Teams at EP Wealth Advisors

Lead enterprise learning strategy and programs (onboarding, leadership, mentorship, early-career), design scalable learning solutions, manage vendors/budgets, drive performance management and talent processes, coach a small team, measure learning impact, and partner with HR and business leaders to align development with organizational goals.

Provide comprehensive service to assigned high-net-worth clients and help develop new business from inbound leads. Coordinate with branch and advisory teams for client meeting preparation, document interactions in CRM, qualify leads for internal marketing, ensure compliance with policies and regulatory requirements, and perform related tasks to support client retention and business development.

Drive organic growth across an assigned territory by developing referral and partner relationships, prospecting HNW/UHNW clients, leading complex sales cycles, collaborating with advisors to craft proposals, managing pipeline and CRM, closing business, and ensuring a seamless handoff and client experience.