Associate Divisional Leader

EP Wealth Advisors, LLC; Los Angeles (CA); On-site; USD 145,000 - 220,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, and Vision Plans (high

401k Retirement Account with company-m

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health

Health Savings Accounts

Employee Financial Education

Educational Expense Reimbursement

Employee Charitable Donations

Employee Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors, LLC is seeking an Associate Division Lead to act as the operational arm of the Division Leader, coordinating across Regions and managing regional resources and administration. You will lead Client Relationship Managers and Financial Planning Managers, aligning with regional needs and best practices from functional teams.

You will also support partnership integration efforts, communicate the division vision, and ensure a unified culture and strategy across the division.

Qualifications

• Proven ability in team and people management.
• 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.

Responsibilities

• Strategy & Planning: work with the Division Leader to develop strategy and business plan; support and monitor execution.
• Operations & Administrative: support DLs with hiring and resource allocation, team management, and day-to-day operations, including expense management, event coordination and 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 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.

Skills

Team management

Project management

Stakeholder management

Executive communication

Cross-functional collaboration

Sales management

Job description

Summary

** **

The Associate Division Lead will serve as operational arm of the Division Leader, managing resources across Regions and managing administration within Regions. Manage Client Relationship Managers and Financial Planning Managers in the Division, with input from Regional Directors and central teams, ensuring that regional needs are met and that teams are appropriately leveraging resources and best practices developed by functional teams. Act as key communicator and culture carrier for the Division, facilitating a unified business in the Division, galvanized around a shared vision, strategy, and goals. Support the Division Leader (DL) with in-Division Partnership Integration activities, serving as a point of contact for smaller integrations where appropriate.

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.

$145,000 - $220,000 a year

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.