Business Development Director- Private Client Services (Tax)
EisnerAmper · Iselin, NJ, US
a month agoImpress employers and recruiters.
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About the Role
The Business Development Executive– Private Client Services (PCS) is a senior, market-facing executive responsible for originating new high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships nationally. This role drives PCS growth across strategic private wealth markets and advisor channels, developing relationships with key financial institutions and converting them into firmwide revenue.
Responsibilities
- Drive the acquisition of new PCS clients nationally.
- Achieve a new business target of $1.2 million annually, sourced from qualified new client engagements.
- Build and expand national relationships with private banks and wealth management institutions, Independent RIAs, and multi-family offices.
- Serve as a senior ambassador for the firm’s PCS practice within the national HNW and advisor ecosystem.
- Identify PCS needs among principals and owners of existing corporate client relationships.
- Develop structured cross-referral pathways from corporate engagements into PCS services.
- Collaborate with PCS technical leaders, estate planning professionals, and family office specialists to scope, propose, and structure engagements.
- Lead client meetings, pitch presentations, pricing discussions, and negotiation of engagement terms.
- Provide market insight, competitive intelligence, and strategic recommendations to PCS and BD leadership.
- Maintain disciplined pipeline management, forecasting, and CRM documentation.
- Partner closely with the National Head of Business Development and Head of PCS to ensure national alignment and coordinated go-to-market execution.
- Mentor PCS partners and professionals on market dynamics, COI strategy, and private wealth relationship development best practices.
Requirements
- 15 + years of senior-level business development or advisory experience.
- Deep, active national network across high-net-worth advisors, COIs, and professional services ecosystems.
- Proven track record of originating significant PCS or private wealth advisory engagements, ideally supporting annual pipelines of $3–10M+.
- Executive presence and credibility with HNW/UHNW families, principals, and advisors.
- Ability to collaborate effectively with technical subject matter experts and translate complex client needs into actionable solutions.
- Strong pursuit leadership, communication, and commercial negotiation skills.
- High level of professionalism, discretion, and ability to manage sensitive client matters.
Skills
- Business development
- Advisory
- Client relationship management
- Tax planning
- Tax compliance
- Trusts & estates
- Family office services
- Outsourced accounting
- Advisory solutions
- Pipeline management
- Forecasting
- CRM
- Market insight
- Competitive intelligence
- Commercial negotiation
Location
- New York
Work Type
- National
Experience Level
- Senior-level
About the Company
- EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world.
- We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
- Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries.
- We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients.
Equal Opportunity
- EisnerAmper is proud to be a merit-based employer.
- We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.
- Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com