Baker Tilly US
Baker Tilly US
Baker Tilly US — ұйымдарға бухгалтерлік есеп, аудит, салық салу және бизнес-консалтинг қызметтері арқылы қаржылық, операциялық және стратегиялық мәселелерді шешуге көмектесетін кәсіби қызметтер компаниясы. Оның сараптамасы киберқауіпсіздік, жасанды интеллект бойынша консалтинг, ESG және тұрақты даму, тәуекелдер жөніндегі консалтинг және басқа да мамандандырылған бағыттарды қамтиды. Компания құрылыс, денсаулық сақтау, логистика, энергетика, жоғары білім беру және жылжымайтын мүлік сияқты салалардағы клиенттермен жұмыс істеп, салалық білімін практикалық ұсынымдармен ұштастырады. Baker Tilly US жаһандық Baker Tilly International желісінің құрамына кіреді.

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.

Сипаттама

  • 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.

Талаптар

  • 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.

Артықшылықтар

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

Ұқсас жұмыс орындары

Red Hat

Consulting Cloud Architect, OpenShift

Red Hat

Design and deliver Red Hat OpenShift, Kubernetes, and hybrid cloud solutions for enterprise customers. Lead customer engagements focused on infrastructure, automation, and application delivery.

Ашу
Kreato Global | BPO and Language Solutions
Red Hat

Red Hat OpenShift Cloud Consultant

Red Hat

Implement Red Hat OpenShift, Ceph, and Ansible solutions for enterprise customers in Israel. Design cloud architectures and advance DevOps automation at customer sites.

Ашу
Taurus SA

IT Technician and Client Support Specialist

Taurus SA
51 – 200 Қызметкерлер
Банк ісіКриптовалютаФинтех

Support Taurus’s corporate users and external clients at a regulated digital-asset fintech. Handle Azure infrastructure, endpoint support, ticket triage, and client issue resolution.

Ашу
RecruitGo

Remote Executive Assistant, Outreach and Marketing — Philippines

RecruitGo

Handle administrative support, CRM, outreach, and marketing for RecruitGo, an Employer of Record serving global clients with talent from emerging markets. Support two UK-facing clients with day-to-day administration and creative campaigns.

Ашу
Mars

Mars Customer Manager, Wegmans Account, Illinois Remote

Mars

Lead Mars Snacking’s Accelerator account strategy for Wegmans. Drive retailer growth through assortment, merchandising, pricing, promotions, and forecasting.

Ашу
Outforce

Credit Control and Collections Analyst

Outforce

Manage receivables, collections, and cash flow reporting for an FMCG business. Use SAP, Vend, and Excel to assess customer accounts and credit risk.

Ашу
Salonkee

Sales Representative, Salon Software — Göttingen

Salonkee
51 – 200 Қызметкерлер
SaaSМаркетплейсСұлулық

Grow Salonkee’s salon software business across Göttingen through local prospecting, product demonstrations, and end-to-end sales. Build relationships with salon owners and guide them from first contact through to closing.

Ашу
Salonkee

Hybrid Sales Representative, Lindau

Salonkee
51 – 200 Қызметкерлер
SaaSМаркетплейсСұлулық

Grow Salonkee’s salon software business across Lindau and Friedrichshafen through outreach, product demonstrations, and end-to-end sales. Build relationships with local salon owners and manage each opportunity through to closing.

Ашу