Business Development Director – Private Client

Baker Tilly US

. Identify and develop new business opportunities within the Private Client sector in an assigned territory .

Posted 10/5/2026full-timeUnited StatesLead💰 $157,900 - $303,310 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Private Client services, including Wealth Management, Estate and Gift Planning, and Family Office operations. Proven ability to build and maintain relationships with high-net-worth individuals and centers of influence while achieving revenue goals.

Highest-signal resume keywords

10+ Years Experience In Private Client ServicesWealth Transfer PlanningEstate And Gift TaxationSales Techniques And StrategiesStrong Written And Verbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementTax AdvisoryConsulting ServicesBusiness Succession PlanningFamily Enterprise GovernanceSalesforceAccount PlanningMarket DevelopmentClient Relationship ManagementEmerging Technologies

Soft Skills

Problem-SolvingCritical ThinkingThought Leadership

Industry Keywords

Private ClientFamily OfficeTrust And EstateWealth PlanningReferral NetworksCenters Of InfluenceHigh-Net-Worth IndividualsAffluent FamiliesFiduciary MattersClient Service Delivery

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Identify and develop new business opportunities within the Private Client sector in an assigned territory
Build, manage, and expand client and referral relationships
Partner with practice leaders to shape and execute go-to-market strategies and market-focused growth initiatives
Develop innovative, value-driven solutions for high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors
Monitor and communicate emerging tax, wealth planning, estate and gift planning, family office, succession, liquidity, and generational wealth trends
Lead sales techniques and strategies integrating services across lines of service and geographies
Build relationships with family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, business owners, and other centers of influence
Follow up on firm-generated leads and practice leadership requests
Inform practice leadership of market dynamics affecting strategically important accounts
Document opportunity notes and activities in Salesforce and maintain an accurate qualified-opportunity pipeline
Attain closed-business revenue goals for new and existing client accounts
Participate in market development meetings and in-house discussions
Create, sustain, and grow client relationships while maintaining satisfaction and resolving issues
Collaborate with BD and practice leaders on an integrated Go-to-Market approach
Perform account planning and key account research
Conduct outreach and coordinate marketing campaigns to secure appointments with referral sources and prospective clients

Requirements

What you’ll need

Bachelor’s degree preferred, or equivalent years of experience in lieu of a degree
10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, related industries, or professional services supporting these sectors, required
Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within relevant advisory environments, required
Demonstrated understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession planning, family enterprise governance, and complex advisory needs of affluent individuals and families
Experience building relationships with centers of influence, referral networks, and executive-level decision-makers within the Private Client ecosystem
Strong problem-solving, critical thinking, and thought leadership skills
Strong understanding of emerging technologies and digital solutions supporting client service delivery, relationship management, and business development
Ability to work under a defined and planned directive with minimal direct day-to-day supervision for implementation
Strong written and verbal communication skills
Ability to travel up to 50% as needed

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees
Performance and sales-based commissions may be included