Associate Director, Client Solutions
Core
Sales support and coordination role enabling business development efforts for Cambridge Associates' investment services in Asia.
Role type
Associate Director, Client Solutions (Sales Support)
Builds
Investment consulting services, outsourced CIO, and non-discretionary portfolio management for endowments, foundations, pension plans, and UHNW private clients.
Domain
Asset Management / Investment Consulting
Required skills
Business development, RFP response, CRM management, prospect research, briefing document creation, meeting coordination, relationship mapping, sales process execution
Preferred skills
Greater China market network, Cantonese fluency, Mandarin fluency
Technologies
PowerPoint, CRM systems
Responsibilities
Source new leads and coordinate coverage of opportunities; conduct background research and respond to RFPs; create introductory materials and proposal letters; schedule and plan prospective client meetings; update CRM and report on trends; support brand-building at networking events; map ecosystem of clients and influencers.
Seniority
Senior, hands-on IC