Head of Strategic Partnerships

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October 24

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EP Wealth Advisors

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Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

201 - 500 employees

💸 Finance

👥 B2C

📋 Description

• 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. • 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. • 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. • 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 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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