Mergers & Acquisitions Sourcing Associate - Hybrid

EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are hiring a Mergers & Acquisition Sourcing Associate to provide sourcing and business development on the M&A team, working within a collaborative environment focused on core values of Integrity, Entrepreneurial, Inclusion, and Connection. Responsibilities Day to day responsibilities include identifying and sourcing new acquisition targets for M&A strategic initiatives of EPWA Managing outreach to RIA firms across multiple geographies Planning and coordinating initial calls and meetings CRM management Other transaction and team responsibilities as assigned Skills 1-4 years working experience in a (outbound) business development role; Financial Services industry highly desired Demonstrable history of successful business development results Experience with RIAs and Financial Advisors desired Strong attention to detail and accuracy Proficient in CRM, PowerPoint, MS Office Detail oriented with a focus on accuracy Excellent sales capabilities and communication skills Bachelor's degree in Finance or 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 Overview EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm. It was founded in 2004, and is headquartered in Torrance, California, USA, with a workforce of 201-500 employees. Its website is