Business Development Director - Private Client
Core
Senior-level strategic role focused on accelerating growth across Tax, Assurance, and Advisory practices within the Private Client sector.
Role type
Senior Business Development Director (Private Client)
Builds
New business opportunities and client relationships for high-net-worth individuals, family enterprises, and family offices.
Domain
Professional Services / Wealth Management / Tax & Estate Planning
Required skills
Strategic growth planning, relationship management, tax planning, estate and trust matters, succession planning, family office operations, business transition strategies, regulatory compliance, market trend analysis, CRM management (Salesforce), revenue goal attainment.
Preferred skills
Understanding of macroeconomic trends, wealth planning, generational wealth transfer, family governance, liquidity events.
Responsibilities
Identify and develop new business opportunities in assigned territory, build and expand client/referral relationships, collaborate on go-to-market strategies, communicate emerging trends to leadership, lead sales deployment, maintain CRM pipeline, inform leadership of market dynamics, attain closed business revenue goals.
Seniority
Senior, hands-on IC