US Private Lead, Portfolio Implementation Management

Location: Boston

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

The US Private Client Functional Lead is a senior member of the Global Portfolio Services team. This critical role is a member of both the practice and Portfolio Implementation Management leadership teams, bringing subject matter expertise, strategic oversight, and people leadership to the US Private Client PIM team. The Functional Lead is accountable for defining and advancing standard operating principles, identifying opportunities to enhance the trade implementation platform, service models, and processes, and ensuring the team is positioned to support the evolving needs of the practice and its clients.

The Functional Lead oversees all facets of the US Private Client PIM team, partnering with department, practice, and Human Capital leadership on talent development, staffing, succession planning, and team management. They are expected to operate as the senior subject matter expert on the most complex portfolio implementation and operational matters, independently drive solutions with broad organizational impact, and invest meaningfully in the development of others through coaching, mentorship, and formal management responsibilities. The role requires strong judgment, deep functional expertise, people leadership, and the ability to drive change across a complex stakeholder environment.