EP Wealth Advisors seeks a Vice President, Client Development in Tampa to drive organic growth and manage strategic referral partnerships. You will engage high-net-worth clients and collaborate with Advisors to ensure a seamless client transition and exceptional experience.
Bring 7+ years in wealth management sales, Series 65/66, and strong executive presence. You will own the regional sales strategy, lead complex cycles, and build long-term COI relationships across the territory.
#J-18808-LjbffrVice President, Wealth-Client Growth & Partnerships in tampa at Unknown Company
This position is listed as full time and onsite.