EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... The Vice President, Client Development is responsible for driving organic growth across an assigned ...
Vice President, Client Development (Tampa)
Venice, FL · On-site
$80 - $120/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Collaborate with key stakeholders to deliver tailored client proposals * Develop long-term ...
Vice President, Client Development (Tampa)
Venice, FL · On-site
$80 - $120/hr
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of ... Collaborate with key stakeholders to deliver tailored client proposals * Develop long-term ...
We're seeking a dynamic Business Development Manager to support our St Petersburg office and drive ... Be where it matters-client sites, boardrooms, and industry events. * Southeast Region: includes FL ...
We're seeking a dynamic Business Development Manager to support our St Petersburg office and drive ... Be where it matters-client sites, boardrooms, and industry events. * Southeast Region: includes FL ...
Beauty Advisor - Tom Ford
Sarasota, FL · On-site
$19.16 - $23.95/hr
Under direction from the Client Development Manager, the Business Manager, Beauty is responsible to drive the business of a specific beauty brand by focusing on client development, ensuring an ...
Beauty Advisor - Tom Ford
Sarasota, FL · On-site
$19.16 - $23.95/hr
Under direction from the Client Development Manager, the Business Manager, Beauty is responsible to drive the business of a specific beauty brand by focusing on client development, ensuring an ...
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Manager in Development
Bradenton, FL · On-site
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Manager in Development
Bradenton, FL · On-site
Our Manager in Development Program provides aspiring leaders with an array of experiences in the ... Job setup, client setup, and crew assignments * How to create proposals and assist with sales * How ...
Guide staff in project execution, professional growth, and leadership development Business Development & Client Management * Build and maintain strong relationships with public and private sector ...
Guide staff in project execution, professional growth, and leadership development Business Development & Client Management * Build and maintain strong relationships with public and private sector ...
... Manager, Process Development The Manager, Process Development will serve as a member of the ... Periodically this role will inform the client with the status of the project. This role will ...
... Manager, Process Development The Manager, Process Development will serve as a member of the ... Periodically this role will inform the client with the status of the project. This role will ...
Agency Business Development Program Manager (Health & Benefits)
Sarasota, FL · On-site +1
$81K - $128K/yr
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Provides feedback and recommendations to Business Development Manager in respects to all aspects of ...
Agency Business Development Program Manager (Health & Benefits)
Sarasota, FL · On-site +1
$81K - $128K/yr
This is an exciting time to join our team as we continue to invest in innovation, simplify client ... Provides feedback and recommendations to Business Development Manager in respects to all aspects of ...
Experience in client development and relationship management * Background working with ... subcontractors or general contractors * Proven ability to excel in high-pressure environments
Experience in client development and relationship management * Background working with ... subcontractors or general contractors * Proven ability to excel in high-pressure environments
Project Manager - Division 10 (ID# 711)
Palmetto, FL · On-site
$100K - $115K/yr
Experience in client development and relationship management * Background working with ... subcontractors or general contractors * Proven ability to excel in high-pressure environments
Quick apply
Project Manager - Division 10 (ID# 711)
Palmetto, FL · On-site
$100K - $115K/yr
Experience in client development and relationship management * Background working with ... subcontractors or general contractors * Proven ability to excel in high-pressure environments
Client Services Manager
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Quick apply
Client Services Manager
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Client Services Manager
Sarasota, FL · On-site
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Client Services Manager
Sarasota, FL · On-site
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Client Services Manager
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Client Services Manager
$50K - $65K/yr
Client Services Manager Senior Helpers of Sarasota/Bradenton Senior Helpers is a national leader in ... Responsibilities Business Development * Develop and grow referral relationships with hospitals ...
New
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Quick apply
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Relationship Manager
Saint Petersburg, FL · On-site
Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention. Project Management * Lead and coordinate cross-functional initiatives ...
Retail Cosmetics Sales Counter Manager - MAC, University Town Center - FL - Full Time
$15.25 - $18.50/hr
With a strong focus on client development, you will cultivate a loyal customer base through ... How our Counter Managers spend their day... * Every day starts with a positive example . As a ...
Retail Cosmetics Sales Counter Manager - MAC, University Town Center - FL - Full Time
$15.25 - $18.50/hr
With a strong focus on client development, you will cultivate a loyal customer base through ... How our Counter Managers spend their day... * Every day starts with a positive example . As a ...
Client Development Manager information
See Lakewood Ranch, FL salary details
$10.5K - $25.7K
0% of jobs
$25.7K - $40.8K
10% of jobs
$40.8K - $55.9K
14% of jobs
$56.5K is the 25th percentile. Wages below this are outliers.
$55.9K - $71.1K
30% of jobs
$71.1K - $86.2K
10% of jobs
$86.2K - $101.4K
8% of jobs
$104.4K is the 75th percentile. Wages above this are outliers.
$101.4K - $116.5K
10% of jobs
$116.5K - $131.6K
3% of jobs
$131.6K - $146.8K
7% of jobs
$146.8K - $161.9K
1% of jobs
$161.9K - $177.1K
5% of jobs
$10.5K
$86.5K
$177.1K
How much do client development manager jobs pay per year?
What does a client development manager do?
How does a client development manager typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a client development manager?
What is the difference between Client Development Manager vs Business Development Executive?
| Aspect | Client Development Manager | Business Development Executive |
|---|---|---|
| Primary Focus | Maintaining and expanding existing client relationships | Identifying and acquiring new clients |
| Required Skills | Relationship management, negotiation, account management | Lead generation, sales pitching, prospecting |
| Work Environment | Client meetings, account reviews, ongoing client support | Networking events, cold calls, sales presentations |
| Industry Usage | Common in consulting, tech, finance | Common in sales, marketing, tech startups |
The Client Development Manager primarily focuses on nurturing existing client relationships and ensuring client satisfaction, while the Business Development Executive concentrates on generating new business opportunities. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and objectives.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 10 days ago
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