Business Development Director - Private Client
$155,800–$233,320 year
On-siteSan Francisco, California, United States or Florida, United States
Job Summary
Business Development Director at Baker Tilly, a senior-level role focused on accelerating growth across the firm’s Tax, Assurance, and Advisory practices within the Private Client sector. Responsible for identifying and developing new business opportunities in an assigned territory while building, managing, and expanding client and referral relationships. Collaborates with practice leaders to shape and execute go-to-market strategies, cross-service-line initiatives, and value-driven solutions for high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors. Leads deployment of sales techniques, maintains CRM discipline, performs account planning and research, drives pipeline growth, and travels up to 50% as needed to engage centers of influence and prospective clients.
Required Qualifications
- Undergraduate degree from an accredited college or university required
- Graduate degree preferred
- 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries
- Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Private Client, Family Office, Wealth Management, Trust and Estate, or related advisory environments
- Demonstrated understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession planning, family enterprise governance, and the complex advisory needs of affluent individuals and families
- Experience building relationships with centers of influence, referral networks, and executive-level decision-makers within the Private Client ecosystem
- Strong problem-solving, critical thinking, and thought leadership skills
- Strong written and verbal communication skills
- Ability to travel up to 50% as needed
Desired Qualifications
- Senior-level
- High-net-worth client experience
- Private Client
- Wealth management
- Family office
- Trust and estate
- Tax advisory
- Business development
- Sales leadership
- CRM (Salesforce)
- Go-to-market strategy
- Cross-service line collaboration
- Account planning
- Relationship management
- Communication skills
- Travel flexibility
- Graduate degree (preferred)
- Undergraduate degree required
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