What are the responsibilities and job description for the Senior Director, Relationship Management position at Cambridge Investment Research, Inc.?
Overview
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. We empower our associates to shape their future while helping financial professionals deliver meaningful outcomes for their clients. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview: The Senior Director, Relationship Management is responsible for strengthening and expanding relationships with Cambridge’s financial professionals while driving engagement across the full suite of tools, resources, and services the firm provides. You will play a critical role in delivering an exceptional advisor experience by identifying opportunities for added value, optimizing service delivery, and ensuring financial professionals are well-supported in growing and serving their clients.
Essential Duties
What You’ll Do:
What are we looking for?
The ideal candidate is a strategic, relationship-driven leader with deep industry knowledge; strong skills in communication, problem solving, and decision making; and a track record of operational excellence and consistent execution. This individual will stay attuned to financial markets, regulatory changes, evolving industry best practices, and the competitive landscape to help shape Cambridge’s approach and drive meaningful outcomes.
Who You Are:
You are an experienced leader in relationship management, advisor consulting, practice management, or a related financial services role, with a proven ability to build trust-based relationships and influence across all levels of an organization. You combine strategic agility with operational excellence—anticipating needs, analyzing trends, and translating insights into actionable strategies—while excelling at problem solving, decision making, and driving results in fast-paced, dynamic environments. Strong communication, facilitation, and presentation skills are essential, and this role requires approximately 25% travel.
Certificates & Licenses
$120,000-190,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role may be performed on a hybrid schedule near one of our hubs or fully remote, depending on candidate location and business needs. Applicants located near a Cambridge office may be asked to work a hybrid schedule. Remote applicants will also be considered for this position.
Work Authorization/Sponsorship: We are not currently considering applicants that need any type of immigration sponsorship now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
Recruiting Agencies: this position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
About Us: At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You’ll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It’s a place where your career and passion intersect. We empower our associates to shape their future while helping financial professionals deliver meaningful outcomes for their clients. Realize your potential, make a positive impact, and discover your Something Wonderful!
Job Overview: The Senior Director, Relationship Management is responsible for strengthening and expanding relationships with Cambridge’s financial professionals while driving engagement across the full suite of tools, resources, and services the firm provides. You will play a critical role in delivering an exceptional advisor experience by identifying opportunities for added value, optimizing service delivery, and ensuring financial professionals are well-supported in growing and serving their clients.
Essential Duties
What You’ll Do:
- Build and deepen relationships with financial professionals to enhance engagement and satisfaction across Cambridge’s platforms, tools, and resources.
- Examine trends, gather insights, and create innovative solutions that help better support advisors and improve their experience.
- Proactively identify and manage attrition risk in collaboration with home office partners, ensuring early intervention and strategic retention efforts.
- Develop, execute, and measure progress on annual business plans, aligning goals and initiatives with firmwide strategic priorities.
- Partner closely with internal teams to deliver high-impact education, training, and conference experiences that elevate advisor success and strengthen long-term relationships.
- Provide thought leadership by staying current with industry trends, regulatory updates, and competitive insights, and translate that knowledge into actionable strategies.
- Collaborate cross-functionally to address advisor needs, resolve complex issues, and drive continuous improvement across processes and service delivery.
- Serve as a trusted advocate for financial professionals, bringing forward opportunities, challenges, and feedback that influence strategy and enhance the advisor journey.
- Lead with a coaching mindset, fostering collaboration, accountability, and alignment across Relationship Management and internal partners.
What are we looking for?
The ideal candidate is a strategic, relationship-driven leader with deep industry knowledge; strong skills in communication, problem solving, and decision making; and a track record of operational excellence and consistent execution. This individual will stay attuned to financial markets, regulatory changes, evolving industry best practices, and the competitive landscape to help shape Cambridge’s approach and drive meaningful outcomes.
Who You Are:
You are an experienced leader in relationship management, advisor consulting, practice management, or a related financial services role, with a proven ability to build trust-based relationships and influence across all levels of an organization. You combine strategic agility with operational excellence—anticipating needs, analyzing trends, and translating insights into actionable strategies—while excelling at problem solving, decision making, and driving results in fast-paced, dynamic environments. Strong communication, facilitation, and presentation skills are essential, and this role requires approximately 25% travel.
Certificates & Licenses
- Financial Industry Regulatory Authority (FINRA) Series 7 required.
$120,000-190,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge? 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
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role may be performed on a hybrid schedule near one of our hubs or fully remote, depending on candidate location and business needs. Applicants located near a Cambridge office may be asked to work a hybrid schedule. Remote applicants will also be considered for this position.
Work Authorization/Sponsorship: We are not currently considering applicants that need any type of immigration sponsorship now or in the future to work in the United States. This includes, but is not limited to: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc.
Recruiting Agencies: this position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Salary : $120,000 - $190,000
