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 Torrance, CA.
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.