• Drive Strategic Growth • Design and execute EP’s referral strategy with clear priorities, scalable processes, and defined performance targets. • Identify and unlock new business opportunities across referral sources, contributing directly to organic growth. • Stay ahead of industry trends, market shifts, and the evolving needs of custodians, RIAs, and other strategic business partners. • Serve as the primary relationship owner for key custodial partners (e.g., Schwab, Fidelity), ensuring alignment, accountability, and long-term collaboration. • Negotiate strategic agreements and manage partner lifecycles from initial contract through performance optimization. • Measure and refine referral programs to ensure sustainable asset growth and an exceptional client experience. • Partner with Division Leaders and Regional Directors to develop a high-performing team of advisors, guiding them to exceed growth targets through coaching, tools, and structured development programs. • Partner with Talent Acquisition to identify and onboard advisor talent aligned with EP’s values and performance expectations. • Create scalable advisor enablement strategies—from training to mentorship—that drive lasting impact. • Build the infrastructure and workflows that ensure leads are captured, tracked, and converted efficiently and effectively. • Establish KPIs, dashboards, and reporting systems that provide clear visibility into referral performance, ROI, and conversion rates. • Champion quality, compliance, and client-first standards across every referral and relationship touchpoint. • Represent the firm at key industry conferences and events, embodying EP’s commitment to excellence and thought leadership. • Collaborate cross-functionally with Division Leaders, Regional Leaders, and Marketing to amplify growth strategies. • Maintain a pulse on the competitive landscape and contribute to firm-wide innovation initiatives.