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This role focuses on developing and managing strategic referral and partner relationships, engaging high-quality prospective clients, and collaborating closely with Advisors to ensure a seamless transition and exceptional client experience. 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.

EP Wealth Advisors LLC

Vice President, Client Development

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Third, own the tax-advantaged product pipeline: partner with acquisitions and legal counsel to structure multifamily assets into Delaware Statutory Trusts for 1031 exchange investors, Reg D income funds, and Qualified Opportunity Zone funds that give advisors a home for client gains from business sales, concentrated stock, and other liquidity events. Second, activate the selling network: execute selling agreements with independent broker-dealers and hybrid advisory platforms, architect share class structures that serve both commission-based representatives and fee-based advisors through a single desk, and extend Rex's reach onto alternative investment platforms.

Managing Director, Alternative Investment Distribution

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Account Managers represent PIMCO to our clients and prospective clients and seek to deliver investment solutions that leverage PIMCO's position as one of the world's premier fixed income investment managers. PIMCO's client management team is comprised of client-facing relationship management and sales professionals ("Account Managers") who are directly responsible for contributing to the firm's success through a combination of client relationship management and business development.

YEAR

Pacific Investment Management Co LLC

2027 MBA Summer Intern - Account Manager, US

In this high-profile business development role, you will be the most prominent client- and prospective-client-facing individual-responsible for new producing advisor acquisition, onboarding, and activation, as well as territory management-to drive the continued growth of assets and relationships for the Registered Investment Adviser (RIA) channel of SEI's Wealth and Advisor business. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.

SEI Investments Co

Business Development Director

Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees — including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

HOUR

Hub International Insurance

Billing Specialist

Working within the Orion platform and coordinating with custodians including Charles Schwab, Fidelity, and TIAA-CREF, this individual will assist with the full billing cycle for wealth advisory fees - including invoice creation and distribution, fee reviews against client contracts, reconciliation, and reporting. About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Hub International Ltd

HeadOfSales #HeadOfDistribution #WealthTech #InvestmentTechnology #WealthManagement #InstitutionalInvesting #RIA #FamilyOffice #AssetManagement #PortfolioManagement #InvestmentAnalytics #FinTech #SalesLeadership #DistributionStrategy #BusinessDevelopment #GTM #GoToMarket #RemoteJobs . If you’re an experienced wealth-management or investment-technology commercial leader who has built sales motions from the ground up, personally generated and closed meaningful business, and developed relationships across RIAs, family offices, institutional investors, and strategic distribution partners , we’d love to hear from you.

Pavago

Head Of Sales & Distribution - Wealthtech & Investment Technology

The successful candidate will bring strong knowledge of annuity and retirement products and work across insurance, capital markets, and asset management to develop sophisticated financial solutions, leveraging Athene and Apollo''s investment capabilities while advancing new opportunities from concept through launch. Product Development & Execution: Own the product lifecycle from concept through approval and launch, translating product designs into specifications and leading cross-functional execution with Athene's existing product manufacturing, investment, actuarial, risk, legal, and operations teams.

Athene Holding Ltd

VP Product Strategy

The Account Manager will gain valuable experience working with wirehouse advisors and teams, independent advisors, and registered investment advisors (RIAs), helping to drive growth in a key business area. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.

PIMCO

Account Manager, ETF Sales – Southwest

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Investment Property Wealth Management | Realized Hybrid About Realized Realized helps wealth-management firms and their advisors guide clients through one of the largest financial decisions of their lives: transitioning investment property into a portfolio built around their goals. • Relationship health, as reflected in regular reviews and partner feedback What You Bring • 7+ years in financial services distribution, including senior home-office, strategic or national accounts relationships with RIAs, broker-dealers, banks or platforms.

Realized Holdings Inc

Vice President, Strategic Relations

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Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther

Client Service Associate

GreenHouseAPI

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Services

Senior Operations Specialist - Estate Team

Based in Athene and Apollo's Austin strategic growth hub, the AVP, Strategy & Innovation will work directly with Athene's C-suite and senior leaders across Athene and Apollo to translate high-priority strategic opportunities into operating capabilities, commercial partnerships and launched solutions. Demonstrated success moving complex initiatives from strategy through launch, including developing business cases, defining operating and capability requirements, establishing roadmaps and coordinating implementation across business and technology teams.

Apollo Global Management Inc

AVP Strategy & Innovation

Identify, build, and manage a strategic referral ecosystem of attorneys, bankers, wealth advisors, consultants, private equity professionals, insurance advisors, payroll providers, technology partners, and other trusted advisors. As a Market Development Manager, you'll be ALC's ambassador within an assigned geographic market — building the firm's presence, reputation, and referral ecosystem through strategic networking, chamber and community engagement, and referral partner development.

A La C.A.R.T.E. Solutions

Market Development Manager

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LPL Financial Holdings Inc

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. Cerity Partners is the one of the largest and fastest growing independent financial advisory firms, managing over $160+ billion in assets under management, and over $1 trillion assets under advisement.

Cerity Partners LLC

Software Engineer

Build in partnership with clients, advisors, and colleagues: Identify high value opportunities, understand their needs and root problems, map workflows, test prototypes and hypotheses, and build and advocate for the best experience. This includes setting the overall design direction, prototyping and shipping to test hypotheses, defining how design collaborates with engineering and product, and creating the visual language and interaction models for experiences.

Product Designer

Through this structured, immersive multi-month training program, participants will gain a comprehensive understanding of Pathstone's integrated wealth management platform, including Investment Research & Portfolio Construction, Financial Planning & Professional Services, Business Development & Practice Management, and Client Advisory & Relationship Management. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

Pathstone Family Office

Vice President, Client Advisory

Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. They will gain hands-on experience, strategic insights, and mentorship from our leadership team, firm owners, and advisors in the field all while contributing to real projects that drive Lion Street's success.

Wealth Management Advisor Jobs in Austin, TX

Vice President, Client Development EP Wealth Advisors LLC

Managing Director, Alternative Investment Distribution Rex

2027 MBA Summer Intern - Account Manager, US Pacific Investment Management Co LLC

Business Development Director SEI Investments Co

Billing Specialist Hub International Insurance

Billing Specialist Hub International Ltd

Head Of Sales & Distribution - Wealthtech & Investment Technology Pavago

VP Product Strategy Athene Holding Ltd

Account Manager, ETF Sales – Southwest PIMCO

Vice President, Strategic Relations Realized Holdings Inc

Client Service Associate Farther

Senior Operations Specialist - Estate Team LPL Financial Services

AVP Strategy & Innovation Apollo Global Management Inc

Market Development Manager A La C.A.R.T.E. Solutions

Senior Operations Specialist - Estate Team LPL Financial Holdings Inc

AVP Strategy & Innovation Athene Holding Ltd

Software Engineer Cerity Partners LLC

Product Designer Cerity Partners LLC

Vice President, Client Advisory Pathstone Family Office

Financial Services Associate Integrity Marketing Group, LLC

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