EP Wealth Advisors, LLC

Role Description The Director, M&A Partnerships, will be leading M&A transactions from inception to execution and working with various departments across the organization and coordinating with multiple functional groups. Our ideal candidate will have a demonstrated track record of delivering excellent financial modeling, deal valuation, organizational, and communication skills. You will join a team of dynamic, collaborative, and growth-oriented professionals who are focused on delivering our founding core values: Integrity, Entrepreneurial, Inclusion and Connection. Duties and Responsibilities - Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA. - Lead and manage the full scope of the mergers and acquisition process from initiation to completion. - Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum. - Prepare multiple financial analyses and due diligence on potential acquisition targets. - Assist in negotiating deal terms and structure agreements. - Prepare investment presentations summarizing conclusions and recommendations to Executive Management. Qualifications - Bachelor’s or Master's in Finance, Accounting or related field. - 3-5 years of experience in Mergers and Acquisitions, preferably in Corporate Development, Investment Banking and/or Private Equity field. - Proficient at Microsoft Excel and Microsoft PowerPoint. - Strong financial acumen with a solid understanding of valuation techniques, financial modeling, return analysis, and deal structuring. - Excellent interpersonal and oral communications with prospects, internal stakeholders, and third parties. Benefits - 11 Paid Holidays + 2 Floating Holidays. - Unlimited PTO. - 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.

Role Description EP Wealth Advisors is seeking an execution-focused Client Marketing Manager to serve as the operational leader and second-in-command within the Client Marketing function. This is a program implementation role responsible for driving execution across client marketing initiatives, managing agencies, vendors, and cross-functional teams, while ensuring complex, multi-channel projects are delivered on time and at a consistently high standard. This is a Western U.S. based remote role, with required availability during Pacific and Mountain Time zone business hours to support team and client operations. Program & Project Ownership - Own execution of the annual client marketing roadmap - Build and manage detailed project plans across initiatives - Drive accountability across internal stakeholders and external partners - Anticipate and flag risks, proactively adjusting timelines - Ensure initiatives launch smoothly and predictably Platform & Agency Management - Serve as primary point of contact for external partners - Manage scopes of work, timelines, budgets, and deliverables - Hold agencies accountable for quality and performance - Optimize vendor relationships for efficiency and cost discipline Cross-Functional & Technical Fluency - Partner closely with Advisors, Compliance, Operations, and Product Technology - Communicate effectively across business and technical stakeholders - Understand and articulate the operational implications of marketing initiatives - Speak the language of product and technology teams to ensure alignment - Familiarity with CRM systems (e.g., Salesforce or similar platforms) and marketing automation tools Industry Insight & Voice of the Customer Leadership - Stay ahead of RIA and wealth management marketing best practices - Monitor competitive positioning and emerging client experience trends - Lead implementation of ongoing client research and feedback initiatives - Gather, analyze, and synthesize market research and client insights - Proactively recommend enhancements to strengthen programs - Deep familiarity with the wealth management or RIA space Performance Measurement & Optimization - Build and own the client marketing performance dashboard - Track engagement and program performance metrics - Analyze trends and communicate key insights - Identify operational inefficiencies then solve by implementing process improvements that scale Qualifications - Over six years of experience in program management, marketing operations, or client marketing within organizations that support a sophisticated, mature marketing infrastructure in the RIA and wealth management space. - Strong project management and agency management experience - Experience in RIA or wealth management - Confidence operating at the intersection of marketing, product, and technology - Familiarity with CRM systems (Salesforce preferred) and digital workflow/project management tools - Strong organizational discipline and executive communication skills - High ownership mentality and bias toward execution - Structured, steady, and decisive - Technically conversant without needing to be an engineer - Comfortable managing complexity across teams - Passionate about improving client experience - Energized by building systems that scale Requirements - Compensation: Our base pay $130,000.00 - $145,000.00 (per year) Benefits - 11 Paid Holidays + 2 floating holidays - 3 Weeks PTO - Paid Volunteer Time - Paid Parental Leave - 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

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Operations Integration Associate, Portfolio Data is a key contributor to the successful onboarding of new partner firms onto the EP Wealth platform, with a dedicated focus on portfolio accounting systems. This role leads and supports the transition of partner firm portfolio data and workflows into EP’s environment, ensuring client accounts, investments, billing, and historical performance are accurate, complete, and aligned with EP standards. - Lead and support end-to-end operational integration for acquired and partner firms as it relates to portfolio accounting systems, ensuring alignment with EP standards, systems, and strategic objectives. - Serve as the primary point of contact for partner firms on portfolio data topics, learning legacy workflows and translating them into EP’s standardized setup and operating model. - Coordinate the onboarding and configuration of data within EP’s portfolio accounting systems, including client accounts, households, investments, billing groups & client portals. - Responsible for the success of historical performance conversions, including mapping, validation, and exception resolution to ensure continuity and accuracy of client performance reporting. - Audit and validate converted data for completeness and accuracy, partnering with internal teams and vendors to resolve discrepancies. - Partner closely with vendors (e.g., Tamarac, GeoWealth) to execute integration deliverables; track progress, clarify requirements, and hold vendors accountable to timelines and quality standards. - Collaborate with Partnership Integration, Operations, Billing, Compliance, and Technology teams to coordinate dependencies, manage issues, and ensure smooth cutover planning and execution. - Monitor and troubleshoot system & data issues (custodian feeds, imports, mappings, reporting outputs), escalating as appropriate and driving issues to resolution. - Develop, refine, and scale repeatable integration workflows, templates, and best practices to improve accuracy, efficiency, and consistency across future integrations. - Support post-integration stabilization, including training/enablement for partner firm users (as needed), post-conversion audits, and documentation of final setup decisions. - Research and resolve routine to complex operational issues, escalating as appropriate. - Lead or contribute to cross-functional initiatives, system integrations, and operational projects. Qualifications - Bachelor’s degree in Finance, Business Administration, Information Systems, Data Analytics, or related field. - 3–5+ years of experience in wealth management operations with direct experience in portfolio accounting systems and/or performance reporting; M&A integration experience strongly preferred. - Hands-on familiarity with portfolio accounting systems such as Tamarac, Orion, Black Diamond, or GeoWealth. - Strong analytical skills and attention to detail, with demonstrated ability to audit complex datasets and reconcile exceptions. - Strong project execution skills with the ability to manage multiple concurrent integrations under tight deadlines. - Excellent verbal and written communication skills, including comfort working directly with partner firms, vendors, and internal stakeholders. - Strong understanding of mergers and acquisitions, including due diligence, integration planning, and post-merger processes. - In-depth knowledge of financial services, wealth management, investment banking, or asset management processes, with a clear understanding of regulatory and operational requirements. Requirements - Experience with performance conversion processes (history mapping, benchmark alignment, composite/report validation, and exception management). - Familiarity with related wealth tech ecosystem tools (e.g., Salesforce, eMoney, client portals, billing systems, document systems). - Experience partnering with external vendors on scoped deliverables, quality assurance, and timeline management. - Experience with project tracking tools (e.g., Monday.com) and process documentation. - Understanding of compliance, regulatory, and operational in a registered investment advisory environment.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform business decisions. You will also develop a deep understanding of our analytical tools and the automation of business processes and decision-making. You will need to leverage diverse problem-solving strategies and balance multiple simultaneous efforts in a dynamic environment. You will be expected to delve into business problems and analyze opportunities for growth. You will meet the analytical needs of the business and deliver actionable plans for improving our business. The associate works closely under the guidance of leadership, learning key business processes, and contributing to the delivery of business objectives through analytical and operational support. - Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs) - Build and maintain business models for budgeting, forecasting, and scenario analysis - Develop financial forecasts and projections to support strategic and long-term planning - Track and analyze the company's financial performance and cost management - Provide data-driven recommendations and business insights to management to help guide decisions and improve financial performance - Design and develop comprehensive reports and dashboards to stakeholders and senior management - Automate and enhance repeatable tasks using programming and analytics tools - Own the business analysis that helps to run the business Qualifications - Bachelor's degree in business, Operations, Finance, or related field - Proficient in programming tools including Python, SQL, and R - 5 plus years of experience in a data analyst, data management and business intelligence role - Experience within the financial services or wealth management industry - Proficient in data and analytics tools including Power BI, Salesforce, Tableau, and Excel - Strong analytical acumen helping to understand trends and key data points that will help leadership run the business - Proven track record of successful program leadership in complex environments - Strong ability to design and execute business strategies and financial oversight - Excellent communication skills with experience in crafting executive content and managing internal and external messaging - Ability to collaborate effectively with cross-functional teams and drive organizational alignment - Demonstrated expertise in managing resources, developing performance standards, and leading business development initiatives Benefits - 11 Paid Holidays + 2 floating holidays - 3 Weeks PTO - Paid Volunteer Time - Paid Parental Leave - 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

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Associate, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform business decisions. You will also develop a deep understanding of our analytical tools and the automation of business processes and decision-making. You will need to leverage diverse problem-solving strategies and balance multiple simultaneous efforts in a dynamic environment. You will be expected to delve into business problems and analyze opportunities for growth. You will meet the analytical needs of the business and deliver actionable plans for improving our business. The associate works closely under the guidance of leadership, learning key business processes, and contributing to the delivery of business objectives through analytical and operational support. - Gather, organize, and analyze financial data from various sources to identify trends, variances, and key performance indicators (KPIs) - Build and maintain business models for budgeting, forecasting, and scenario analysis - Develop financial forecasts and projections to support strategic and long-term planning - Track and analyze the company's financial performance and cost management - Provide data-driven recommendations and business insights to management to help guide decisions and improve financial performance - Design and develop comprehensive reports and dashboards to stakeholders and senior management - Automate and enhance repeatable tasks using programming and analytics tools - Own the business analysis that helps to run the business Qualifications - Bachelor's degree in business, Operations, Finance, or related field - Proficient in programming tools including Python, SQL, and R - 5 plus years of experience in a data analyst, data management and business intelligence role - Experience within the financial services or wealth management industry - Proficient in data and analytics tools including Power BI, Salesforce, Tableau, and Excel - Strong analytical acumen helping to understand trends and key data points that will help leadership run the business - Proven track record of successful program leadership in complex environments - Strong ability to design and execute business strategies and financial oversight - Excellent communication skills with experience in crafting executive content and managing internal and external messaging - Ability to collaborate effectively with cross-functional teams and drive organizational alignment - Demonstrated expertise in managing resources, developing performance standards, and leading business development initiatives Benefits - 11 Paid Holidays + 2 floating holidays - 3 Weeks PTO - Paid Volunteer Time - Paid Parental Leave - 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

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Retirement Plan Coordinator will assist with providing high-quality service to our clients and support the annual administration of the plans. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community. - Primary contact for assigned retirement plans and responsible for the quarterly administration of the plans using the process checklist and recurring tasks in our CRM - Coordinate with finance team to reconcile quarterly billing for retirement plans - Reviews and recommends communication design and delivery strategies for assigned retirement plans - Manage the investment fund changes on a quarterly basis - paperwork/fi360 reports/participant & sponsor notices - Utilize RPAG Software to provide analysis on potential takeover retirement plans - Schedule, prepare for and facilitate committee meetings and participant education delivered at client locations or virtually - Liaison between assigned retirement plans and our third party vendors - Coordinates all workflow processes to see deliverables through to completion - Maintain effective working relationships with assigned clients and advisors - Perform additional functions, duties and specific tasks of a similar nature and scope as necessary in order to support the department objectives - Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance - Makes decisions and takes action to ensure client satisfaction with assigned retirement plans Qualifications - CRPS designation preferred - Minimum of 2 years of experience in the retirement plan industry - Excellent written and oral communication skills - Experience working with CRM systems (e.g., Salesforce) - A proven track record of excellent customer service and client retention - Extremely detail oriented, exceptional follow through, and reliable in all aspects - Bachelor's degree required Benefits - 11 Paid Holidays - 3 Weeks (PTO) - 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 Company Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Technical Integration Manager is responsible for owning EP Wealth’s technology integration processes for mergers, acquisitions, and strategic partnerships. This role leads the technology workstream end-to-end—overseeing IT due diligence, Day 1 readiness, and post-close technology integration. Partnering closely with Partnership Integration, Technology, Operations, Compliance, and Business leaders, this role ensures technology integrations are executed securely, efficiently, and in alignment with EP Wealth’s partnership model, governance standards, and advisor-first experience. What You’ll Do - M&A Technology Leadership - Lead the technology integration workstream for multiple concurrent transactions, from diligence through post-close execution. - Act as the senior technology point of contact for transaction-related activities, advising teams on complexity, cost, and timing. - Translate technical findings into clear, executive-ready insights to support integration decisions. - Lead and facilitate cross-functional integration work sessions with internal teams, external partners, and vendors to ensure alignment, share key project information, and communicate progress against milestones and deliverables. - Collaborate on improvements to scale team capabilities, tools, and processes to support EP Wealth’s continued growth through partnerships. - IT Due Diligence & Integration Execution - Lead IT due diligence activities, including system reviews, documentation requests, and SME engagement. - Collaborates on assessments of acquired firms’ technology environments, cybersecurity posture, data architecture, and vendor landscape. - Manages Day 1 technology readiness planning, including access provisioning, data considerations, vendor coordination, and platform transitions. - Oversee post-close integration activities such as system migrations, data transfers, application rationalization, and legacy system and technology services decommissioning. - Provide regular status updates, risk assessments, and integration progress reporting to senior leadership. - Build strong relationships with acquired firms and internal stakeholders to ensure a smooth partnership transition. - Process & Platform Maturity - Own and evolve EP Wealth’s M&A technology integration playbooks, templates, and best practices. - Drive standardization, automation, and continuous improvement across integration efforts. Qualifications - 8+ years of experience leading technology projects, integrations, or complex cross-functional initiatives. - Proven experience leading teams in an M&A, integration, consulting, or transformation environment. - Direct experience supporting technology due diligence and post-close integration for acquisitions or partnerships. - Background in wealth management, financial services, fintech, or other regulated environments preferred. - Strong understanding of IT environments, including applications, infrastructure, data migration, cybersecurity, and vendor management. - Ability to assess integration risk, scalability, and operational impact in a deal context. - Strong executive presence with the ability to communicate complex topics clearly and confidently. - High level of professionalism, discretion, and judgment when handling confidential and transaction-sensitive information. - Bachelor’s degree required; PMP, Agile, or technology certifications a plus. Benefits - 11 Paid Holidays + 2 floating holidays - 3 Weeks (PTO) - 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