Director, M&A Partnerships
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, growand 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.
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.
- 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
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
This is a remote position, with preference for Salt Lake City, Boston, Chicago, and NYC.
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
- Unlimited PTO
- 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.
Director, M&A Partnerships
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, growand 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.
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.
- 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
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
This is a remote position, with preference for Salt Lake City, Boston, Chicago, and NYC.
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
- Unlimited PTO
- 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.
