M&A Partnerships Associate (Hybrid)

2 hours, 58 minutes ago
Full-time
Junior
Sales and Business Development
EP Wealth

EP Wealth

EP Wealth provides comprehensive wealth management services by offering personalized financial planning, tax integration, and estate planning, all tailored to help clients achieve their unique financial goals.

Capital Markets
201-500
Founded 2004

Description

  • Identify and source acquisition targets for EPWA’s M&A strategic initiatives
  • Manage outbound outreach to RIA firms across multiple geographies
  • Plan and coordinate initial prospect calls and meetings
  • Maintain and manage CRM records and activity
  • Support transaction-related and broader M&A team activities as assigned

Requirements

  • 1–4 years of experience in an outbound business development role
  • Demonstrated record of successful business development results
  • Financial services industry experience is highly desired
  • Experience working with RIAs and financial advisors is desired
  • Bachelor’s degree in Finance or a related field is preferred
  • Proficiency with CRM systems, PowerPoint, and Microsoft Office
  • Strong sales, communication, and relationship-building abilities
  • Strong attention to detail and accuracy
  • Ability to work in or near Chicago, New York City, or Torrance, California

Benefits

  • 11 paid holidays plus 2 floating holidays
  • Paid parental leave and paid volunteer time
  • Flexible work schedule
  • Highly subsidized medical, dental, and vision insurance
  • 401(k) retirement plan with company matching contributions
  • Free mental health services, employee assistance program, life insurance, and short- and long-term disability coverage
  • Flexible spending accounts and health savings accounts
  • Educational expense reimbursement, financial education, charitable donation support, referral incentives, and team-building activities

Interested in this position?

Apply directly on the company website

Apply Now

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