RSM US

Business Development Director - Private Equity (San Francisco)

RSM US • $136K — $242K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree preferred or equivalent experience
  • 10+ years of professional services sales experience required
  • Consultative selling experience for consulting or accounting firms strongly preferred
  • Prior private equity and M&A knowledge or experience strongly preferred
  • Demonstrated network of Centers of Influence (COIs) in banking, legal, and professional services
  • Strong verbal and written communication skills
  • Proven presentation skills, particularly to C-level executives
  • Teamwork and collaboration experience is essential

Responsibilities

  • Conduct research and analysis of strategic private equity groups and create tailored account plans
  • Build and maintain strong sales pipelines and forecasts linked to private equity opportunities
  • Collaborate with professional staff to develop coordinated approaches to the private equity marketplace
  • Prepare and lead presentations and proposals for clients
  • Close sales, finalizing agreements with private equity clients
  • Coordinate cross-functional teams to pursue opportunities within private equity relationships
  • Drive expansion within priority PE clients while managing existing engagements

Benefits

  • Flexible scheduling to balance work and personal commitments
  • Access to a competitive benefits and compensation package
  • Opportunities for sales commissions and discretionary bonuses
  • Supportive work environment focused on teamwork and collaboration
  • Empowerment to serve clients effectively while managing life's demands
Full Job Description
Business Development Director - Private EquityLocation: San Francisco Preferred

Job Summary:

This individual will serve as a strategic leader and tactical initiator of sales in key private equity relationships for the firm in the 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 with a particular focus in San Francisco. 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 account plans
  • Build and maintain strong sales pipelines and forecasts associated to substantiated opportunities with a private equity group and its respective portfolio companies
  • Interact with professional staff to collaboratively address the PE marketplace in a coordinated fashion
  • Prepare and facilitate presentations, proposals
  • Close sales, and finalize agreements with clients
  • Identify and ignite a coordinated, cross functional team to pursue opportunities associated with a PE relationship
  • 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 Qualifications:
  • Bachelor's Degree preferred or equivalent experience
  • 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 and M&A knowledge and/or experience strongly preferred
  • Demonstrated network of COI's (Centers of Influence) to include banking, legal and other professional services relationships that could be leveraged to identify opportunities within private equity firms
  • Demonstrated strategic thought process, experience and deployment capabilities
  • Demonstrated strong verbal communication skills
  • Demonstrated ability to clearly communicate in writing
  • Strong presentation skills. Candidate must demonstrate ability to organize and lead a meeting with "C-level" executives
  • Strong organizational skills and attentiveness to detail. Candidate must be able to prioritize and multi-task in an outcome-oriented environment
  • Project management. Candidate must demonstrate ability to manage time, multi-task, and meet deadlines
  • Teamwork & collaboration. Candidates must demonstrate experience in working as a productive and supportive member of a team
  • Tangible and demonstrated experience in formal sales process deployment and use
  • Experience leveraging a CRM tool for report generation and sales tracking
  • Travel is required (local and overnight when appropriate).
  • Experience working for Big Four or other national firms a significant plus.


Compensation structure allows for a competitive base salary plus revenue based quarterly bonuses and an additional year-end bonus based on the employee and firm's annual performance.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

Compensation Range: $136,800 - $242,000

Individuals selected for this role may be eligible for sales commissions and a discretionary bonus based on firm and individual performance.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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