Business Development Director - Private Client

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com orjoin the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmativeaction employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Advisory practices. This role is directly responsible for identifying and developing new business opportunities within the Private Client sector in an assigned territory, while building, managing, and expanding strong client and referral relationships.

The Director serves as a key contributor to the growth of the Private Client Practice, partnering with practice leaders to shape and execute go-to-market strategies and drive market-focused growth initiatives. This includes collaborating across service lines to develop innovative, value-driven solutions that support high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and the advisors who serve them.

This position requires a strong understanding of tax planning, estate and trust matters, succession planning, family office operations, business transition strategies, regulatory considerations, and the evolving needs of affluent individuals and families. It is critical to enhancing Baker Tilly’s market position and delivering differentiated value to clients navigating complex personal, business, and family financial matters.

You will have the opportunity to:

• Understand key Private Client service offerings and confidently communicate their application to high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors
• Demonstrate an understanding of estate and gift planning, trust and fiduciary considerations, family governance, succession planning, liquidity events, business transition planning, and family office services and their impact on client goals and decision-making
• Monitor and communicate emerging trends related to tax legislation, wealth planning, estate and gift planning, family office evolution, business succession, liquidity events, and generational wealth transfer to identify and develop new business opportunities
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of service and geographies
• Possess a broad understanding of macroeconomic, regulatory, tax, and market trends impacting affluent individuals, family enterprises, privately held businesses, and family offices
• Have a conversational understanding of the firm’s significant service offerings beyond Private Client that intersect with our team's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated and mutually reinforcing marketplace
• Build, maintain, and expand relationships across the Private Client ecosystem, including family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, business owners, and other centers of influence
• Perform regular and prompt follow-up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership
• Maintain a clear understanding of who your team wishes to target for business development purposes - and why
• Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols
• Attain closed business revenue goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to the Firm each fiscal year
• Participate as a key team member on all relevant market development meetings and other in-house discussions
• Create, sustain, and grow relationships with new and existing clients through regular, open communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise
• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers
• Collaborate with other BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• Perform account planning and key account research to optimize business development efforts and account penetration
• Perform primary outreach efforts and coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with centers of influence, referral sources, and prospective clients

Qualifications

• Bachelor’s degree preferred, or equivalent years of experience in lieu of a degree.
• 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries, or in professional services supporting these sectors (e.g., accounting, law, tax advisory, family office advisory, or consulting), required
• 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, required
• 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
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills
• Strong understanding of emerging technologies and digital solutions supporting client service delivery, relationship management, and business development
• Ability to work under a defined and planned directive with minimal direct day-to-day supervision for implementation
• Strong written and verbal communication skills
• Ability to travel up to 50% as needed

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Other compensation for this role may include performance and sales-based commissions.

In Miami, Florida the pay rate is: $155,800-$233,320

In San Fransico, California the pay rate is: $191,800-$303,310

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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