Mergers & Acquisitions Sourcing Associate jobs in United States
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EP Wealth Advisors · 1 month ago

Mergers & Acquisitions Sourcing Associate

positionChicago, IL
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$90K/yr - $100K/yr
date1+ years exp

EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are seeking a Mergers & Acquisitions Sourcing Associate to provide sourcing and business development support on the M&A team, focusing on identifying acquisition targets and managing outreach efforts.

Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity

Responsibilities

Identifying and sourcing new acquisition targets for M&A strategic initiatives of EPWA
Managing outreach to RIA firms across multiple geographies
Planning and coordinating initial calls and meetings
CRM management
Other transaction and team responsibilities as assigned

Qualification

Business developmentFinancial Services experienceCRM proficiencyPowerPoint proficiencySales capabilitiesCommunication skillsAttention to detail

Required

1-4 years working experience in a (outbound) business development role; Financial Services industry highly desired
Demonstrable history of successful business development results
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

Preferred

Bachelor's degree in Finance or related field preferred
Experience with RIAs and Financial Advisors desired

Benefits

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
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

Company

EP Wealth Advisors

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EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
dateFounded in 2004
location
Torrance, California, USA
people-size201-500 employees
web-link
https://www.epwealth.com

Funding

Current Stage
Growth Stage
Total Funding
$500M
Key Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown

Leadership Team

C
Christopher Toumajian
Chief Financial Officer
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Laura Knolle
Vice President
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Recent News

Private Banker International
EP Wealth adds Capital Insight Partners to network
2026-01-07
Investment News
Carson Group, EP Wealth kickstart 2026 dealmaking calendars
2026-01-06
Pulse 2.0
EP Wealth Acquires $218 Million Firm Clearview
2025-12-18
Company data provided by crunchbase