• Manage and integrate our core technology stack—bridging the gap between proprietary Policy Management System, sales CRM, and support ticketing platforms. • Optimize operational productivity, vendor expense, and operational efficiency with existing toolings by optimizing configurations, workflows, and account setup. • Act as the primary administrator for Policy Management System, Close.io (CRM), and Zendesk (Support). • Maintain our agency management system (EZLynx) and quoting exchange (Bolt). • Identify friction points in existing processes and build automations to eliminate manual tasks and increase individual agent productivity. • Partner with Engineering and Data Analytics to architect seamless data flows and ensure data integrity.

• Build the technological knowledge necessary to assess readiness through communications, reviews, and retrospectives that enable other teams to effectively prepare for seamless delivery of capacity. • Manage a portfolio of cross-functional initiatives, surfacing dependencies, mitigating risks, and ensuring outcomes align with company OKRs. • Drive program execution and measurable performance. Establish governance frameworks over prioritization decisions to ensure alignment with key performance indicators and business outcomes. • Act as an influential member of a highly integrated team composed of both technical and non-technical members. • Work within a diverse team environment to build and execute work plans and schedules as applicable for program success. • Plan requirements, identify risks, manage schedules, and communicate clearly with project stakeholders. • Partner with stakeholders to define requirements, align priorities, and drive delivery across engineering, product, architecture, finance, and operations. • Provide clear, concise program and portfolio reporting to leadership, enabling data-driven decision-making. • Champion continuous improvement initiatives to scale agility, visibility, and velocity across programs. • Mentor and coach other TPMs and cross-functional partners, raising the bar for delivery excellence, stakeholder engagement, and execution discipline.

• Lead annual and quarterly internal audit planning for ~695 sites, including scope definition, scheduling, and resource coordination • Manage execution of internal audits, ensuring consistency, accuracy, and adherence to enterprise standards • Serve as the primary liaison between Supply Chain, Internal Audit, Operations, Finance, Compliance, and site leadership • Communicate audit expectations, timelines, and deliverables to regional and site leaders • Develop, maintain, and standardize audit tools, checklists, templates, and training materials • Track audit findings, root causes, and remediation progress in a centralized governance system • Ensure timely follow-up and closure of corrective actions, escalating risks when needed • Produce executive-ready reporting on audit performance, trends, recurring issues, and risk areas • Identify systemic gaps and partner with functional leaders to strengthen internal controls and operational discipline • Support SOX readiness, regulatory audit preparation, and external audit coordination • Lead process improvement initiatives that reduce audit findings and enhance compliance across the network • Provide training, coaching, and guidance to site teams and cross-functional partners on audit expectations and best practices

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