EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
We are seeking a senior growth leader accountable for building the operating system that increases new client growth from custodial and referral partner channels, while protecting a fiduciary, client-first experience.
This role owns the standards, infrastructure, coaching, and training that improve responsiveness, conversion, and velocity from qualified opportunity through close and onboarding.
Oversees Advisor Learning & Development and is accountable for owning the strategy, hiring, and scaling Sales Coaching and Business Development teams to support our significant growth plans aimed to activate partner opportunities and deliver high quality handoffs to advisors.
This role is accountable for measurable growth execution, turning trusted introductions into more client relationships through disciplined, repeatable practices.
What You’ll Do
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.
What You’ll Bring
- 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.
Location: Remote
Compensation:
Competitive base salary + performance-based bonus + potential equity participation
