Vice President, Client Development

Vice President, Client DevelopmentAustin TX - Austin, TX 78735OverviewLevel: Senior Position Type: Full Time Category: AdvisorDescriptionEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 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 clientsOwn and execute the regional sales strategy to meet or exceed annual revenue and growth targetsIdentify, develop, and close new business opportunities with HNW/UHNW clientsBuild and manage a robust pipeline through prospecting, referrals, and strategic partnershipsLead complex, multi-stakeholder sales cycles involving retirement, investment, and advisory servicesCollaborate with key stakeholders to deliver tailored client proposalsDevelop long-term relationships with centers of influence (COIs)Represent the firm at industry conferences, community events, networking events, and client presentationsMaintain accurate forecasting, pipeline reporting, and CRM documentationConduct discovery conversations to understand prospect needs and position tailored EP's wealth management solutionsLead prospects through the sales process from initial introduction through closing and handoff to advisory teams, while delivering exceptional client experienceOperate as a self-directed leader while maintaining alignment with firm-wide growth strategyLead generation may include, but not limited to:Self-sourced leadsEP Wealth's targeted marketing outreachCustodial partnershipsCenters of Influence (COIs)QualificationsBachelor's degree in Business, Finance, Economics, or a related field preferredSeries 65 or 66 required, or willing to obtain within 3 months of employment7+ years of business development, sales, or relationship management experience within wealth management or financial services.Experience working with custodians and professional referral networks preferredSelf-motivated, results-oriented, and comfortable working independentlyProven track record of closing complex, high-value dealsStrong understanding of retirement plans, investments, or institutional wealth solutionsExceptional executive presence and communication skillsStrong financial /investment acumen, negotiation skills, ability to influence, collaborative and ethicalWillingness to travel within the assigned territoryWhat 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 holidaysUnlimited PTOPaid Volunteer TimePaid Parental LeaveFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance ProgramEPWA 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.