Head of Strategic Partnerships at EP Wealth Advisors, LLC

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Full Time

Start Date

Immediate

Expiry Date

04 Apr, 26

Salary

0.0

Posted On

04 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Business Development, Strategic Partnerships, Relationship Building, Negotiation, Advisor Development, Referral Programs, Performance Reporting, CRM Systems, Coaching, Market Trends, Collaboration, Compliance, Client Experience, Team Leadership, Growth Strategies

Industry

Financial Services

Description

Job Details Job Category: Administration EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, 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. At EP Wealth Advisors, we put people first—our clients, our team, and our partners. We’re looking for a seasoned, strategic leader to serve as our Head of Strategic Partnerships, a critical role responsible for accelerating growth through custodial relationships, COIs, and advisor performance. If you thrive at the intersection of strategy, relationship-building, and execution—and are motivated by a collaborative, high-integrity culture—we want to meet you. What You’ll Do: Drive Strategic Growth Design and execute EP’s referral strategy with clear priorities, scalable processes, and defined performance targets. Identify and unlock new business opportunities across referral sources, contributing directly to organic growth. Stay ahead of industry trends, market shifts, and the evolving needs of custodians, RIAs, and other strategic business partners. Lead Custodial Partnerships Serve as the primary relationship owner for key custodial partners (e.g., Schwab, Fidelity), ensuring alignment, accountability, and long-term collaboration. Negotiate strategic agreements and manage partner lifecycles from initial contract through performance optimization. Measure and refine referral programs to ensure sustainable asset growth and an exceptional client experience. Empower Advisor Success Partner with Division Leaders and Regional Directors to develop a high-performing team of advisors, guiding them to exceed growth targets through coaching, tools, and structured development programs. Partner with Talent Acquisition to identify and onboard advisor talent aligned with EP’s values and performance expectations. Create scalable advisor enablement strategies—from training to mentorship—that drive lasting impact. Deliver Operational Excellence Build the infrastructure and workflows that ensure leads are captured, tracked, and converted efficiently and effectively. Establish KPIs, dashboards, and reporting systems that provide clear visibility into referral performance, ROI, and conversion rates. Champion quality, compliance, and client-first standards across every referral and relationship touchpoint. Represent EP and Lead with Integrity Represent the firm at key industry conferences and events, embodying EP’s commitment to excellence and thought leadership. Collaborate cross-functionally with Division Leaders, Regional Leaders, and Marketing to amplify growth strategies. Maintain a pulse on the competitive landscape and contribute to firm-wide innovation initiatives. What You’ll Bring: 15+ years of experience in wealth management, business development, or strategic partnerships—preferably within or adjacent to the RIA and custodian ecosystems. Track record of success building and scaling referral programs and/or partner channels in high-growth environments. Demonstrated leadership in partnering to drive growth, developing advisor teams, and support cross-functional initiatives. Strong relationship and negotiation skills; able to influence and build trust at all levels, internally and externally. Experience with CRM, referral tracking systems, and performance reporting (e.g., Salesforce, HubSpot). Bachelor’s degree required; advanced degree (MBA or equivalent) and Series 65 preferred. Why EP: We’re not just building a firm—we’re building a legacy. At EP, we believe in investing in our people, doing right by our clients, and growing with purpose. Join a team that values collaboration, integrity, and doing meaningful work every day. Compensation: Competitive base salary + performance-based bonus + potential equity participation 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 paid holidays 3 Weeks (PTO) 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.

Responsibilities

The Head of Strategic Partnerships will drive strategic growth by designing and executing referral strategies while leading custodial partnerships and empowering advisor success. This role also involves delivering operational excellence and representing the firm at industry events.