Senior VP, Wealth Growth & Partner Relationships

EP Wealth Advisors, LLC; Austin (TX); On-site; USD 140,000 - 240,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision Plans

401k with company match

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors (EPWA) seeks a Vice President, Client Development to drive organic growth, cultivate high-net-worth partnerships, and collaborate with Advisors for seamless client transitions.

This role requires a relationship-driven professional with deep wealth management sales experience, partner programs, and consultative client engagement, capable of building pipelines and leading multi-stakeholder deals from introduction to close.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related field preferred.
• Series 65 or 66 required, or willing to obtain within 3 months of employment.
• 7+ years of business development, sales, or relationship management experience within wealth management or financial services.
• Experience working with custodians and professional referral networks preferred.
• Self-motivated, results-oriented, and comfortable working independently.
• Proven track record of closing complex, high-value deals.
• Strong understanding of retirement plans, investments, or institutional wealth solutions.
• Exceptional executive presence and communication skills.
• Willingness to travel within the assigned territory.

Responsibilities

• Clearly articulate EP Wealth’s fiduciary value proposition, planning-first philosophy, and full suite of wealth management services to potential clients.
• Own and execute the regional sales strategy to meet or exceed annual revenue and growth targets.
• Identify, develop, and close new business opportunities with HNW/UHNW clients.
• Build and manage a robust pipeline through prospecting, referrals, and strategic partnerships.
• Lead complex, multi-stakeholder sales cycles involving retirement, investment, and advisory services.
• Collaborate with key stakeholders to deliver tailored client proposals.
• Develop long-term relationships with centers of influence (COIs).
• Represent the firm at industry conferences, community events, networking events, and client presentations.
• Maintain accurate forecasting, pipeline reporting, and CRM documentation.
• Conduct discovery conversations to understand prospect needs and position tailored EP’s wealth management solutions.
• Lead prospects through the sales process from initial introduction through closing and handoff to advisory teams, while delivering exceptional client experience.
• Operate as a self-directed leader while maintaining alignment with firm-wide growth strategy.
• Lead generation may include, but not limited to: self-sourced leads, EP Wealth’s targeted marketing outreach, custodial partnerships, COIs.

Skills

Relationship management

Sales strategy

Negotiation

Executive presence

Education

Bachelor’s degree in Business, Finance, Economics, or related field

Job description

EP Wealth Advisors (EPWA) seeks a Vice President, Client Development to drive organic growth, cultivate high-net-worth partnerships, and collaborate with Advisors for seamless client transitions.

This role requires a relationship-driven professional with deep wealth management sales experience, partner programs, and consultative client engagement, capable of building pipelines and leading multi-stakeholder deals from introduction to close.