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Lead end-to-end strategy and execution for complex client onboarding, transitions, service changes and off-boardings for U.S. Private Clients. Act as senior liaison to stakeholders and external providers, manage risks and governance, drive cross-functional decisions, and ensure disciplined delivery. Contribute to operating model improvements, lead post-implementation reviews, and provide subject-matter expertise and guidance to colleagues.

Supports the firm’s global inclusion and community strategy, particularly across APAC and EMEA. Develops cultural awareness programming, learning sessions, employee engagement and volunteerism initiatives, stakeholder partnerships, communications, and community relationships. Translates global priorities into regionally relevant programs, contributes to measurement and reporting, and coordinates projects across multiple workstreams. Requires strong cross-cultural competence, facilitation, communication, judgment, and stakeholder management skills.

Lead client relationship management and business development for ultra-high-net-worth private clients and family offices. Drive new business, retain and deepen client relationships, oversee proposals and onboarding, mentor junior staff, coordinate with investment teams, and report on retention and revenue performance.

Lead portfolio construction and manager evaluation for institutional clients across public and private asset classes. Present recommendations to clients and committees, prepare analyses and materials, support business development, and mentor junior staff while contributing to team strategy and portfolio management.

Serve as the primary relationship manager for a portfolio of institutional and private clients in the San Francisco region, driving retention and new business, coordinating tailored investment solutions with internal teams, leading proposals and onboarding, mentoring associates, and meeting targets for client satisfaction and net revenue growth.

Drive lead generation and pipeline growth across institutional and private client segments in the US Southeast. Build relationships with prospects and centers of influence, represent the firm at events, collaborate with internal teams for client onboarding, and track/report business development activity in CRM to meet regional growth targets.

Lead and execute business development efforts for Cambridge Associates in Asia. Source leads, respond to RFPs, prepare client materials, coordinate meetings and rehearsals, maintain CRM, support regional brand-building and outreach, and collaborate with investment, marketing, legal, and finance teams to win and manage institutional and UHNW relationships in Greater China.

Lead business-development execution for the Private Client Practice, managing RFPs, proposals, pitch materials, and prospect strategy. Support select client relationships, coordinate cross-functional teams, maintain CRM records, and improve processes to drive new business and ensure high-quality client service.

Serve as strategic HR partner to assigned business units, advising leaders on talent, performance, employee relations, organizational design, change management, and HC analytics. Lead initiatives to improve organizational effectiveness, coach managers, manage investigations and disciplinary actions, track workforce KPIs, and collaborate across HR to deliver integrated people solutions.