Business Development Director Asset Management

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 Consulting practices. This leader is directly responsible for identifying and developing new business opportunities within the Asset Management sector in an assigned territory, while building, managing, and expanding strong client relationships.

Responsibilities

• Generate and manage a client-facing pipeline - lead/own/participate in client pursuits (i.e., client discovery, proposal (pursuit) strategy, proposal development).
• Represent the firm’s full suite of services across the Asset Management ecosystem, including investment managers, funds, and financial intermediaries.
• Demonstrate an understanding of emerging financial technologies and digital platforms (e.g., data analytics, automation, AI, blockchain) and their application within Asset Management to enhance client solutions and drive growth.
• Develop a strong understanding of fund structures, investment strategies, and the end-to-end investment lifecycle to effectively align firm services with client needs.
• Co-develop a sales plan for the assigned territory and report weekly on progress against that plan to senior management.
• Demonstrate ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both internal alignment and external positioning.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all lines of services and geographies.
• Create, sustain, and grow relationships with new and existing clients through regular, open communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise.
• Account Ownership; Strategic Account Management
• Support the deployment and drive the use of industry-specific systems, technology development, and lead overall sales strategy for the industry.
• Innovate and grow the Asset Management industry practice through collaboration, integrated solutions, and market differentiation.
• Maintain strict compliance with CRM (Salesforce) requirements by consistently documenting opportunity notes and all related activities, and keeping an accurate, up-to-date pipeline of qualified opportunities in accordance with firm protocols.
• Attain closed business deal ($\)$) goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to Firm each fiscal year.
• Perform regular, aggressive and prompt follow up on all Firm-generated leads assigned from campaigns, or ad hoc requests from practice leadership.
• Collaborate with other Firm Industry, Service & Geography BD leaders and practice leaders for an integrated Go-to-Market (GTM) approach.
• Perform account planning and key account research to optimize BD efforts and account penetration.
• Make primary outreach efforts, coordinated with marketing personnel on campaigns including prospect calls, emails and other mechanisms to secure appointments with COI individuals.
• Coach, develop and lead sales professionals (as well as industry resources) within the industry(s), and support other sales professionals with service or geographic alignment.
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills.

Requirements

• Bachelor's Degree required
• 10+ years of experience in Asset Management–focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, financial advisory), required
• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Asset Management environments (e.g., asset managers, hedge funds, venture capital, family offices, broker-dealers), required
• Excellent sales skills and a proven track record of achieving KPI’s
• Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience
• Driven and ambitious individual with a strong desire to succeed
• Eligibility to work in the U.S. without sponsorship required
• Ability to travel up to 50% as needed

Qualifications

• Bachelor's Degree required
• 10+ years of experience in Asset Management–focused industries or in professional services supporting these sectors (e.g., accounting, law, management consulting, financial advisory), required
• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Asset Management environments (e.g., asset managers, hedge funds, venture capital, family offices, broker-dealers), required
• Excellent sales skills and a proven track record of achieving KPI’s
• Strong interpersonal skills and an ability to build rapport with internal Partners, Senior Management and stakeholders of varying levels/experience
• Driven and ambitious individual with a strong desire to succeed
• Eligibility to work in the U.S. without sponsorship required
• Ability to travel up to 50% as needed

Skills

• Understanding of investment strategies, fund structures, regulatory frameworks, and operational complexities
• Strong understanding of emerging financial technologies and digital platforms (e.g., data analytics, automation, AI, blockchain)
• Effective communication and relationship-building skills
• Strategic thinking and problem-solving abilities
• Ability to develop and implement sales plans
• Knowledge of CRM systems and Salesforce

Benefits

• Comprehensive compensation and benefits package
• Performance and sales-based commissions

Pay

The pay rate range for this job position is $191,800 to $303,310. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.