Risk Advisory Services Managing Director

Baker Tilly US; New York (NY); On-site; USD 201,810 - 382,600; Full time

Job summary

Baker Tilly US is seeking a senior leader in risk advisory to drive client service excellence and profitable growth across asset management in PA, NJ, and NY. You will mentor teams, oversee key engagements, and develop new business opportunities while upholding rigorous internal controls and regulatory compliance.

With 10+ years in risk advisory or audit, you will guide complex projects, build client relationships, and ensure high-quality deliverables.

Qualifications

• Bachelor’s degree in Accounting, Accounting Information Systems, or related field.
• CPA, CIA or equivalent designation(s) required.
• 10+ years of experience in risk advisory, internal/external audit, business process reengineering, or internal controls, including internal audit in asset management.
• 5+ years of supervisory experience, mentoring associates.
• Proven track record of building and growing a Risk Advisory practice, client base, and revenue.
• Strong leadership, client service skills; commitment to continuous learning, ethics, urgency, and quality.

Responsibilities

• Provide leadership, management, and strategic direction focusing on client service and financial success.
• Develop and implement actionable business plans; collaborate on sales and expansion plans.
• Coordinate firm resources to deliver high-quality products and services.
• Provide training, timely feedback, and recognition to team members.
• Oversee profitability, including personnel utilization and fee collections.
• Partner with client executives to understand their businesses and manage risks, including tech risks.
• Develop client knowledge through direct interactions; recommend process improvements.
• Assess and manage risk across operational audit, ERM, and SOX compliance.
• Evaluate client processes against industry frameworks and communicate recommendations.
• Lead business development, sourcing, and winning risk advisory opportunities in asset management in PA/NJ/NY.
• Produce executive summaries and final reports per industry standards.
• Act as a trusted advisor and build relationships to deliver superior service.

Skills

Leadership

Client service

Strategic planning

Risk advisory

Auditing

Communication

Education

Bachelor’s Degree in Accounting/related field

CPA or CIA designation

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm offering services across major U.S. regions and global financial centers, operating through an alternative practice structure in compliance with AICPA and applicable regulations.

Responsibilities

• Provide leadership, management, and strategic direction focusing on exceptional client service, career development for associates, and financial success.
• Develop and implement an actionable business plan, set specific objectives, and monitor progress; collaborate with marketing on sales and expansion plans.
• Coordinate firm resources to deliver high-quality products and services to clients.
• Provide meaningful training and development, timely feedback and recognition to team members.
• Oversee profitability, including personnel utilization, service rates, and fee collections.
• Partner with client executives and management to understand their businesses and manage financial and operational risks, especially technology risks.
• Develop deep client knowledge through direct interactions, recommend process and control improvements, and assist in implementing new processes.
• Assess, manage, and optimize business risk across operational audit, ERM, and SOX compliance.
• Evaluate client processes against industry frameworks, identify gaps, and communicate recommendations.
• Lead significant new business development, sourcing and winning risk advisory opportunities in asset management within the PA, NJ, and NY region.
• Produce comprehensive executive summaries and final reports in line with industry‑accepted internal audit methodologies.
• Act as a valued business advisor, building relationships and communicating effectively to deliver superior client service.
• Lead professional and effective presentations to internal and external audiences.

Qualifications

• Bachelor’s Degree in Accounting, Accounting Information Systems, or related field.
• CPA, CIA or equivalent designation(s) required.
• 10+ years of experience in risk advisory, internal/external audit, business process reengineering, or internal controls, including internal audit in asset management.
• 5+ years of supervisory experience, mentoring and counseling associates.
• Successful track record of building and growing a Risk Advisory practice, client base, and revenue.
• Proven new business development record in the asset management industry in the PA, NJ, NY region.
• Strong leadership and client service skills; commitment to continuous learning, ethical conduct, urgency, and quality.
• Ability to travel as needed for client engagements.

Compensation

Range: $201,810 – $382,600 (subject to skills, experience, qualifications, and geographic location).

Equal Opportunity Employer

Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law.