lead architectural... ...calculations for public and private clients.Prepare and present... ...architect preferred.Portfolio demonstrating design and graphic...SeniorPrivate clientFor contractors
- ...firm, partnering with clients to solve the world’s most... ...infrastructure investment worldwide, our services... ...seeking an experienced Senior Transit Project/Program... ...the performance of the portfolio.Mentor junior staff and... ...with public- and private-sector clients to create...SeniorPrivate clientLocal areaWorldwideFlexible hours
$187.2k - $228.8k
Beth Israel Lahey Health, Inc. is hiring an Investment Director to join the growing BILH team, impacting both healthcare services and philanthropic... ..., with responsibilities including manager diligence, portfolio analysis, and investment discussions. Compensation is competitive...Senior- ...diverse team helping high-profile clients understand, analyze, and... ...nothing is more important than investing in our culture because it is... ...currently seeking a Manager/Senior Manager to join our Business... ...Responsibilities: Manage a portfolio of clients of various size...SeniorFull timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Investment Director - Private Client Portfolios. Be the first to apply!
- impact investment manager Boston, MA
- investment accounting manager Boston, MA
- investment sales manager Boston, MA
- investment executive Boston, MA
- investment director Boston, MA
- director investment banking Boston, MA
- investment manager Boston, MA
- director of customer service Boston, MA
- director client management Boston, MA
- director of client services Boston, MA




