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EP WEALTH ADVISORS
EP WEALTH ADVISORS

60 Ep Wealth Advisors Operations Jobs Hiring Near You

EP Wealth Advisors

Regional Director

Walnut Creek, CA · On-site

$175K - $275K/yr

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... and operations to streamline workflows and ensure exceptional, consistent service delivery.

EP Wealth Advisors

Vice President, Advisor

Seattle, WA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... operations and financial planning to further the client relationship * Follow-up with clients ...

EP Wealth Advisors

Vice President, Advisor

Seattle, WA · On-site

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June ... operations and financial planning to further the client relationship * Follow-up with clients ...

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    Infographic showing various Operations job openings at Ep Wealth Advisors in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 74% Physical, and 26% Hybrid job distribution.

    Vice President, Client Development

    EP Wealth Advisors

    Tampa, FL • Hybrid

    Full-time

    Medical, Dental, Vision, Life, Retirement

    Re-posted 2 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) 
    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
    • 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 territory
     

    #LI-Hybrid


    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
    • Paid Parental Leave 
    • Paid Volunteer Time
    • 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
    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.
    We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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