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Business Development Director Asset Management

Baker Tilly Advisory Group, LP

San Francisco, California

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JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Artificial Intelligence (AI), Asset Management, Asset Management Software, Automation, Bakery, Blockchain, Brokerage, Business Development, Business Services, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Support/Service, Data Analysis, Ecosystems, Emerging Technology, Facebook, Hedge Funds, Investment Capital, Investment Funds, Investment Management, Investment Strategy, Leadership, LinkedIn, Market Entry Strategy, Professional Services, Progress Reports, Proposal Development, Recruiting/Staffing Agency, Regulations, Sales, Sales Management, Venture Capital
LOCATION
San Francisco, California
POSTED
4 days ago
Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:


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.

The Director serves as a key member of the Asset Management Industry Practice leadership team, partnering with practice leaders to shape and execute go-to-market strategies and drive industry-focused growth initiatives. This includes collaborating across service lines to develop innovative, value-driven solutions that support clients managing and investing capital across public and private markets- which includes traditional asset managers, hedge funds, venture capital firms, family offices, broker-dealers, and alternative investment managers leveraging digital platforms, data, and financial technologies to enhance investment operations and client outcomes. This role requires a strong understanding of investment strategies, fund structures (i.e., set-up, ownership, management, etc.), regulatory frameworks, and operational complexities, and is critical to enhancing Baker Tilly's market position and delivering differentiated value to clients.

You will have the opportunity to:
  • 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.
  • Demonstrated ability to craft clear, concise, and compelling value propositions for services and solutions, tailored for both int

About the Company

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Baker Tilly Advisory Group, LP

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