Business Development Director - Private Client

Responsibilities

• Identify and develop new business within the Private Client sector
• Collaborate with leaders to execute market growth strategies
• Monitor emerging trends to uncover business opportunities
• Lead sales strategy integration across all service lines
• Maintain relationships with family offices and key advisors
• Document and manage business opportunities in Salesforce
• Achieve revenue goals through new and existing client accounts

Qualifications

• Undergraduate degree required; Graduate degree preferred
• 10+ years of experience in Private Client or related professional services
• Minimum 10 years in selling or delivering tax, assurance, or consulting services
• Strong understanding of wealth transfer planning and family office operations
• Proven ability to build relationships with executive-level decision-makers
• Demonstrates strong problem-solving and critical thinking skills
• Ability to work independently with minimal supervision

Benefits

• Comprehensive compensation package
• Performance and sales-based commission opportunities
• Encouragement of career advancement within the firm

Pay

• $155,800 – $303,310 annually

Schedule

• Remote - US based candidates only, no visa sponsorship available