EP Wealth Advisors · 21 hours ago
Associate, M&A Partnerships - Hybrid
Chicago, IL
Full-time
Hybrid
Entry Level
$80K/yr - $100K/yr
2+ years expEP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are seeking a M&A Sourcing Associate to provide sourcing and business development support on the M&A team, focusing on originating new acquisition opportunities and managing relationships with prospective sellers.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Source and originate new RIA acquisition opportunities aligned with strategic M&A objectives
Conduct targeted outreach to RIA principals and senior advisors across multiple geographies
Qualify inbound and outbound leads and manage early-stage conversations
Coordinate and participate in introductory calls and meetings with prospective sellers
Partner with internal M&A and transaction teams from sourcing through execution
Support active transactions by staying involved throughout diligence, negotiation, and closing
Maintain accurate records of outreach, conversations, and pipeline activity within the CRM
Track deal flow across the full lifecycle and ensure consistent follow-up and engagement
Qualification
Required
2+ years of experience in outbound business development, deal sourcing, or relationship-driven sales
Demonstrated success originating and developing new business relationships
Strong communication skills with the ability to engage senior-level professionals
Highly organized, detail-oriented, and process-driven
Comfortable managing multiple conversations and a high-volume outreach pipeline
Preferred
Experience in financial services strongly preferred; exposure to RIAs, wealth management, or financial advisors is a plus
Bachelor's degree in finance, business, or a related field preferred
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
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
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