Vice President, Wealth-Client Growth & Partnerships

ep wealth advisors; Tampa (FL); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

Unlimited PTO

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, Vision plans

401k with company match

Life Insurance & Disability

Employee Assistance Program

Job summary

EP Wealth Advisors seeks a Vice President, Client Development in Tampa to drive organic growth and manage strategic referral partnerships. You will engage high-net-worth clients and collaborate with Advisors to ensure a seamless client transition and exceptional experience.

Bring 7+ years in wealth management sales, Series 65/66, and strong executive presence. You will own the regional sales strategy, lead complex cycles, and build long-term COI relationships across the territory.

Qualifications

• Bachelor’s degree in Business, Finance, Economics or related field preferred.
• Series 65 or 66 required, or willing to obtain within 3 months of employment.
• 7+ years in business development, sales, or relationship management in wealth/financial services.

Responsibilities

• Articulate fiduciary value proposition and wealth management services to clients.
• Own and execute regional sales strategy to meet revenue targets.
• Identify, develop, and close new business with high net worth clients.
• Build pipeline through referrals and strategic partnerships, COIs.
• Lead multi-stakeholder sales cycles and deliver tailored proposals.

Skills

Business development

Sales

Relationship management

Executive presence

Negotiation

Prospecting

Travel willingness

Education

Bachelor's degree in Business/Finance/Economics

Tools

CRM

Job description

EP Wealth Advisors seeks a Vice President, Client Development in Tampa to drive organic growth and manage strategic referral partnerships. You will engage high-net-worth clients and collaborate with Advisors to ensure a seamless client transition and exceptional experience.

Bring 7+ years in wealth management sales, Series 65/66, and strong executive presence. You will own the regional sales strategy, lead complex cycles, and build long-term COI relationships across the territory.