VP, Wealth Management Growth & Strategic Partnerships

EP Wealth Advisors; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

11 paid holidays

Unlimited PTO

Paid volunteer time

Parental leave

Flexible work schedule

Health, dental, vision plans

401k match

Mental health services

Life Insurance

Disability insurance

FSA/HSA

Educational reimbursement

Employee education

Referral incentives

Team building activities

Employee assistance program

Job summary

EP Wealth Advisors seeks an seasoned sales leader to drive regional growth in wealth management services for high net worth clients. You will own the sales strategy, build a robust pipeline, and lead multi-stakeholder cycles from discovery to closing and handoff.

Ideal candidates have 7+ years in wealth management sales, a fiduciary mindset, and strong pitching and negotiation skills to expand the client base and advisory relationships.

Qualifications

• 7+ years in business development, sales, or relationship management in wealth management or financial services.
• Series 65/66 preferred or willingness to obtain within 3 months of employment
• Experience with custodians and professional referral networks is a plus

Responsibilities

• Articulate the fiduciary value proposition and full suite of wealth management services to potential clients.
• Own and execute regional sales strategy to meet revenue targets.
• Develop and close new business opportunities with HNW/UHNW clients.

Skills

Relationship building

Sales leadership

Prospecting

Negotiation

Communication

Education

Bachelor’s degree in Business/Finance/Economics

Tools

CRM (Salesforce)

Portfolio management software

Job description

EP Wealth Advisors seeks an seasoned sales leader to drive regional growth in wealth management services for high net worth clients. You will own the sales strategy, build a robust pipeline, and lead multi-stakeholder cycles from discovery to closing and handoff.

Ideal candidates have 7+ years in wealth management sales, a fiduciary mindset, and strong pitching and negotiation skills to expand the client base and advisory relationships.