Associate Director, 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.  For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

Job Description:

Cambridge Associates is expanding and investing in our business across all of Asia. We have investment, research and client development teams located in Hong Kong, Singapore and Beijing and are seeking a Client Solutions Associate Director to join our Hong Kong office in support of our client development efforts in the region. This individual will work closely with the client solutions team and specific investment teams within the region to source new leads and coordinate coverage of available opportunities which includes conducting basic research on opportunities, responding to request for proposals (RFPs), creating introductory materials in PowerPoint, 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 a large number of efforts at one time.

RESPONSIBILITIES

• 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 (T&E attorneys, CPAs, other family office advisors)
• Support brand-building efforts in the region, including attending networking events and conferences
• Support business development efforts in the Greater China region, including building relationships with prospects and influencers
• Coordinate with other Client Solutions Directors and investment teams to execute engagement and outreach plan across clients, prospects, and COIs
• Own and support end-to-end sales process execution which includes but not limited to:
  • Conducting background research on potential and actual opportunities. Participating in prospective client and client calls and writing briefing documents. Evaluating opportunities and apply business acceptance criteria to meet business goals for revenue growth and profitability
  • Write proposal letters and respond to RFPs
  • Preparing materials for meetings with clients, prospective clients, and influencers
  • Scheduling and planning for prospective client meetings with investment teams
  • Coordinating client and prospect meeting rehearsals with investment teams to ensure effective sales discussions
  • Updating 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

• A minimum five years of business development experience within the investment industry, ideally with a focus on UHNW families and/or institutional clients (e.g., sovereign wealth funds, pension funds, endowments, family offices) in Asia.

• Existing network in the Greater China market is a plus
• Outstanding communication (written and verbal) and interpersonal skills
• Strong listening and organizational skills
• 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
• The ability to strive for results, setting and achieving goals
• Capable of managing long-term relationships
• Undergraduate degree is required

Applicants must submit both a resume and a cover letter to be considered.

Base salary range for this role:

Pay Range Minimum:

Pay Range Maximum:

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.