EP Wealth Advisors · 16 hours ago
Director, M&A Partnerships
United States
Full-time
Remote
Senior Level
3+ years expEP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. The Director, M&A Partnerships, will lead M&A transactions from inception to execution, collaborating with various departments and managing relationships to drive deal origination and transaction momentum.
FinanceBankingLendingReal EstateAsset ManagementFinancial ServicesProperty ManagementSecurity
Responsibilities
Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA
Lead and manage the full scope of the mergers and acquisition process from initiation to completion
Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum
Prepare multiple financial analyses and due diligence on potential acquisition targets
Assist in negotiating deal terms and structure agreements
Prepare investment presentations summarizing conclusions and recommendations to Executive Management
Qualification
Required
Bachelor's or Master's in Finance, Accounting or related field
3-5 years of experience in Mergers and Acquisitions, preferably in Corporate Development, Investment Banking and/or Private Equity field
Proficient at Microsoft Excel and Microsoft PowerPoint
Strong financial acumen with a solid understanding of valuation techniques, financial modeling, return analysis, and deal structuring
Excellent interpersonal and oral communications with prospects, internal stakeholders, and third parties
Benefits
11 Paid Holidays + 2 Floating Holidays
Unlimited PTO
Paid Parental Leave
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.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Private Equity
Leadership Team
Ryan Parker
Chairman & CEO
C
Christopher Toumajian
Chief Financial Officer
Recent News
2026-07-25
Investment News
2026-07-01
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