Business Development Director - Private Client

Job title: Business Development Director - Private Client

About the Role

The Business Development Director at Baker Tilly is a senior-level, strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Advisory practices. This role is directly responsible for identifying and developing new business opportunities within the Private Client sector in an assigned territory, while building, managing, and expanding strong client and referral relationships. The Director serves as a key contributor to the growth of the Private Client Practice, partnering with practice leaders to shape and execute go-to-market strategies and drive market-focused growth initiatives, including cross-service-line collaboration to deliver value to high-net-worth individuals and the advisors who serve them.

What You'll Do

• Understand key Private Client service offerings and communicate their application to high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors.

• Demonstrate understanding of estate and gift planning, trust and fiduciary considerations, family governance, succession planning, liquidity events, business transition planning, and family office services and their impact on client goals and decision-making.

• Monitor and communicate emerging trends related to tax legislation, wealth planning, estate and gift planning, family office evolution, business succession, liquidity events, and generational wealth transfer to identify and develop new business opportunities.

• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of service and geographies.

• Possess a broad understanding of macroeconomic, regulatory, tax, and market trends impacting affluent individuals, family enterprises, privately held businesses, and family offices.

• Have a conversational understanding of the firm’s significant service offerings beyond Private Client that intersect with our team's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated marketplace.

• Build, maintain, and expand relationships across the Private Client ecosystem, including family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, business owners, and other centers of influence.

• Perform regular and prompt follow-up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.

• Maintain a clear understanding of who your team wishes to target for business development purposes.

• What We're Looking For

• Strong understanding of tax planning, estate and trust matters, succession planning, family office operations, business transition strategies, regulatory considerations, and the evolving needs of affluent individuals and families.

• Ability to develop and manage a pipeline of opportunities within the Private Client sector and across service lines.

• Excellent relationship-building, negotiation, and communication skills; track record of driving strategic growth and market expansion.

• Ability to collaborate across service lines and geographies to deliver integrated client solutions.

• Knowledge of the Private Client ecosystem, including family offices, attorneys, wealth advisors, and other centers of influence.

• Compensation & Benefits

• Salary and benefits not disclosed in the posting.