EP Wealth Advisors · 5 hours ago
Head of Client Growth & Partner Channels
United States
Full-time
Remote
Director/Executive
15+ years expEP Wealth Advisors (EPWA) is a wealth management advisory firm that focuses on high net worth individuals. They are seeking a senior growth leader to build the operating system for increasing new client growth from custodial and referral partner channels while ensuring a client-first experience.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Hiring Manager
Josette Jaramillo (she/her)
Responsibilities
Own Client Growth from Partner Channels (Strategy + Outcomes)
Build and execute EP’s partner-channel growth plan with clear targets for new households, net new assets, conversion, and cycle time
Increase EP’s market share in custodian partner channels (e.g., Schwab, Fidelity) by translating partner access into repeatable advisor execution
Diagnose underperformance quickly and take decisive action to improve yield, conversion, and ROI (including program redesign or partner prioritization changes)
Maintain competitive intelligence and convert market insights into concrete growth initiatives
Own Conversion Standards and the Client Growth Operating System (SQL → Close)
Define and govern EP’s lead-to-close process: stage definitions, qualification and acceptance standards, follow-up SLAs, handoffs, escalation paths, and outcome reason codes
Establish and enforce CRM pipeline standards (required fields, stage integrity, dashboards, reporting cadence) so results are visible and auditable
Run a weekly conversion and pipeline performance cadence with Divisional/Regional leadership focused on outcomes and corrective actions
Lead Enablement that Improves Conversion (Training + Coaching)
Lead Advisor Learning & Development to design and deliver conversion-critical programs (discovery, messaging, proposal discipline, follow-up cadence, objection handling, and partner-sourced conversion)
Build and lead a centralized Sales Coach function to drive adoption through structured coaching, call reviews, deal support, and targeted interventions
Identify conversion bottlenecks by source/region/advisor team and deploy targeted fixes (coaching, training, tools, workflow changes)
Lead Partner Opportunity Activation (BDOs)
Lead Business Development Officers to develop and progress partner opportunities, coordinate partner initiatives, and deliver clean, high-context handoffs into the advisor close process
Standardize partner-opportunity packaging (context, urgency, next steps, and 'why EP') to improve advisor responsiveness and conversion
Establish feedback loops from wins/losses to improve partner programs, messaging, and conversion playbooks
Build Performance Transparency (Dashboards + Governance)
In partnership with Business Management and Finance, design and deliver reporting that shows conversion, velocity, and outcomes by source, partner channel, region, and advisor/team
Use data to drive improvement, not just reporting, and ensure alignment with compliance, quality, and client-first standards
Decision Rights & Governance
Owns EP’s conversion operating system from SQL acceptance through close: definitions, stages, SLAs, reason codes, workflow rules, and escalation/reassignment protocols
Owns CRM pipeline governance for client growth opportunities: required data standards, stage integrity rules, dashboards, and reporting cadence
Leads Advisor Learning & Development, Sales Coaches, and Business Development Officers: hiring plan, deployment model, priorities, and performance management
Contributes to the monthly Growth Forums and Quarterly Senior Leadership Team meetings with Marketing, M&A Partnerships, and Divisional Leaders focused on conversion performance, SLA compliance, and corrective actions
Recommends partner-channel prioritization and program changes based on conversion and ROI data; executes within firm governance for any material agreement changes
Success Metrics (12–18 Months Outcomes)
Partner-channel client growth: measurable increase in new households and net new assets originating from custodian and referral partner channels
Conversion lift: measurable improvement in SQL → close and proposal → close conversion rates (firmwide and within partner channels)
Velocity: reduced time from SQL assignment to first contact; reduced time from first meeting to close
Adoption: high compliance with follow-up SLAs, CRM stage integrity, required fields, and closed-loop disposition reason codes
BDO impact: increased partner-sourced qualified opportunities and improved handoff quality correlated to higher conversion
Coaching + training impact: documented conversion improvements for coached cohorts; training completion tied to proficiency checks and conversion outcomes
Operating system maturity: repeatable playbooks, dashboards, and operating cadence that make partner-channel outcomes more predictable
Qualification
Required
15+ years of experience in wealth management growth leadership, conversion enablement, or partner-channel development—ideally within the RIA/custodian/advisor platform ecosystem
Proven track record improving growth outcomes through process standards, coaching systems, training programs, and data-driven governance
Strong operator mindset: able to build systems, run cadence, and drive accountability through influence and transparent metrics
Fluency with CRM and analytics tools (e.g., Salesforce, HubSpot) with a bias for clean data and operational discipline
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
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey 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
Laura Knolle
Vice President
Recent News
Private Banker International
2026-01-07
Investment News
2026-01-06
2025-12-18
Company data provided by crunchbase