Business Development Director Asset Management

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 192,000 - 303,000; Full time

Job summary

Baker Tilly Advisory Group, LP in San Francisco seeks a Business Development Director to accelerate growth across Tax, Assurance, and Consulting within Asset Management. Lead the BD strategy, develop opportunities, and build strong client relationships across buy- and sell-side firms.

The role requires 10+ years in Asset Management or related professional services, extensive client engagement, and the ability to travel up to 50% across the U.S. and manage cross-functional GTM initiatives.

Qualifications

• Bachelor’s degree preferred, or equivalent years of experience.
• 10+ years of Asset Management–focused industries or in professional services.
• Minimum of 10 years selling or delivering tax, assurance, and/or consulting services within Asset Management environments.
• Eligibility to work in the U.S. without sponsorship required.
• Ability to travel up to 50% as needed.

Responsibilities

• Generate and manage a client facing pipeline- lead/own/participate in client pursuits (discovery, proposals).
• Represent the firm’s services across the Asset Management ecosystem.
• Demonstrate understanding of fintech and digital platforms to enhance client solutions.
• Develop understanding of fund structures and investment lifecycle.
• Co-Develop a sales plan for the assigned territory and report progress weekly.
• Craft clear, concise value propositions for services and solutions.
• Lead deployment of sales strategies across lines of service and geographies.
• Maintain knowledge of core offerings and position them to influence decision-makers.
• Create and grow relationships with new and existing clients and ensure satisfaction.
• Account ownership and strategic account management.
• Support deployment of industry systems and drive GTM for the industry.
• Innovate and grow the Asset Management practice through collaboration.
• Monitor trends in fintech and data-driven investing to identify opportunities.
• Maintain CRM compliance and keep an up-to-date pipeline.

Skills

Strong sales skills

Relationship building

Travel up to 50%

Education

Bachelor’s degree preferred or equivalent experience

Job description

Company 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.

Equal Opportunity Statement

Baker Tilly is an equal opportunity/affirmative action 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.

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 Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Asset Management sector in an assigned territory, while building, managing, and expanding strong client relationships. The Director serves as a key member of the Asset Management Industry Practice leadership team, partnering with practice leaders to shape and execute go-to-market strategies and drive industry-focused growth initiatives. This includes collaborating across service lines to develop innovative, value-driven solutions that support clients managing and investing capital across public and private markets— which includes traditional asset managers, hedge funds, venture capital firms, family offices, broker-dealers, and alternative investment managers leveraging digital platforms, data, and financial technologies to enhance investment operations and client outcomes. This role requires a strong understanding of investment strategies, fund structures (i.e., set-up, ownership, management, etc.), regulatory frameworks, and operational complexities, and is critical to enhancing Baker Tilly’s market position and delivering differentiated value to clients.

Key Responsibilities

• Generate and manage a client facing pipeline- lead//own/participate in client pursuits (i.e. client discovery, proposal (pursuit) strategy, proposal development).


• Represent the firm’s full suite of services across the Asset Management ecosystem, including investment managers, funds, and financial intermediaries.


• Demonstrate an understanding of emerging financial technologies and digital platforms (e.g., data analytics, automation, AI, blockchain) and their application within Asset Management to enhance client solutions and drive growth.


• Develop a strong understanding of fund structures, investment strategies, and the end-to-end investment lifecycle to effectively align firm services with client needs.


• Co-Develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.


• Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.


• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.


• Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers.


• 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.


• Account Ownership; Strategic Account Management.


• Support the deployment and drive the use of industry-specific systems, technology development, and lead overall sales strategy for the industry.


• Innovate and grow the Asset Management industry practice through collaboration, integrated solutions, and market differentiation.


• Monitor and communicate emerging trends in financial technology, digital transformation, and data-driven investing to identify new business opportunities.


• 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 deal ($) goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year.


• Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.


• Collaborate with other Firm Industry, Service & Geography BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach.


• Perform account planning and key account research to optimize BD efforts and account penetration.


• Make primary out-reach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals.


• Coach, develop and lead sales professionals (as well as industry resources) within the industry(s), and support other sales professionals with service or geographic alignment.


• Demonstrate strong problem-solving, critical thinking, and thought leadership skills.

Qualifications

• Bachelor’s degree preferred, or equivalent years of experience in lieu of a degree.


• 10+ years of experience in Asset Management–focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, financial advisory), required.


• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Asset Management environments (e.g., asset managers, hedge funds, venture capital, family offices, broker-dealers), required.


• Excellent sales skills and a proven track record of achieving KPI’s.


• Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience.


• Driven and ambitious individual with a strong desire to succeed.


• Eligibility to work in the U.S. without sponsorship required.


• Ability to travel up to 50% as needed.

Compensation

The pay rate range for this job position is $191,800 to $303,310. 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.

Benefits

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

Accommodations

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.