Remote Private Client Growth Director

Baker Tilly International; San Francisco (CA); On-site; USD 191,800 - 303,310; Full time

Job summary

Baker Tilly International is seeking a Business Development Director to drive growth across their Tax, Assurance, and Advisory practices in San Francisco. This senior-level position involves identifying new business opportunities and building relationships with high-net-worth clients and family enterprises.

The ideal candidate will have over 10 years of experience in relevant fields and a strong understanding of tax and estate planning. This role offers significant opportunities for impact and career growth.

Qualifications

• 10+ years of experience in Private Client, Family Office, Trust and Estate, or related fields.
• Demonstrated understanding of wealth transfer planning and fiduciary matters.
• Ability to travel up to 50% as needed.

Responsibilities

• Identify and develop new business opportunities in the Private Client sector.
• Build and maintain relationships with high-net-worth individuals and family offices.
• Collaborate with practice leaders to drive market growth initiatives.

Skills

Sales techniques

Relationship building

Tax planning

Estate and gift planning

Problem-solving

Communication skills

Education

Undergraduate degree

Graduate degree

Tools

Salesforce

CRM software

Job description

Baker Tilly International is seeking a Business Development Director to drive growth across their Tax, Assurance, and Advisory practices in San Francisco. This senior-level position involves identifying new business opportunities and building relationships with high-net-worth clients and family enterprises.

The ideal candidate will have over 10 years of experience in relevant fields and a strong understanding of tax and estate planning. This role offers significant opportunities for impact and career growth.