Director, M&A Partnerships

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Overview

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals.

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EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 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.

The Director, M&A Partnerships, will be leading M&A transactions from inception to execution and working with various departments across the organization and coordinating with multiple functional groups. Our ideal candidate will have a demonstrated track record of delivering excellent financial modeling, deal valuation, organizational, and communication skills. You will join a team of dynamic, collaborative, and growth-oriented professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

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.

Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating 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.

Assist in negotiating deal terms and structure agreements.

Prepare investment presentations summarizing conclusions and recommendations to Executive Management

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

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What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

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

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.