Executive Leader, Portfolio Implementation & Ops

EP Wealth Advisors, LLC; United States; On-site; USD 320,000 - 520,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

401k with company match

Job summary

EP Wealth Advisors (EPWA) seeks a Managing Director, Portfolio Implementation to lead a ~25-person team driving the end-to-end portfolio implementation framework. You will own the people, processes, technology, and controls translating investment strategy into scalable, tax-aware client portfolios.

You will collaborate with senior leaders to ensure accurate, efficient execution, while evolving capabilities, governance, and risk controls to support firm growth and client objectives.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• CFA designation strongly preferred.
• 10+ years in portfolio implementation or related roles within wealth management.

Responsibilities

• Own end-to-end portfolio implementation framework for scalable client portfolios.
• Oversee account implementation, rebalancing, cash management, and tax-aware transitions.
• Design and govern implementation methodologies, standards, and controls.
• Provide senior oversight of trading and ensure best execution.
• Develop KPIs and reporting for drift, timeliness, accuracy, and tax outcomes.
• Lead technology roadmap for portfolio implementation and automate processes.

Skills

Leadership

Portfolio management

Rebalancing

Tax-aware trading

Risk management

Communication

Strategic thinking

Education

Bachelor’s degree in Finance or related field

CFA designation

Tools

Custodial platforms

Order Management System (OMS)

Rebalancing software

Job description

EP Wealth Advisors (EPWA) seeks a Managing Director, Portfolio Implementation to lead a ~25-person team driving the end-to-end portfolio implementation framework. You will own the people, processes, technology, and controls translating investment strategy into scalable, tax-aware client portfolios.

You will collaborate with senior leaders to ensure accurate, efficient execution, while evolving capabilities, governance, and risk controls to support firm growth and client objectives.