Wealth Growth Leader - Client Development

EP Wealth Advisors, LLC; Tampa, Northern (FL, KY); Hybrid; USD 150,000 - 230,000; 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

Job summary

EP Wealth Advisors is a wealth management advisory firm seeking a Vice President, Client Development in the Tampa, FL area. The role focuses on driving organic growth by developing strategic referral partnerships, engaging high-net-worth clients, and collaborating with Advisors to ensure a seamless client experience.

The successful candidate will be a relationship-driven professional with deep experience in wealth management sales, partner programs, and consultative client engagement, and

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.

Responsibilities

• Articulate EP Wealth’s fiduciary value proposition and full suite of wealth management services to potential clients.
• Own and execute the regional sales strategy to meet 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, investments, and advisory services.
• Develop tailored client proposals and relationships with centers of influence (COIs).
• Represent the firm at industry events and client presentations; maintain forecasting and CRM updates.

Skills

Wealth management sales

Relationship management

Executive presence

Negotiation

Travel readiness

Education

Bachelor’s degree in Business/Finance/Economics

Tools

CRM software

Job description

EP Wealth Advisors is a wealth management advisory firm seeking a Vice President, Client Development in the Tampa, FL area. The role focuses on driving organic growth by developing strategic referral partnerships, engaging high-net-worth clients, and collaborating with Advisors to ensure a seamless client experience.

The successful candidate will be a relationship-driven professional with deep experience in wealth management sales, partner programs, and consultative client engagement, and