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 ...
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 ...
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 ...
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 ...
Vice President, Client Development (Tampa)
Venice, FL ยท On-site
$80 - $120/hr
Collaborate with key stakeholders to deliver tailored client proposals * Develop long-term ... years of business development, sales, or relationship management experience within wealth ...
Vice President, Client Development (Tampa)
Venice, FL ยท On-site
$80 - $120/hr
Collaborate with key stakeholders to deliver tailored client proposals * Develop long-term ... years of business development, sales, or relationship management experience within wealth ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Enablement
Lake Mary, FL ยท On-site
$121K - $155K/yr
The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing's Custody and Managed Platform. The Client ...
Vice President, Client Enablement
Lake Mary, FL ยท On-site
$121K - $155K/yr
The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing's Custody and Managed Platform. The Client ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Enablement
Lake Mary, FL ยท On-site
$121K - $155K/yr
The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing's Custody and Managed Platform. The Client ...
Vice President, Client Enablement
Lake Mary, FL ยท On-site
$121K - $155K/yr
The Vice President, Client Enablement joins our Client Transition team, which focuses on Broker Dealers and Advisors to onboard their business to Pershing's Custody and Managed Platform. The Client ...
Vice President, Client Advisory Group
Orlando, FL ยท On-site
$180K - $195K/yr
Vice President, Client Advisory Group Job Locations US-FL-Orlando Job ID 2026-6314 Category Business Development Location US-FL-Orlando Location Name Orlando, Florida Overview Seeking Experienced ...
Vice President, Client Advisory Group
Orlando, FL ยท On-site
$180K - $195K/yr
Vice President, Client Advisory Group Job Locations US-FL-Orlando Job ID 2026-6314 Category Business Development Location US-FL-Orlando Location Name Orlando, Florida Overview Seeking Experienced ...
The Vice President, Client Implementations Manager will manage complex projects and programs, ensuring successful client onboarding and conversion while collaborating with internal and external ...
The Vice President, Client Implementations Manager will manage complex projects and programs, ensuring successful client onboarding and conversion while collaborating with internal and external ...
Vice President - Client Services
Fort Lauderdale, FL ยท On-site
$132K - $169K/yr
More specifically the VP Client Services partners with their Operations peer to enhance the ... Development: * Identify opportunities for account growth to drive new business within the existing ...
Vice President - Client Services
Fort Lauderdale, FL ยท On-site
$132K - $169K/yr
More specifically the VP Client Services partners with their Operations peer to enhance the ... Development: * Identify opportunities for account growth to drive new business within the existing ...
VP, Client Strategy & Success
West Palm Beach, FL ยท On-site +1
VP, Client Strategy & Success Opportunity SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and ...
VP, Client Strategy & Success
West Palm Beach, FL ยท On-site +1
VP, Client Strategy & Success Opportunity SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
Vice President, Client Operations At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...
The Vice President, OPS Client Service plays a pivotal role in ensuring exceptional client service within the Client Operations & Reporting function. This role is instrumental in aligning with BNY ...
The Vice President, OPS Client Service plays a pivotal role in ensuring exceptional client service within the Client Operations & Reporting function. This role is instrumental in aligning with BNY ...
The Vice President, OPS Client Service plays a pivotal role in ensuring exceptional client service within the Client Operations & Reporting function. This role is instrumental in aligning with BNY ...
The Vice President, OPS Client Service plays a pivotal role in ensuring exceptional client service within the Client Operations & Reporting function. This role is instrumental in aligning with BNY ...
Vice President, Client Processing Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the ...
Vice President, Client Processing Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the ...
Vice President, Client Processing Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the ...
Vice President, Client Processing Manager At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the ...
Vice President, Client Advisory Group
Orlando, FL ยท On-site
$180K - $195K/yr
Seeking Experienced Multi-Family Business Development Professional in Florida to help grow the new ... VICE PRESIDENT, BUSINESS DEVELOPMENT/CLIENT ADVISORY - ORLANDO, FL Job Summary: As an experienced ...
Vice President, Client Advisory Group
Orlando, FL ยท On-site
$180K - $195K/yr
Seeking Experienced Multi-Family Business Development Professional in Florida to help grow the new ... VICE PRESIDENT, BUSINESS DEVELOPMENT/CLIENT ADVISORY - ORLANDO, FL Job Summary: As an experienced ...
Vice President Client Development information
See Florida salary details
$48.9K - $61.2K
6% of jobs
$61.2K - $73.5K
9% of jobs
$84.6K is the 25th percentile. Wages below this are outliers.
$73.5K - $85.8K
10% of jobs
$85.8K - $98.1K
18% of jobs
The median wage is $103.4K / yr.
$98.1K - $110.4K
15% of jobs
$110.4K - $122.7K
13% of jobs
$127.2K is the 75th percentile. Wages above this are outliers.
$122.7K - $135K
11% of jobs
$135K - $147.3K
9% of jobs
$147.3K - $159.6K
4% of jobs
$159.6K - $171.9K
2% of jobs
$171.9K - $184.2K
2% of jobs
$48.9K
$110.2K
$184.2K
How much do vice president client development jobs pay per year?
What is the difference between Vice President Client Development vs Business Development Manager?
| Aspect | Vice President Client Development | Business Development Manager |
|---|---|---|
| Required Credentials | Bachelor's degree; often MBA; extensive experience in sales and client management | Bachelor's degree; experience in sales or marketing |
| Work Environment | Strategic leadership, executive meetings, high-level client interactions | Sales teams, client outreach, market research |
| Employer & Industry Usage | Used in corporate, tech, finance sectors for senior roles | Common across various industries for growth roles |
| Comparison Search Intent | Understanding senior client development roles | Learning about growth and sales positions |
The Vice President Client Development typically holds a senior leadership role focused on strategic client relationships and business growth, requiring extensive experience and higher credentials. In contrast, a Business Development Manager is more involved in executing sales strategies and expanding client base at a managerial level. Both roles are vital for company growth but differ in scope, responsibilities, and seniority.
What are the key skills and qualifications needed to thrive as a vice president client development, and why are they important?
What does a vice president client development do?
What are the main challenges a vice president client development typically faces when building and maintaining strategic client relationships?
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 10 days ago
Job description
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