Senior Director, Family Office Services

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.

Job Description Summary

Location: Boston-based or willing to relocate highly preferred; exceptional New York-based candidates may be considered

Reports to: Head of Private Wealth Strategies and Family Office Services

Position Summary

The Senior Director of Family Office Services will lead Cambridge Associates' Family Office Services team within the Private Client Practice. The Senior Director will advance the team's mission to serve as a partner and resource across a range of family office services and solutions, including family office design, governance, legacy planning, and advisory services.

To advance this mission, the Senior Director will work directly with clients and prospects or in conjunction with trusted providers, while integrating these offerings with the firm's core investment management platform. The Senior Director will also oversee partnerships with external providers to deliver a full spectrum of family office and family administration services to clients and prospects.

As a new role at Cambridge Associates, this position offers substantial opportunity to shape its evolution and expand its impact across the Private Client Practice.

Key Responsibilities

Working closely with the Head of Private Wealth Strategies and Family Office Services, this role will focus on:

Strategic Leadership

• Refine the vision, mission, and strategy for the Family Office Services team in alignment with the Private Client Practice and firm-wide objectives.
• Partner with client leads to communicate and deliver Cambridge's value proposition for family office services and solutions.
• Establish and maintain a robust operating model for the team, including service delivery standards, workflows, and performance metrics.
• Partner with other stakeholders to develop external content that strengthens Cambridge Associates' brand and market positioning in Family Office Services, including thought leadership, client-facing materials, and campaign support aligned with the offering's strategic priorities.

Partnership Management

• Develop and manage relationships with external service providers (e.g., tax, legal, trusteeship, accounting, concierge, real estate, specialty asset management).
• Oversee the vetting, selection, and ongoing evaluation of third-party partners to ensure quality and alignment with client needs.
• Coordinate and monitor delivery of external services to ensure a seamless client experience.

Business Development & Client Engagement

• Collaborate with Private Client Practice leadership and business development teams to identify and pursue new business opportunities.
• Serve as a senior advisor to clients and prospects, sharing thought leadership and guiding them on family office matters.
• Represent Cambridge Associates at industry events, conferences, and client meetings.
• Equip investment teams through internal training and content creation to identify client-specific needs and communicate the value of family office services where appropriate.

Service Development & Delivery

• Design and implement an evolving range of in-house family office services, which may include:
• Family office design and governance structure
• Legacy planning and family advisory
• Integration with investment management services
• Understand client needs and tailor service offerings to the priorities of ultra-high-net-worth families and family offices.
• Deliver an exceptional client experience and foster satisfaction across all touchpoints.

Qualifications

• Bachelor's degree required; relevant advanced degree or certification (JD, MBA, CPA, CFP, CFA, or similar) helpful but not required.
• 5+ years of relevant experience in family office services, private wealth management, or a related field.
• Substantive expertise in one or more relevant areas preferred, such as family office design, governance and succession, financial, legacy or philanthropic planning, or tax and estate planning.
• Proven team management or other leadership experience.
• Exceptional interpersonal, communication, and client relationship skills.
• Existing network of relationships with external service providers (tax, legal, accounting, etc.) helpful but not required.
• Strategic thinker with strong business development acumen and commercial sensibility.
• Strong project management skills and a focus on operational excellence.
• High ethical standards and commitment to client confidentiality.

Pay Range Minimum

181500

Pay Range Maximum

246800

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.