Emelie H. Taylor
Pleasant Hill
Summary
Entrepreneurial, emotionally intelligent, and purpose-driven Wealth Advisor with a proven ability to cultivate deep, enduring client relationships and serve as a trusted confidante to drive significant revenue growth. Adept at navigating the complexities of business growth with a holistic, client-first approach, I bring a high level of intellectual curiosity, personal integrity, and disciplined structure to every relationship. My background reflects a unique blend of advisory expertise, community engagement—including service in the Peace Corps—and a genuine passion for empowering clients to make more informed, values-aligned decisions. I thrive in collaborative, high-performance environments and am committed to lifelong learning, continuous growth, and leveraging Bernstein’s world-class platform to deliver transformative impact.
Overview
8
8
years of professional experience
Work History
Senior Business and Client Development Manager
Booz Allen Hamilton
07.2023 - Current
- Serve as primary relationship owner and strategic advisor for over 1,000 enterprise-level clients—leading end-to-end onboarding and championing personalized service delivery aligned with each client’s mission and values.
- Independently spearheaded 200% business growth acceleration (FY20–24) through cross-functional collaboration with business advisors, high-value clients and executive leadership to develop strategies to secure new and innovative partnership opportunities.
- Generated $16M+ in new revenue by optimizing client acquisition processes, resulting in a 30% year-over-year increase in client acquisition.
- Fostered long-term relationships with key influencers, increasing executive engagement by 23% through targeted synthesis of feedback from over 250 clients.
- Recognized as a high-EQ, hands-on leader managing Agile team of 10+, driving inclusive team culture and reducing performance-related issues by 92% through empathetic mentorship and collaborative goal setting.
Client Development Manager
Booz Allen Hamilton
06.2020 - 06.2023
- Transformed client acquisition strategy, contributing to a ninefold increase in new client onboarding and a 21.3% revenue increase in FY20–21.
- Strengthened relationships with centers of influence and executive stakeholders, guiding strategic direction with high-impact insights from structured stakeholder analysis.
- Increased retention of customer base by 28Y in Fz23 by working in partnership with Performance Marketing and Product teams to drive profitable engagement, marketing, and business development strategies.
- Generated $8.5M+ in new business through customized guidance and client-first strategies, with a FY24 pipeline forecast comprising 69% of new revenue across peer teams.
- Led multiple community and talent initiatives, including DEI, Citizen Services Communications, and exemplifying a spirit of generosity and service leadership.
Senior Consultant
Booz Allen
04.2019 - 05.2020
- Acted as a trusted advisor to executive clients, conducting strategic analyses and delivering actionable recommendations for complex organizational challenges.
- Consistently prioritized long-term value creation and relationship management, ensuring each engagement reflected client values, aspirations, and strategic goals.
Program Specialist
U.S. Department of Commerce
11.2017 - 04.2019
- Designed and led innovative, client-centric programs supporting trade liberalization and economic diversification by proactively aligning diverse stakeholder expectations, including policymakers, business leaders, and regulatory bodies.
- Built high-trust relationships across cultural lines, earning consistent engagement and buy-in by navigating sensitivities with empathy, high emotional intelligence, and inclusive communication—skills critical to relationship-centered wealth advising.
- Achieved >80% program participation rate by fostering deeply rooted relationships with Afghan business owners and stakeholders, ensuring strategic alignment and shared purpose.
Education
Master of Public Policy -
Sanford School of Public Policy, Duke University
Skills
- Client Relationship Management
- High EQ
- Community Oriented
- Entrepreneurial Mindset
- Stakeholder Engagement and Growth
- Complex Problem Solving
- Innately Curious
- Systematic and Disciplined
- Business Development
- Superior Interpersonal and Communication Skills
Hobbies and Interests
- Community Service
- Abstract Painting
- White Water Kayaking
- Flower Arranging
Timeline
Senior Business and Client Development Manager
Booz Allen Hamilton
07.2023 - Current
Client Development Manager
Booz Allen Hamilton
06.2020 - 06.2023
Senior Consultant
Booz Allen
04.2019 - 05.2020
Program Specialist
U.S. Department of Commerce
11.2017 - 04.2019
Master of Public Policy -
Sanford School of Public Policy, Duke University
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