Senior Director, Private Client Growth & Partnerships

Baker Tilly Advisory Group, LP; Tallahassee (FL); On-site; USD 156,000 - 303,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a seasoned Business Development Director to drive growth in the Private Client sector across Tax, Assurance, and Advisory practices in the U.S. The role emphasizes building client and referral relationships with high-net-worth individuals, family offices, and privately held businesses.

The ideal candidate has 10+ years in Private Client or related advisory fields, excellent communication skills, and will travel up to half of the year to develop

Qualifications

• Bachelor’s degree preferred, or equivalent years of experience.
• 10+ years of experience in Private Client, Family Office, Wealth Management, Private Company Advisory, Tax Advisory, or related industries.
• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Private Client ecosystems.
• Strong written and verbal communication skills; ability to travel up to 50% as needed.

Responsibilities

• Understand key Private Client service offerings and communicate their application to high-net-worth individuals, family enterprises and related stakeholders.
• Demonstrate understanding of wealth transfer and estate planning, family governance, and business succession planning.
• Monitor emerging trends in tax legislation and wealth planning to identify new business opportunities.
• Lead deployments of sales techniques to integrate services across lines and geographies.
• Maintain CRM (Salesforce) documentation and an up-to-date pipeline of opportunities.

Skills

Private Client

Wealth Management

Business Development

Sales

Relationship Building

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

Baker Tilly Advisory Group, LP is seeking a seasoned Business Development Director to drive growth in the Private Client sector across Tax, Assurance, and Advisory practices in the U.S. The role emphasizes building client and referral relationships with high-net-worth individuals, family offices, and privately held businesses.

The ideal candidate has 10+ years in Private Client or related advisory fields, excellent communication skills, and will travel up to half of the year to develop