Business Development Director – Asset Management

Baker Tilly US

Business Development Director at Baker Tilly focused on accelerating growth in Asset Management sector. Leading client relationships and sales strategies within investment management and financial services.

Posted 4/30/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $191,800 - $303,310 per yearWebsite

About the role

Key responsibilities & impact

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 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.
Maintain deep knowledge of core service offerings and effectively position their application within target markets to influence decision-makers.
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.
Monitor and communicate emerging trends in financial technology, digital transformation, and data-driven investing to identify new business opportunities.

Requirements

What you’ll need

Bachelor's Degree required
15+ 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

Benefits

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticsautomationAIblockchainfund structuresinvestment strategiesinvestment lifecyclesales techniquesproposal developmentKPI achievement

Soft Skills

interpersonal skillsrelationship buildingcommunicationvalue proposition craftingclient satisfactiontroubleshootingstrategic thinkingleadershipambitiondriven

Certifications

Bachelor's Degree