Director - Client Strategy & Growth, Mortgage Risk

Baker Tilly Advisory Group, LP; Florida; Hybrid; USD 150,000 - 230,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Director of Client Strategy & Growth to act as a strategic partner to the Practice Leader. The role focuses on expanding market opportunities, strengthening client relationships, and identifying what clients will need next across the mortgage industry.

You will leverage industry credibility to advance opportunities and drive the Mortgage Risk Advisory Practice. The position emphasizes collaboration with Baker Tilly's Business Development professionals

Qualifications

• MBA or related advanced degree not required but experience in mortgage risk advisory is essential.
• Deep mortgage industry expertise with a proven network of industry relationships.
• Strong client relationship skills and a strategic growth mindset are required.

Responsibilities

• Strategic Growth & Market Development to expand Baker Tilly's Mortgage Risk Advisory Practice.
• Develop relationships with mortgage lenders, servicers, investors and market participants.
• Lead executive conversations and proposals from initial contact to solution discussions.
• Collaborate with Business Development to leverage mortgage-specific relationships and market intelligence.

Skills

Mortgage industry expertise

Industry relationships network

Client relationship skills

Strategic growth mindset

Job description

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 or join the conversation on LinkedIn, Facebook and Instagram.

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. 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:

Position Overview

The Director of Client Strategy & Growth serves as a strategic partner to the Practice Leader, with a dedicated focus on expanding market opportunities, strengthening client relationships, developing new business opportunities, and identifying what clients will need next across the mortgage industry. This individual will combine deep mortgage industry expertise, an established network of industry relationships, strong client relationship skills, and a strategic growth mindset to help expand Baker Tilly's Mortgage Risk Advisory Practice across Mortgage Quality Control, Compliance, Servicing Quality Control, and related advisory services. The Director will work closely with the Practice Leader to enhance the practice's ability to pursue new opportunities, deepen existing client relationships, increase market visibility, and proactively identify solutions to emerging client needs. This role is intentionally different from a traditional Business Development position. The individual will collaborate with Baker Tilly's Business Development professionals while bringing the mortgage industry knowledge, executive relationships, client insight, and subject matter credibility necessary to develop opportunities and advance strategic client conversations. The role is also designed to complement and enhance the Practice Leader's responsibilities. Overall practice strategy, operations, financial performance, service delivery, quality, client accountability, and people leadership remain the responsibility of the Practice Leader.

Primary Responsibilities

Strategic Growth & Market Development Partner with the Practice Leader to identify, develop, and advance growth opportunities across the mortgage industry. Leverage established industry relationships to create introductions and new opportunities with mortgage lenders, servicers, investors, and other market participants. Identify prospective organizations and decision-makers that align with the practice's capabilities and strategic growth objectives. Develop relationships with executive‑level decision-makers and influencers throughout the mortgage industry. Support the development of strategic pursuits from initial relationship development through solution discussions, proposals, and presentations. Bring mortgage subject matter expertise and industry credibility into prospective client conversations. Identify opportunities to expand the practice into new segments, relationships, and areas of the mortgage lifecycle. Partner with the Practice Leader on targeted market strategies based on industry developments, client needs, and emerging opportunities. Collaborate with Baker Tilly Business Development professionals to complement firmwide sales efforts with mortgage‑specific relationships, market intelligence, and subject matter expertise.

Client Relationship Expansion & Client Success

Develop and maintain strong relationships with key stakeholders across existing clients. Enhance the Practice Leader's ability to maintain proactive executive engagement across a growing client portfolio. Develop a deep understanding of each client's business model, strategic priorities, challenges, and future objectives. Identify opportunities to expand existing relationships through additional Mortgage Risk Advisory services. Proactively identify additional ways Baker