M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston)
- Location
- Chicago, IL
- Listed
- Today
About the role
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 Associate, M&A Partnerships will provide sourcing and business development on the M&A team. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.
Duties and Responsibilties
- 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
Qualifications
- 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
- Bachelor's degree in Finance or related field preferred
- 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
Location: Preferred locations are Chicago, NYC, or Boston.
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
Equal opportunity and legal notices
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.
From Ep Wealth Advisors's careers page, first listed on Rolev.ai on November 12, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston) role at Ep Wealth Advisors, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston) job at Ep Wealth Advisors located?
This M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston) position at Ep Wealth Advisors is located in Chicago, IL. Always check Ep Wealth Advisors's application page for specific state eligibility or relocation policies.
How do I apply for the M&A Partnerships Associate (Hybrid - Boston, Chicago, Boston) position at Ep Wealth Advisors?
This listing links directly to Ep Wealth Advisors's Lever application page. You can apply directly on Ep Wealth Advisors's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.