National Private Wealth BD Director

EisnerAmper

New York (NY)

On-site

USD 250,000 - 450,000

Full time

4 days ago
Be an early applicant
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

EisnerAmper seeks a senior Business Development Executive for Private Client Services (PCS) to originate high-net-worth client relationships on a national basis. The role focuses on private wealth advisory offerings, including tax planning, trusts, family office services, and outsourced accounting, with accountability for driving PCS growth across key private wealth markets.

The ideal candidate has a proven record of building strategic relationships with wealth managers, private banks, RIAs, and

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, independent 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.
  • Develop structured cross-referral pathways from corporate engagements into PCS services.

Skills

Senior-level business development
Executive presence
Relationship development
Negotiation skills

Job description

EisnerAmper seeks a senior Business Development Executive for Private Client Services (PCS) to originate high-net-worth client relationships on a national basis. The role focuses on private wealth advisory offerings, including tax planning, trusts, family office services, and outsourced accounting, with accountability for driving PCS growth across key private wealth markets.

The ideal candidate has a proven record of building strategic relationships with wealth managers, private banks, RIAs, and

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

National Private Wealth Growth Director
National Private Wealth Growth Director

EisnerAmper • City of Niagara Falls (NY)

On-site
USD 200,000 - 320,000
National Private Wealth Business Development Director
National Private Wealth Business Development Director

EisnerAmper • Melville (NY)

On-site
USD 180,000 - 260,000
National Private Client Services BD Director
National Private Client Services BD Director

EisnerAmper • Woodbridge Township (NJ)

On-site
USD 150,000 - 210,000
Senior National Private Wealth BD Director
Senior National Private Wealth BD Director

EisnerAmper • Philadelphia

On-site
USD 180,000 - 320,000
National Private Wealth BD Director
National Private Wealth BD Director

EisnerAmper • New York (NY), Northern (KY)

Hybrid
USD 200,000 - 350,000
Business Development Director- Private Client Services (Tax)
Business Development Director- Private Client Services (Tax)

EisnerAmper • Philadelphia

On-site
USD 180,000 - 320,000
Business Development Director- Private Client Services (Tax)
Business Development Director- Private Client Services (Tax)

EisnerAmper • Melville (NY)

On-site
USD 180,000 - 260,000
Business Development Director- Private Client Services (Tax)
Business Development Director- Private Client Services (Tax)

EisnerAmper • City of Niagara Falls (NY)

On-site
USD 200,000 - 320,000
Business Development Director- Private Client Services (Tax)
Business Development Director- Private Client Services (Tax)

EisnerAmper • Woodbridge Township (NJ)

On-site
USD 150,000 - 210,000
Business Development Director- Private Client Services (Tax)
Business Development Director- Private Client Services (Tax)

EisnerAmper • New York (NY)

On-site
USD 250,000 - 450,000