EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
Business Development Associate
Tampa, FL · On-site
$54K/yr
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
Business Development Associate
Tampa, FL · On-site
$54K/yr
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
About the Sales Development Program Are you driven by results and achieving goals? Have a passion ... a prospective client on the issue/challenge to be discussed during the sales pitch call and/or ...
Business Development Associate
Tampa, FL · On-site
$54K/yr
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
Business Development Associate
Tampa, FL · On-site
$54K/yr
Position Summary The Business Development Associate is responsible for supporting the growth of the ... Client communication and customer service * Marketing material creation and presentation
Chapter Associate, Southwest Florida
Fort Myers, FL · On-site +1
$50K - $65K/yr
POSITION SUMMARY The Chapter Associate plays a key role in advancing the Southwest Florida Chapter ... Fundraising & Revenue Development • Assist in the preparation of grant proposals, sponsorship ...
Chapter Associate, Southwest Florida
Fort Myers, FL · On-site +1
$50K - $65K/yr
POSITION SUMMARY The Chapter Associate plays a key role in advancing the Southwest Florida Chapter ... Fundraising & Revenue Development • Assist in the preparation of grant proposals, sponsorship ...
Chapter Associate, Southwest Florida
Fort Myers, FL · On-site +1
$50K - $65K/yr
POSITION SUMMARY The Chapter Associate plays a key role in advancing the Southwest Florida Chapter ... Fundraising & Revenue Development Assist in the preparation of grant proposals, sponsorship ...
Chapter Associate, Southwest Florida
Fort Myers, FL · On-site +1
$50K - $65K/yr
POSITION SUMMARY The Chapter Associate plays a key role in advancing the Southwest Florida Chapter ... Fundraising & Revenue Development Assist in the preparation of grant proposals, sponsorship ...
Business Development Associate
Clearwater, FL · On-site
$50K/yr
The Business Development Associate (internally referred to as Associate Producer (AP)) is a key ... Experience Requirements * 2+ years in business development, partnerships, or client-facing sales ...
Quick apply
Business Development Associate
Clearwater, FL · On-site
$50K/yr
The Business Development Associate (internally referred to as Associate Producer (AP)) is a key ... Experience Requirements * 2+ years in business development, partnerships, or client-facing sales ...
Business Development Associate
Orlando, FL · On-site
$41K - $56K/yr
The Business Development Associate is responsible for generating sales, increasing revenue and ... This position establishes and develops client relationships as well as works with one or more ...
Business Development Associate
Orlando, FL · On-site
$41K - $56K/yr
The Business Development Associate is responsible for generating sales, increasing revenue and ... This position establishes and develops client relationships as well as works with one or more ...
Client Relationship Lead
Coral Gables, FL · On-site
$19.16 - $23.95/hr
This role creates and supports growth and development strategies for targeted client segments at the store level, enabling associates to cultivate, develop, and strengthen relationships with clients ...
Client Relationship Lead
Coral Gables, FL · On-site
$19.16 - $23.95/hr
This role creates and supports growth and development strategies for targeted client segments at the store level, enabling associates to cultivate, develop, and strengthen relationships with clients ...
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
The Business Development associate is responsible to establish themselves as a trusted advisor and ... way to our client's needs.DESIRED EXPERIENCE AND SKILLS:Comfort contacting and building ...
Quick apply
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
The Business Development associate is responsible to establish themselves as a trusted advisor and ... way to our client's needs.DESIRED EXPERIENCE AND SKILLS:Comfort contacting and building ...
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
Role Summary: The Business Development associate is responsible to establish themselves as a ... our client's needs. DESIRED EXPERIENCE AND SKILLS: * * Comfort contacting and building ...
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
Role Summary: The Business Development associate is responsible to establish themselves as a ... our client's needs. DESIRED EXPERIENCE AND SKILLS: * * Comfort contacting and building ...
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
Role Summary: The Business Development associate is responsible to establish themselves as a ... our client's needs. DESIRED EXPERIENCE AND SKILLS: * * Comfort contacting and building ...
Business Development Associate - Fort Lauderdale
Fort Lauderdale, FL · On-site
$42K - $58K/yr
Role Summary: The Business Development associate is responsible to establish themselves as a ... our client's needs. DESIRED EXPERIENCE AND SKILLS: * * Comfort contacting and building ...
Client Engagement Coordinator
$50K - $65K/yr
Veliz & Associates, P.A. - Coral Gables, FL Do you enjoy connecting with people, guiding them ... client development projects * Keep accurate client records and provide monthly reports to the ...
Quick apply
Client Engagement Coordinator
$50K - $65K/yr
Veliz & Associates, P.A. - Coral Gables, FL Do you enjoy connecting with people, guiding them ... client development projects * Keep accurate client records and provide monthly reports to the ...
Remote Business Development Associate
Fort Lauderdale, FL · Remote
$42K - $58K/yr
Client Needs Analysis: Consult with pre-screened prospects to identify their unique financial ... Schedule Autonomy: Maintain full control over your workweek--most associates achieve peak ...
Quick apply
Remote Business Development Associate
Fort Lauderdale, FL · Remote
$42K - $58K/yr
Client Needs Analysis: Consult with pre-screened prospects to identify their unique financial ... Schedule Autonomy: Maintain full control over your workweek--most associates achieve peak ...
Client Development Associate information
See Florida salary details
$3.95 - $6.19
0% of jobs
$6.19 - $8.43
0% of jobs
$8.43 - $10.66
5% of jobs
$11.47 is the 25th percentile. Wages below this are outliers.
$10.66 - $12.90
55% of jobs
$12.90 - $15.14
3% of jobs
$15.14 - $17.38
3% of jobs
$19.61 is the 75th percentile. Wages above this are outliers.
$17.38 - $19.61
8% of jobs
$19.61 - $21.85
8% of jobs
$21.85 - $24.09
16% of jobs
$24.09 - $26.33
0% of jobs
$26.33 - $28.56
1% of jobs
$3
$16
$28
How much do client development associate jobs pay per hour?
What does a client development associate do?
What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?
How does a client development associate typically collaborate with sales and account management teams?
What is the difference between Client Development Associate vs Business Development Representative?
| Aspect | Client Development Associate | Business Development Representative |
|---|---|---|
| Primary Focus | Building and maintaining client relationships, account management | Generating new leads, prospecting, and closing new business |
| Required Skills | Communication, relationship management, client service | Sales, prospecting, negotiation |
| Work Environment | Client-facing, account management teams | Sales teams, outreach-focused roles |
| Common Certifications | None specific, often related to industry certifications |
The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.
What is the role of a Client Development Associate?
What are the most commonly searched types of Client Development jobs in Florida?
The most popular types of Client Development jobs in Florida are:
What cities in Florida are hiring for Client Development Associate jobs?
Cities in Florida with the most Client Development Associate job openings:
What are popular job titles related to Client Development Associate jobs in FL?
For Client Development Associate jobs in FL, the most frequently searched job titles are:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted yesterday
Job description
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
The Vice President, Client Development is responsible for driving organic growth across an assigned territory. This role focuses on developing and managing strategic referral and partner relationships, engaging high-quality prospective clients, and collaborating closely with Advisors to ensure a seamless transition and exceptional client experience.
A successful Vice President, Client Development will be a relationship-driven professional with deep experience in wealth management sales, partner programs, and consultative client engagement.
Duties & 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
- Centers of Influence (COIs)
- 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
- Strong financial /investment acumen, negotiation skills, ability to influence, collaborative and ethical
- Willingness to travel within the assigned territor
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
- 11 Paid Holidays + 2 floating holidays
- Unlimited PTO
- Paid Volunteer Time
- Paid Parental Leave
- Flexible Work Schedule
- Highly subsidized Health, Dental, and Vision Plans
- 401k Retirement Account with company match contributions
- Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Employee Financial Education
- Employee Educational Expense Reimbursement
- Employee Charitable Donations
- Employee Referral Incentives
- Employee Team Building Activities
- Employee Assistance Program
#LI-Hybrid
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
About EP WEALTH ADVISORS
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Torrance, CA, US
Year founded
1999