VP, Wealth Growth & Strategic Partnerships

EP Wealth Advisors, LLC; Austin (TX); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

11 Paid Holidays

Floating Holidays (2)

Parental Leave

Volunteer Time

Flexible Schedule

Health, Dental, Vision Plans

401k with Company Match

Mental Health Services

Life Insurance

Disability Insurance

FSAs/HSAs

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Assistance Program

Job summary

EP Wealth Advisors is seeking a Vice President, Client Development to drive organic growth in an assigned territory. The role emphasizes relationship-building with high net worth clients, strategic partnerships, and collaboration with Advisors to ensure a seamless client experience.

A successful candidate will bring deep wealth management sales experience, strong executive presence, and a proven ability to close complex, high-value deals while traveling within the territory.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Series 65 or 66 required, or willing to obtain within 3 months of employment.
• 7+ years of business development, sales, or relationship management experience in wealth management or financial services.
• Experience working with custodians and professional referral networks preferred.
• Self-motivated, results-oriented, and able to work 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

• Articulate EP Wealth’s fiduciary value proposition and comprehensive wealth services to potential clients.
• Own regional sales strategy to meet revenue and growth targets.
• Identify, develop, and close opportunities with HNW/UHNW clients.
• Build and manage a robust pipeline via prospecting, referrals, and partnerships.
• Lead complex, multi-stakeholder sales cycles across retirement, investment, and advisory services.
• Collaborate with stakeholders to deliver tailored client proposals.
• Develop long-term relationships with centers of influence (COIs).
• Represent the firm at industry conferences, events, and client meetings.
• Maintain forecasting, pipeline reporting, and CRM records.
• Conduct discovery to understand client needs and position EP’s solutions.
• Lead prospects from introduction to closing and handoff to advisory teams.
• Operate as a self-directed leader aligned with growth strategy.

Skills

Relationship Management

Sales Leadership

Prospecting

COI Development

Consultative Selling

Education

Bachelor’s degree in Business/Finance/Economics

Job description

EP Wealth Advisors is seeking a Vice President, Client Development to drive organic growth in an assigned territory. The role emphasizes relationship-building with high net worth clients, strategic partnerships, and collaboration with Advisors to ensure a seamless client experience.

A successful candidate will bring deep wealth management sales experience, strong executive presence, and a proven ability to close complex, high-value deals while traveling within the territory.