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© All Rights Reserved. ApplyBlast.com
EP Wealth Advisors
The Vice President, Client Development drives organic growth across an assigned territory by developing strategic referral relationships and engaging high-quality prospective clients. This role focuses on collaborating with Advisors to ensure a seamless transition and exceptional client experience while managing complex sales cycles. The position requires a relationship-driven professional with deep experience in wealth management sales and consultative client engagement.
Headquarters
Torrance, California, United States
Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for EP Wealth Advisors.
EP Wealth Advisors didn’t post a salary, so this is our estimate from similar listings.
10% below the average for this role
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