Business Development Director - Private Equity

RSM US   •  

San Francisco, CA

11 - 15 years

Posted 179 days ago

This job is no longer available.



Job Summary: 

This individual will serve as a strategic leader and tactical initiator in key private equity relationships for the firm in the Northern California market. The private equity business development position is a high profile Director level role within the firm.  This individual will coordinate with numerous firm resources to develop and execute a market growth strategy and approach for each private equity firm assigned to them within the Northern California area. This role will fully understand all aspects of the firms' private equity strategy and leverage tools, support and best practices to expand the firm's relationships and wallet share within their private equity assignments. 

Job duties: 

  • Conduct research and analysis of strategic private equity groups and create a prioritized coverage model
  • Build and maintain strong sales pipelines and forecasts associated to substantiated opportunities
  • Interact with professional staff to collaboratively address the PEG marketplace in a coordinated fashion
  • Prepare and facilitate presentations, proposals
  • Close sales, and finalize agreements with clients
  • Identify and lead a coordinated, cross functional team to pursue all aspects of the PE relationship as or in collaboration with the PEG client service coordinator
  • Identify and leverage key industry and technical resources to deploy on new opportunities
  • Drive overall expansion and penetration of priority PE clients and targets while retaining current engagements
  • Understand each PE firm's strategic plans and business strategy (industry, investment mandate, exit strategy etc.)  

Basic requirements

  • Bachelor's Degree in business, finance or accounting from an accredited institution (MBA highly favored)
  • Minimum of 10+ years of professional services sales experience required
  • Prior success consultative selling for a consulting or accounting firm strongly preferred
  • Prior private equity knowledge and/or experience strongly preferred
  • Demonstrated strategic thought process, experience and deployment capabilities
  • Candidate must demonstrate strong verbal communication
  • Candidate must demonstrate ability to clearly communicate in writing
  • Strong presentation skills. Candidate must demonstrate ability to organize and lead a meeting with "C-level" executives
  • Project management. Candidate must demonstrate ability to manage time, multi-task, and meet deadlines
  • Teamwork. Candidate must demonstrate experience in working as a productive member of a team
  • Tangible and demonstrated experience in formal sales process deployment and use
  • Candidates living in and around the Bay Area highly preferred 
  • Travel is required (local and overnight when appropriate)

General skills & requirements

  • Ability to meet deadlines and work with minimal supervision and guidance
    Work independently and with groups
  • Critical judgment necessary
  • Prior CRM experience in report generation and sales tracking
  • Outstanding verbal and written communication and presentation skills
  • Ability to present information clearly and concisely
  • Creative problem solving & conflict resolution
  • Attentiveness to detail
  • Strong organizational skills, need to be able to prioritize in a multi-task environment and be outcome oriented
  • Outstanding relationship management skills and personal networking skills are essential

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.