[Hiring] Director of Client Strategy & Growth @Baker Tilly

Role Description

The Director of Client Strategy & Growth serves as a strategic partner to the Practice Leader, focusing on:

• Expanding market opportunities
• Strengthening client relationships
• Developing new business opportunities
• Identifying future client needs across the mortgage industry

This individual will combine:

• Deep mortgage industry expertise
• An established network of industry relationships
• Strong client relationship skills
• A strategic growth mindset

The Director will work closely with the Practice Leader to:

• Enhance the practice's ability to pursue new opportunities
• Deepen existing client relationships
• Increase market visibility
• Proactively identify solutions to emerging client needs

This role is distinct from a traditional Business Development position, as it involves collaboration with Baker Tilly's Business Development professionals while bringing mortgage industry knowledge and credibility to advance strategic client conversations.

Qualifications

• 15+ years of progressive experience within the mortgage industry
• Significant experience across multiple areas of the mortgage lifecycle
• Deep knowledge of Mortgage Quality Control, Compliance, Servicing Quality Control, Risk, and related mortgage functions
• Established and current executive-level network within the mortgage industry
• Demonstrated success in developing and expanding strategic client relationships
• Experience working with mortgage lenders, servicers, investors, and technology providers
• Understanding of mortgage technology platforms, analytics, automation, and emerging AI capabilities
• Bachelor's degree or equivalent relevant professional experience

Requirements

• Demonstrated ability to identify and develop business opportunities
• Strong understanding of client success and proactive relationship management
• Ability to navigate complex client discussions while maintaining strong relationships
• Exceptional executive communication and presentation skills
• Ability to represent Baker Tilly professionally at conferences and industry events

Benefits

• Competitive compensation package
• Comprehensive benefits for eligible employees