Associate Director, Global Client Solutions - Turbigo - Cambridge Associates

    Cambridge Associates
    Cambridge Associates Turbigo

    1 giorno fa

    Descrizione
    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.
    Possiede le competenze, l'esperienza e la determinazione necessarie per avere successo in questo ruolo? Lo scopra qui sotto.

    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 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.
    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 (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,
    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.

    xivgfpx It is expected that all employees will follow a similar policy toward their co‐workers.
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