Director, Client Solutions and Strategic Partnerships

Overview

About Us:

Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.

We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.

At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.

Job Summary:

The Director of Client Solutions & Strategic Partnerships is a leader responsible for driving the growth, adoption, and strategic direction of the firm’s asset management platforms. Serving at the intersection of sales, consulting, and product strategy, this role acts as a key liaison between financial professionals, internal teams, and third-party partners to ensure the delivery of innovative, market-leading solutions. The Director provides subject matter expertise, oversees platform operations, and builds strong relationships with financial professionals to align product development with client needs and business goals.

This role leads strategic partnerships, including oversight of Wealthport and other third-party management relationships, and spearheads collaboration with technology providers to translate Financial Professional feedback into actionable platform enhancements. The Director serves as a company spokesperson for product positioning, conducts ongoing market research to identify opportunities, and champions initiatives that enhance competitiveness and profitability. Success in this position requires exceptional communication skills, a deep understanding of asset management solutions, and the ability to influence cross-functional teams in a dynamic financial services environment.

Essential Duties

What You’ll Do:

• Lead strategic partnerships, including oversight of third-party management relationships
• Spearhead collaboration with technology providers to translate Financial Professional feedback into actionable platform enhancements.
• Serves as a company spokesperson for product positioning, conducts ongoing market research to identify opportunities, and champions initiatives that enhance competitiveness and profitability.
• Serve as knowledge leader using product expertise to lead the development and implementation of product marketing plans and goals of financial professionals
• Be a subject matter expert for the growth and adoption of our asset management platforms
• Spearhead operational tasks associated with ongoing maintenance and running our asset management platforms
• Build relationships with our financial professionals and leverage their feedback to guide development of the platform.
• Act as spokesperson for the company where product expertise and positioning is required to recommend and initiate product and program development while meeting profitability and growth objectives
• Perform continual market research to establish and maintain differentiation of approved products and identify new market opportunities
• Manage expenses for department travel and adhere to department and company budgetary guidelines
• Participate in and present during the company’s various conferences and meetings
• Interface collaboratively both within the company, as well as with alliance partners

Education & Experience

The ideal candidate will have intermediate to advanced experience in asset management platforms, relationship managment and sales; within the financial industry.

Certificates & Licenses

This role requires the FINRA Securities Industry Essentials (SIE) and Series 7 licenses.

We are open to considering this role at a more senior level depending on experience and qualifications.

Compensation: $90,000-$120,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.

Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.