Associate Director, Global Client Solutions job opportunity at Cambridge Associates.

Home Jobs In Italy Tag: Global Client Solutions Associate Director, Global Client Solutions position at Cambridge Associates


DatePosted 14 Days Ago bot
Cambridge Associates Associate Director, Global Client Solutions
Experience: General
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Global Client Solutions

Copy Link Report
degreeAssociate
loacation Milan, Italy
loacation Milan....Italy

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: Cambridge Associates is expanding and investing in our business across Europe and has recently launched our 14th office in Milan, Italy. We are building our investment team in Milan and are looking for a Client Solutions Associate Director to join our office in support of our business development efforts in Italy. This individual will work closely with the client solutions team and the Italian investment teams to coordinate coverage of available opportunities, which includes conducting basic research on opportunities, responding to request for proposals (RFPs), creating introductory materials 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. Job Description: 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 (attorneys, accountants, other family office advisors) • Support brand-building efforts in the region, including networking events and conferences • Conduct background research on potential and actual opportunities • Coordinate with other Client Solutions Directors and investment teams in EMEA to execute engagement and outreach plan across clients, prospects, and centers of influence • Participate in prospective client and client calls and write briefing documents. Evaluate opportunities and apply business acceptance criteria to meet business goals for revenue growth and profitability • Write proposal letters and respond to RFPs • Prepare PowerPoint materials for meetings with clients, prospective clients, and influencers • Schedule and plan for prospective client meetings with investment teams • Coordinate client and prospect meeting rehearsals with investment teams to ensure effective sales discussions • Update 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 • Five to ten years of business development experience within the investment industry, ideally with a focus on UHNW families and/or institutional clients (e.g., family offices, foundations, pension funds) in Italy. • Existing network in the Italian market. • 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. • Ability to travel in Italy and Europe. • Undergraduate degree is required • Italian and English languages are a must.   Base salary range for this role: Pay Range Minimum: 83800 Pay Range Maximum: 112200 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.

Other Ai Matches

Analyst, Global Client Solutions Applicants are expected to have a solid experience in handling Global Client Solutions related tasks
Global Investing Intern – Public Equities Applicants are expected to have a solid experience in handling Job related tasks
Global Investing Intern – Real Assets Applicants are expected to have a solid experience in handling Job related tasks
Global Investing Intern – Client Portfolios Applicants are expected to have a solid experience in handling Job related tasks
Investment Systems Support Intern Applicants are expected to have a solid experience in handling Job related tasks
Senior Client Director, Global Client Solutions Applicants are expected to have a solid experience in handling Global Client Solutions related tasks
Portfolio Compliance Associate Applicants are expected to have a solid experience in handling Job related tasks
Data Operations Associate Applicants are expected to have a solid experience in handling Job related tasks
Senior Client Director, GCS, Private Client Applicants are expected to have a solid experience in handling GCS, Private Client related tasks
GCS Associate Director Applicants are expected to have a solid experience in handling Job related tasks
Head of EMEA and APAC Client Solutions-Investment Management, Alternatives Applicants are expected to have a solid experience in handling Alternatives related tasks
Associate Director, Global Client Solutions Applicants are expected to have a solid experience in handling Global Client Solutions related tasks
Business Development Director, Global Client Solutions Applicants are expected to have a solid experience in handling Global Client Solutions related tasks
Investment Analyst - July 2026 Applicants are expected to have a solid experience in handling Job related tasks
Associate Director, Global Client Solutions Applicants are expected to have a solid experience in handling Global Client Solutions related tasks
Team Leader, Portfolio Compliance Applicants are expected to have a solid experience in handling Portfolio Compliance related tasks
Workplace Operations Assistant Manager Applicants are expected to have a solid experience in handling Job related tasks
Investment Analyst Applicants are expected to have a solid experience in handling Job related tasks
Analyst, Client Reporting Applicants are expected to have a solid experience in handling Client Reporting related tasks
Office Manager Applicants are expected to have a solid experience in handling Job related tasks
Legal Counsel Applicants are expected to have a solid experience in handling Job related tasks
Analyst, Client Reporting Applicants are expected to have a solid experience in handling Client Reporting related tasks
Investment Analyst - Hedge Funds Research Applicants are expected to have a solid experience in handling Job related tasks