Director, M&A Partnerships

Duties And 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.
• Cultivate 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.
• Aid in negotiating deal terms and structure agreements.
• Prepare investment presentations summarizing conclusions and recommendations to Executive Management.

Qualifications

• 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.

What We Offer

• 11 Paid Holidays + 2 Floating Holidays
• 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

About the Role

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, 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.

Schedule

This is a remote position, with preference for Salt Lake City, Boston, Chicago, and NYC.

Benefits

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments.

Pay

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.