EP Wealth Advisors

Manages investments and financial plans for families

Vice President, Client Development

Field SalesConfirmed live in the last 24 hours

Full-timeTampa, FL, USA

About the Job

Requirements

A bachelor's degree in Business, Finance, Economics, or a related field is preferred.
Series 65 or Series 66 is required, or the candidate must be willing to obtain one within three months of employment.
At least seven years of business development, sales, or relationship management experience within wealth management or financial services is required.
Experience working with custodians and professional referral networks is preferred.
A proven track record of closing complex, high-value deals is required.
A strong understanding of retirement plans, investments, or institutional wealth solutions is required.
Willingness to travel within the assigned territory is required.

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 high-net-worth and ultra-high-net-worth 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.
Represent the firm at industry conferences, community events, networking events, and client presentations.
Maintain accurate forecasting, pipeline reporting, and customer relationship management documentation.
Conduct discovery conversations to understand prospect needs and position tailored EP Wealth management solutions.
Lead prospects through the sales process from initial introduction through closing and handoff to advisory teams, while delivering an exceptional client experience.
Operate as a self-directed leader while maintaining alignment with the firm-wide growth strategy.
Generate leads through self-sourcing, EP Wealth targeted marketing outreach, custodial partnerships, and centers of influence.

Desired Qualifications

Experience working with custodians and professional referral networks is preferred.

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.

About the Company

EP Wealth Advisors

Manages investments and financial plans for families

EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm that offers wealth management services, including investment management, retirement planning, tax planning, estate planning, and business planning. It uses a planning-first approach to build customized portfolios with mutual funds, ETFs, and other securities, charging fees directly rather than earning commissions to uphold fiduciary duties. The firm differentiates itself by providing independent, objective advice funded solely by client fees and growing nationally through PE-backed acquisitions, now with over 48 offices and more than $31 billion in assets under management. Its goal is to deliver transparent, client-centered financial guidance at scale to help individuals, families, trusts, and organizations achieve their long-term financial objectives.

Company size: 501-1,000
Company stage: Debt Financing
Total funding: $500M
Headquarters: Torrance, CA
Founded: 2004

Recently Posted Jobs

Explore more opportunities at EP Wealth Advisors

See more jobs