Business Development Director - Private Client

Location: San Francisco, California, USA — onsite

Salary: $191,800–$303,310 per year in San Francisco, California. Performance- and sales-based commissions may also apply.

Company

hirify.global is a professional services firm providing tax, assurance, advisory, and consulting services across major U.S. regions and global financial centers.

What you will do

• Identify and develop new business opportunities within the Private Client sector across an assigned territory.
• Build, manage, and expand relationships with clients, family office executives, attorneys, wealth advisors, private client bankers, trust officers, investment advisors, and business owners.
• Partner with practice and business development leaders to shape and execute integrated go-to-market strategies across service lines and geographies.
• Monitor tax, regulatory, wealth planning, succession, liquidity, and generational wealth transfer trends to identify opportunities.
• Maintain accurate opportunity notes and qualified pipelines in Salesforce, follow up on leads, and conduct account planning and prospect outreach.
• Achieve closed-business revenue goals while maintaining client satisfaction and resolving issues proactively.

Requirements

• Undergraduate degree from an accredited college or university; a graduate degree is preferred.
• 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related professional services.
• At least 10 years of experience selling or delivering tax, assurance, and/or consulting services in related advisory environments.
• Understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession, and family enterprise governance.
• Experience building referral networks and relationships with executive-level decision-makers, plus strong problem-solving, critical thinking, written, and verbal communication skills.
• Ability to work with minimal day-to-day supervision and travel up to 50% as needed.

Nice to have

• Graduate degree.
• Strong understanding of emerging technologies and digital solutions supporting client service delivery, relationship management, and business development.

Culture & Benefits

• Comprehensive compensation and benefits package for eligible employees.
• Opportunity to collaborate across Tax, Assurance, Advisory, marketing, and business development teams.
• Work focused on supporting affluent individuals, families, family enterprises, and their advisors.