Mergers and Acquisitions Associate

at  Ep Wealth Advisors Admin Llc

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $21 billion in AUM as of December 31st, 2023, 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.
EP Wealth Advisors is hiring for a Mergers and Acquisition Associate. The M&A Associate will provide sourcing and business development on the M&A team. Our ideal candidate will have a demonstrated track record of delivering excellent organizational, and communication skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

• Identifying and sourcing new acquisition targets for EPWA.
• Manage outreach to RIA firms across multiple geographies.
• Creating sales funnels and pipelines and building relationships with prospective targets
• Planning and coordinating initial calls and meetings with Senior Leaders at EPWA
• Proficiency with CRM
• Other transaction and team responsibilities as assigned.
• 2-4 years working experience in a (outbound) business development role; (a plus if within the Financial Services industry)
• Proven success in business development results
• Experience with RIAs and Financial Advisors preferred
• Bachelor’s degree preferred
• Proficient in CRM, PowerPoint, MS Office
• Detail oriented with a focus on accuracy
• Excellent sales capabilities and communication skills