Salary Range: 60000 to 80000 (Currency: USD) (Pay period: per-year-salary)

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 Associate, M&A Partnerships will provide sourcing and business development on the M&A team. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Duties and Responsibilties

Day to day responsibilities include identifying and sourcing new acquisition targets for M&A strategic initiatives of EPWA.

Managing outreach to RIA firms across multiple geographies

Planning and coordinating initial calls and meetings

CRM management

Other transaction and team responsibilities as assigned

Qualifications

1-4 years working experience in a (outbound) business development role; Financial Services industry highly desired

Demonstrable history of successful business development results

Experience with RIAs and Financial Advisors desired

Bachelor's degree in Finance or related field preferred

Strong attention to detail and accuracy

Proficient in CRM, PowerPoint, MS Office

Detail oriented with a focus on accuracy

Excellent sales capabilities and communication skills

Location: Preferred locations are Chicago, NYC, or Boston.

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.

EP Wealth Advisors

M&A Partnerships Associate

About the Job

Requirements

Responsibilities

Desired Qualifications

Duties and Responsibilties

Qualifications

About the Company

EP Wealth Advisors

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