About this opportunity
EP Wealth Advisors, LLC lists this Vice President, Client Development opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 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 clients
Own and execute the regional sales strategy to meet or exceed annual revenue and growth targets
Identify, develop, and close new business opportunities with HNW/UHNW clients
Build and manage a robust pipeline through prospecting, referrals, and strategic partnerships
Lead complex, multi-stakeholder sales cycles involving retirement, investment, and advisory services
Collaborate with key stakeholders to deliver tailored client proposals
Develop long-term relationships with centers of influence (COIs)
Represent the firm at industry conferences, community events, networking events, and client presentations
Maintain accurate forecasting, pipeline reporting, and CRM documentation
Conduct discovery conversations to understand prospect needs and position tailored EP’s wealth management solutions
Lead prospects through the sales process from initial introduction through closing and handoff to advisory teams, while delivering exceptional client experience
Operate as a self-directed leader while maintaining alignment with firm-wide growth strategy
Lead generation may include, but not limited to: Self-sourced leads
EP Wealth’s targeted marketing outreach
Custodial partnerships
Centers of Influence (COIs)
Qualifications
Bachelor’s degree in Business, Finance, Economics, or a related field preferred
Series 65 or 66 required, or willing to obtain within 3 months of employment
7+ years of business development, sales, or relationship management experience within wealth management or financial services.
Experience working with custodians and professional referral networks preferred
Self-motivated, results-oriented, and comfortable working independently
Proven track record of closing complex, high-value deals
Strong understanding of retirement plans, investments, or institutional wealth solutions
Exceptional executive presence and communication skills
Strong financial /investment acumen, negotiation skills, ability to influence, collaborative and ethical
Willingness to travel within the assigned territory
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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.
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Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.