Managing Director, GCS, BD and Relationship Management for Private Clients

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

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.

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.

Compensation and Benefits

Base salary range for this role: Minimum $181,500 – Maximum $246,800. In addition to the listed salary range, this position is 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.