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Baker Tilly US
Baker Tilly US
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsistență medicalăConstrucțiiLogistică
Baker Tilly US este o firmă de servicii profesionale care ajută organizațiile să abordeze provocările financiare, operaționale și strategice prin servicii de contabilitate, audit, fiscalitate și consultanță de afaceri. Expertiza sa acoperă, de asemenea, securitatea cibernetică, consultanța în domeniul inteligenței artificiale, ESG și sustenabilitatea, consultanța în gestionarea riscurilor și alte domenii specializate. Firma lucrează cu clienți din sectoare precum construcțiile, sănătatea, logistica, energia, învățământul superior și sectorul imobiliar, combinând cunoștințele despre industrie cu îndrumarea practică. Baker Tilly US face parte din rețeaua globală Baker Tilly International.
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Locurile de muncă ale companiei

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.

USStatele Unite ale AmericiiCACaliforniaFLFlorida
157.900 $ – 303.310 $ / an
La sediuNormă întreagăLiderLimbă Obligatorie: englezăReprezentant dezvoltare afaceri
Go

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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