Business Development Associate - M&A

EP Wealth Advisors Admin, LLC ("EPWA") is a wealth management advisory firm with over $15 Billion in AUM as of December 31, 2021, 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.

Our Headquarter office in Torrance, CA is hiring for a Mergers and Acquisition Associate. The M&A Associate will provide sourcing and business development on the M&A team. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.

Duties and Responsibilities:

  • Day to day responsibilities include identifying and sourcing new acquisition targets for WPCG's partner firms
  • Managing outreach to RIA firms across multiple geographies
  • Planning and coordinating initial calls / meetings with WPCG senior colleagues
  • CRM management
  • Other transaction and team responsibilities as assigned

Qualifications:

  • 1-2 years working experience in a (outbound) business development role; (a plus if within the Financial Services industry)
  • Demonstrable history of successful business development results
  • Experience with RIAs and Financial Advisors, a plus
  • Bachelor's degree
  • Strong attention to detail and accuracy
  • 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.

  • Paid Holidays
  • Paid Time Off (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Competitive Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Paid Pregnancy and Parental Leave
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program
  • Complimentary Food and Snacks
Posted
06/21/2022
Salary Range
$56,000.00 - $96,000.00
per Year
Salary range estimated by
salary estimation provided by zippia
Location
Torrance, CA, 90504, US