National Private Client Services BD Director

EisnerAmper; Woodbridge Township (NJ); On-site; USD 150,000 - 210,000; Full time

Job summary

EisnerAmper is seeking a seasoned Business Development Executive for Private Client Services (PCS) to originate high‑net‑worth client relationships nationwide. You will drive growth across the firm’s PCS offerings, including tax planning, trusts & estates, family office services, and outsourced accounting.

You will cultivate strategic partnerships with wealth managers, private banks, RIAs, and family offices, translating complex client needs into actionable engagements and revenue opportunities.

Qualifications

• 15+ years of senior‑level business development or advisory experience.
• Deep, active national network across high‑net‑worth advisors, COIs, and professional services ecosystems.
• Proven track record of originating significant PCS or private wealth advisory engagements, ideally supporting annual pipelines of $3–10M+.
• Executive presence and credibility with HNW/UHNW families, principals, and advisors.
• Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.
• Strong pursuit leadership, communication, and commercial negotiation skills.
• High level of professionalism, discretion, and ability to manage sensitive client matters.

Responsibilities

• Drive the acquisition of new PCS clients nationally.
• Achieve a new business target of $1.2 million annually, sourced from qualified new client engagements.
• Build and expand national relationships with private banks and wealth management institutions, RIAs, and multi‑family offices.
• Serve as a senior ambassador for the firm’s PCS practice within the national HNW and advisor ecosystem.
• Identify PCS needs among principals and owners of existing corporate client relationships (e.g., law firms, financial services firms, family‑owned businesses).
• Develop structured cross‑referral pathways from corporate engagements into PCS services in partnership with Industry and Service Line leaders.
• Collaborate with PCS technical leaders, estate planning professionals, and family office specialists to scope, propose, and structure engagements.
• Lead client meetings, pitch presentations, pricing discussions, and negotiation of engagement terms.
• Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.
• Maintain disciplined pipeline management, forecasting, and CRM documentation.
• Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated go‑to‑market execution.
• Mentor PCS partners and professionals on market dynamics, COI strategy, and private wealth relationship development best practices.

Skills

Senior business development

HNW/UHNW network

Executive presence

Negotiation

Leadership

Tools

CRM systems

Job description

EisnerAmper is seeking a seasoned Business Development Executive for Private Client Services (PCS) to originate high‑net‑worth client relationships nationwide. You will drive growth across the firm’s PCS offerings, including tax planning, trusts & estates, family office services, and outsourced accounting.

You will cultivate strategic partnerships with wealth managers, private banks, RIAs, and family offices, translating complex client needs into actionable engagements and revenue opportunities.