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Baker Tilly US
Baker Tilly US
5,001 – 10,000 कर्मचारी
H1B वीज़ा प्रायोजकनिर्माणलॉजिस्टिक्सस्वास्थ्य सेवा
Baker Tilly US एक पेशेवर सेवा फर्म है, जो लेखांकन, आश्वासन, कर और व्यावसायिक सलाहकार सेवाओं के माध्यम से संगठनों को वित्तीय, परिचालन और रणनीतिक चुनौतियों से निपटने में सहायता करती है। इसकी विशेषज्ञता साइबर सुरक्षा, कृत्रिम बुद्धिमत्ता परामर्श, ESG और स्थिरता, जोखिम सलाहकार सेवाओं तथा अन्य विशेष क्षेत्रों तक भी फैली हुई है। यह फर्म निर्माण, स्वास्थ्य सेवा, लॉजिस्टिक्स, ऊर्जा, उच्च शिक्षा और रियल एस्टेट सहित विभिन्न क्षेत्रों के ग्राहकों के साथ काम करती है और उद्योग संबंधी ज्ञान को व्यावहारिक मार्गदर्शन के साथ जोड़ती है। Baker Tilly US वैश्विक Baker Tilly International नेटवर्क का हिस्सा है।
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कंपनी की नौकरियाँ

Business Development Director, Private Client – Baker Tilly US (San Francisco, Onsite)

Baker Tilly US is seeking a Business Development Director to grow its Private Client tax, assurance, and advisory services in San Francisco. The role focuses on developing high-net-worth client and referral relationships that support firm growth.

USसंयुक्त राज्यCAकैलिफ़ोर्नियाFLफ़्लोरिडा
$1,57,900 – $3,03,310 / वर्ष
ऑन-साइटपूर्णकालिकलीडआवश्यक भाषा: अंग्रेज़ीव्यवसाय विकास प्रतिनिधि
Go

विवरण

  • Identify and pursue new business opportunities for the Private Client practice within an assigned territory.
  • Develop, manage, and strengthen client and referral-source relationships.
  • Work with practice leaders to create and execute go-to-market strategies and targeted growth initiatives.
  • Design value-focused solutions for high-net-worth individuals, family enterprises, privately owned businesses, family offices, trusts, estates, foundations, and their advisors.
  • Track and communicate developments in tax, wealth planning, estate and gift planning, family offices, succession, liquidity, and multigenerational wealth.
  • Lead sales approaches that integrate services across practice lines and geographic markets.
  • Cultivate relationships with family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, business owners, and other centers of influence.
  • Respond to firm-generated leads and requests from practice leadership.
  • Keep practice leaders informed about market conditions affecting strategically important accounts.
  • Record opportunity activity and notes in Salesforce while maintaining an accurate qualified-opportunity pipeline.
  • Meet closed-business revenue targets across new and existing client accounts.
  • Take part in market development meetings and internal discussions.
  • Build and maintain client relationships, support satisfaction, and resolve issues.
  • Coordinate with business development and practice leaders on an integrated go-to-market strategy.
  • Complete account planning and research for key accounts.
  • Conduct outreach and organize marketing campaigns to arrange meetings with referral sources and prospective clients.

आवश्यकताएँ

  • A bachelor’s degree is preferred; equivalent professional experience may substitute for the degree.
  • At least 10 years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, related industries, or professional services serving these sectors is required.
  • At least 10 years of experience selling or delivering tax, assurance, and/or consulting services in relevant advisory settings is required.
  • Demonstrated knowledge of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession, family enterprise governance, and complex advisory needs for affluent individuals and families.
  • Experience developing relationships with centers of influence, referral networks, and executive decision-makers across the Private Client ecosystem.
  • Strong problem-solving, critical-thinking, and thought-leadership capabilities.
  • Solid understanding of emerging technologies and digital solutions that support client service, relationship management, and business development.
  • Ability to implement a defined, planned directive with minimal day-to-day supervision.
  • Strong written and verbal communication skills.
  • Ability to travel up to 50% as needed.

लाभ

  • Eligible employees receive a comprehensive compensation and benefits package.
  • Performance-based and sales-based commissions may be part of the compensation structure.

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