Division Operations & Strategy Lead — Flexible Schedule

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

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.