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Business Development Director – Private Equity
Location: 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.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $136,800 - $242,000Individuals selected for this role may be eligible for sales commissions and a discretionary bonus based on firm and individual performance.
Skills Required
- Bachelor's degree or equivalent experience
- 10+ years of professional services sales experience
- Consultative selling experience for a consulting or accounting firm
- Private equity and M&A knowledge or experience
- Established network of centers of influence, including banking, legal, and other professional services relationships
- Strategic thinking, experience, and deployment capabilities
- Strong verbal communication skills
- Clear written communication skills
- Strong presentation skills and ability to lead meetings with C-level executives
- Strong organizational skills and attention to detail
- Ability to prioritize and multitask in an outcome-oriented environment
- Project management skills, including time management and meeting deadlines
- Teamwork and collaboration experience
- Demonstrated experience deploying and using formal sales processes
- Experience using a CRM tool for report generation and sales tracking
- Ability to travel locally and overnight when appropriate
- Experience working for a Big Four or other national firm
RSM US LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about RSM US LLP and has not been reviewed or approved by RSM US LLP.
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Parental & Family Support — Parental leave, caregiver leave, and family‑building assistance are standout strengths, including 12 weeks fully paid parental leave, six weeks paid family caregiver leave, up to $50,000 in fertility coverage, and up to $20,000 per child for adoption or surrogacy, plus backup care resources. These benefits create a family‑forward package that stands out within the firm’s total rewards.
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Leave & Time Off Breadth — Time‑off options are broad, with self‑managed PTO for associates and above, at least 14 paid holidays, and firm‑wide wellbeing days alongside hybrid work flexibility. This breadth is consistently presented as a strong component of the overall offering.
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Healthcare Strength — Medical coverage includes multiple plan designs (two HDHPs and a PPO), telehealth access, and a mental‑health platform offering up to eight free 1:1 sessions per year. Health benefits are characterized as solid to strong for the industry.
RSM US LLP Insights
What We Do
RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients’ evolving needs in today’s ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our culture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our people’s individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. For more information, visit rsmus.com.
