{"id":1521514,"url":"https://alion.io/job/ep-wealth-advisors-vice-president-client-development-2","title":"Vice President, Client Development","company":{"id":1993354,"name":"EP Wealth Advisors","domain":"epwealth.com","url":"https://alion.io/company/epwealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"head","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Austin, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":139000,"max_usd":277000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2659},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-07T00:28:29Z","employer_posted_date":"2026-08-07","last_verified_at":"2026-10-23T11:49:51Z","board_verified":true,"closed_at":null,"days_open":77,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":77},"description":"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.\nA successful Vice President, Client Development will be a relationship-driven professional with deep experience in wealth management sales, partner programs, and consultative client engagement.\nDuties & Responsibilities:\nClearly articulate EP Wealth’s fiduciary value proposition, planning-first philosophy, and full suite of wealth management services to potential clients\nOwn and execute the regional sales strategy to meet or exceed annual revenue and growth targets\nIdentify, develop, and close new business opportunities with HNW/UHNW clients\nBuild and manage a robust pipeline through prospecting, referrals, and strategic partnerships\nLead complex, multi-stakeholder sales cycles involving retirement, investment, and advisory services\nCollaborate with key stakeholders to deliver tailored client proposals\nDevelop long-term relationships with centers of influence (COIs)\nRepresent the firm at industry conferences, community events, networking events, and client presentations\nMaintain accurate forecasting, pipeline reporting, and CRM documentation\nConduct discovery conversations to understand prospect needs and position tailored EP’s wealth management solutions\nLead prospects through the sales process from initial introduction through closing and handoff to advisory teams, while delivering exceptional client experience\nOperate as a self-directed leader while maintaining alignment with firm-wide growth strategy\nLead generation may include, but not limited to:Self-sourced leads\nEP Wealth’s targeted marketing outreach\nCustodial partnerships\nCenters of Influence (COIs) \n\nQualifications\nBachelor’s degree in Business, Finance, Economics, or a related field preferred\nSeries 65 or 66 required, or willing to obtain within 3 months of employment \n7+ years of business development, sales, or relationship management experience within wealth management or financial services.\nExperience working with custodians and professional referral networks preferred\nSelf-motivated, results-oriented, and comfortable working independently\nProven track record of closing complex, high-value deals\nStrong understanding of retirement plans, investments, or institutional wealth solutions\nExceptional executive presence and communication skills\nStrong financial /investment acumen, negotiation skills, ability to influence, collaborative and ethical\nWillingness to travel within the assigned 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