Business Development Director – Private Client

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 gift 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 related to tax legislation, wealth planning, estate and gift planning, family office evolution, business succession, liquidity events, and generational wealth transfer to identify and develop new business opportunities.
• Lead the deployment of sales techniques and strategies to integrate services and resources across all 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.
• 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.
• Maintain a clear understanding of who your team wishes to target for business development purposes.
• 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.
• Participate as a key team member on all relevant market development meetings and other in‑house discussions.

• Undergraduate degree from an accredited college or university required;
  Graduate degree preferred.
• 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries, or in professional services supporting these sectors.
• Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Private Client, Family Office, Wealth Management, Trust and Estate, or related advisory environments.
• Demonstrated understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession planning, family enterprise governance, and the 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.
• Demonstrate 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.