About this 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.
Duties and Responsibilities
- Strategy & Planning: Work with the Division Leader to develop strategy & business plan; support & monitor execution.
- Operations & Administrative: Support DLs with hiring and resource allocation, team management, and day-to-day operations, including expense management, event coordination & management; resolve day-to-day escalations
- People Management: Manage Planning and Client Services teams, including PTO approvals, conflict resolution, performance management, hiring/recruitment; Support RD’s in managing Advisor teams including coordinating new advisor onboarding.
- Risk & Compliance: Ensure Divisional adherence to global policies; Represent Division on internal working groups as needed.
- Partnership Integration: Act as a local point of contact for Partnership Integration activities; support local teams through the Integration process.
Qualifications
- Proven ability in team and people management, with a focus on coaching and developing talent.
- Skilled in project management and highly organized in administrative and operational execution.
- Strong stakeholder management skills, with the ability to collaborate and communicate effectively across all levels of the organization.
- Demonstrate executive communication, leadership acumen.
- Experienced working cross-functionally across departments to drive alignment and outcomes.
- Adept at influencing others to gain buy-in and support.
- Background in sales management with a focus on performance and relationship building.
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
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.