Mergers and Acquisitions Associate

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.

Salary Range: $80,000 - $90,000 plus competitive annual bonus

Duties and Responsibilities:

• 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

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
• 3 weeks (PTO)
• 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
• Complimentary Food and Snacks

#LI-Hybrid

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.