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Role Overview:
- Lead team of ~25 owning portfolio implementation operating model.
- Translate strategy into scalable, tax-aware client portfolios.
Key Responsibilities:
- Own implementation framework, trading oversight, risk and controls.
- Drive automation, technology, and process improvement.
Qualifications & Offerings:
- 10+ years in portfolio implementation or investment ops, CFA preferred.
- Competitive benefits: parental leave, health, 401(k), remote work.
EP Wealth Advisors
EP Wealth Advisors is a wealth management advisory firm serving high net worth individuals with over $49.1 billion in assets. The firm fosters an inclusive culture focused on associate growth and professional development.