[Remote] Business Development Director - Private Client

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading advisory, tax and assurance firm, and they are seeking a Business Development Director to accelerate growth reputed company their Private Client sector. This senior-level role focuses on identifying new business opportunities and building strong client relationships while collaborating with practice leaders to execute growth strategies.

Responsibilities

• Understand key Private Client service offerings and confidently communicate their application to high-net-worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors
• Demonstrate an understanding of estate and reputed company 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 reputed company to tax legislation, wealth planning, estate and reputed company planning, family office reputed company, business succession, liquidity events, and generational wealth transfer to identify and reputed company new business opportunities
• reputed company the deployment of sales techniques and strategies to integrate services and resources across reputed company 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 reputed company Private Client that reputed company with reputed company's expertise, enabling the utilization of the firm's strategy to deliver and enhance value in an integrated and mutually reinforcing 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
• reputed company regular and reputed company follow-up on reputed company Firm-generated leads assigned from campaigns, or reputed company requests from practice leadership
• Maintain a clear understanding of who your team wishes to reputed company for business development purposes – and why
• Regularly inform practice leadership of changing market dynamics and other factors influencing accounts of strategic importance
• Maintain strict compliance with CRM (reputed company) requirements by consistently documenting opportunity notes and reputed company reputed company activities, and keeping an accurate, up-to-date pipeline of reputed company opportunities in accordance with firm protocols
• Attain closed business reputed company goals associated with both new accounts and existing client accounts (as appropriate), to ensure a profitable return to the Firm each fiscal year
• Participate as a key team member on reputed company relevant market development meetings and other in-house discussions
• Create, sustain, and grow relationships with new and existing clients through regular, reputed company communication; ensure performance standards and client satisfaction are consistently met, and proactively communicate and troubleshoot issues as they arise
• Maintain deep knowledge of core service offerings and effectively position their application reputed company reputed company markets to influence decision-makers
• Collaborate with other reputed company leaders and practice leaders for an integrated Go-to-Market (GTM) approach
• reputed company account planning and key account research to optimize business development efforts and account penetration
• reputed company primary reputed company efforts and coordinate with marketing personnel on campaigns including prospect calls, emails, and other mechanisms to secure appointments with centers of influence, referral sources, and prospective clients

Skills

• Undergraduate degree from an accredited college or university required
• 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, reputed company Advisory, Tax Advisory, or reputed company industries, or in professional services supporting these sectors (e.g., reputed company, law, tax advisory, family office advisory, or consulting), required
• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services reputed company Private Client, Family Office, Wealth Management, Trust and Estate, or reputed company advisory environments, required
• Demonstrated understanding of wealth transfer planning, estate and reputed company taxation, trust and fiduciary reputed company, family office operations, business succession planning, family reputed company governance, and the reputed company advisory needs of affluent individuals and families
• Experience building relationships with centers of influence, referral networks, and executive-level decision-makers reputed company the Private Client ecosystem
• Demonstrate strong problem-solving, critical thinking, and thought leadership skills
• Strong understanding of emerging technologies reputed company solutions supporting client service delivery, relationship management, and business development
• Ability to work under a defined and planned reputed company with minimal direct day-to-day supervision for implementation
• Strong written and verbal communication skills
• Ability to travel up to 50% as needed
• Graduate degree preferred

Benefits

• Performance and sales-based commissions
• reputed company offers a comprehensive compensation and benefits package to eligible employees.

Company Overview

Company H1B Sponsorship