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:
Position OverviewCambridge Associates is seeking a dynamic and results-driven Business Development Director to drive lead generation and pipeline building across all client types and service offerings within the US Southeast region. This role is pivotal in expanding the firm’s reach, cultivating new relationships, and supporting the growth of our institutional and private client businesses.
Job Description:
Key Responsibilities
Lead Generation & Pipeline Development
- Proactively identify, qualify, and develop new business opportunities across endowments, foundations, pensions, private clients, and other institutional segments.
- Build and manage a robust pipeline of prospects, ensuring consistent activity and progress toward growth targets.
Relationship Building
- Establish and nurture relationships with centers of influence (COIs), including consultants, industry associations, and key market participants within the region.
- Engage directly with prospects to understand their needs and position Cambridge Associates’ solutions effectively.
Programmatic Sourcing
- Collaborate with practice-wide business development programs to leverage firm-wide networks, including existing clients and investment managers.
- Utilize internal resources and cross-functional teams to identify additional contacts and opportunities for relationship development.
Strategic Outreach
- Represent Cambridge Associates at industry events, conferences, and networking forums to enhance visibility and generate leads.
- Develop and execute targeted outreach campaigns in partnership with marketing and practice leaders.
Collaboration & Reporting
- Work closely with client solutions, investment, and marketing teams to ensure seamless handoff and onboarding of new clients.
- Maintain accurate records of business development activities, pipeline status, and relationship progress in CRM systems.
- Provide regular updates and insights to senior leadership on regional business development performance and market trends.
Qualifications
- Bachelor’s degree required; advanced degree preferred.
- Minimum 12+ years of business development experience in financial services, investment management, or related fields.
- Proven track record of lead generation, relationship management, and sales pipeline development.
- Deep understanding of institutional and private client segments, with established networks in the assigned region.
- Exceptional communication, presentation, and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
- Willingness to travel within the region as needed.
- Bilingual, Spanish speaker a plus
Reports to: Head of Business Development
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.
Skills Required
- Bachelor's degree
- Advanced degree
- 12+ years of business development experience in financial services, investment management, or related fields
- Proven track record of lead generation, relationship management, and sales pipeline development
- Deep understanding of institutional and private client segments with established regional networks
- Exceptional communication, presentation, and interpersonal skills
- Ability to work independently and collaboratively in a fast-paced, team-oriented environment
- Willingness to travel within the region as needed
- Bilingual Spanish speaker
Cambridge Associates Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cambridge Associates and has not been reviewed or approved by Cambridge Associates.
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Healthcare Strength — Healthcare coverage is described as comprehensive, with plans that cover nearly everything including alternative medicines. The broader health, dental, and vision offering is positioned as generous and locally competitive with substantial employer support.
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Parental & Family Support — Parental leave is positioned as fully paid upon hire, alongside broad leave and time-off policies. Backup child, elder, and pet care adds practical support for caregiving responsibilities.
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Retirement Support — Retirement benefits include employer contributions, with references to matching in some plan descriptions. Employer-paid life and disability coverage further strengthens the financial protection portion of the package.
Cambridge Associates Insights
What We Do
We are a global investment firm and aim to help endowments & foundations, pension plans, and high net worth private clients implement and manage custom investment portfolios that generate outperformance and enable them to maximize their impact on the world. Working alongside its early clients, Cambridge Associates pioneered the strategy of high-equity orientation and broad diversification, which since its inception in the 1980s has been a primary driver of performance for institutional investors. Today, we deliver a range of portfolio management services, including outsourced CIO, non-discretionary portfolio management, investment staff extension, and asset class mandates. Cambridge Associates maintains offices in major financial centers across the globe, with headquarters in Boston, MA. Working with some of the world’s most sophisticated institutional investors, we bring a deep knowledge of portfolio management best practices to the clients we serve, and select our colleagues with great attention to their potential to become a valuable member of a collaborative, intelligent and hard-working team.
