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

• Own end-to-end execution of ML programs across data collection, labeling, training, evaluation, and on-device deployment—defining scope, milestones, risks, and success metrics tied to accuracy, latency, and in-store experience. • Build and maintain cross-functional plans with computer vision/ML, Android, hardware, MLOps, data engineering, QA, and field operations; run cadences, surface tradeoffs, and drive on-time, high-quality releases. • Lead data operations at scale, including in-store capture, synthetic generation, and third-party annotation—setting data quality bars, SLAs, and privacy standards in partnership with Legal and Security. • Establish rigorous evaluation frameworks that connect offline metrics and on-device performance to business outcomes (e.g., recognition accuracy, shrink reduction, throughput), including pilots and A/B tests in stores. • Drive deployment readiness and reliability: model packaging for edge devices, rollout plans, monitoring and alerting, incident response, and postmortems with clear, actionable follow-ups. • Communicate program status and insights to stakeholders and executives; proactively manage dependencies and risks across a ~25-person cross-functional org and external vendors.

• Focus primarily on the Veradigm EHR product, responsible for developing program strategy in alignment with the program's long-term vision with little oversight • Ensuring product stability, managing ongoing enhancements, and overseeing critical maintenance activities for our established EHR platform • Collaborate with development teams to maintain existing features, manage product updates, and ensure regulatory requirements are met • Own communication across teams, eliminates risk to execution, and owns the outcome • Develop critical goals related to user experience, quality, usability, reliability, security, scalability, ease-of-use, installation, and responsiveness • Drive product enhancements and coordinate feature updates in an Agile software development environment • Responsible for TPM engagement on maintenance activities, bug fixes, security patches, and product updates • Work with Development, Quality, User Research, and Customer Success teams • Coordinate with Legal, Compliance, and Quality teams to ensure regulatory adherence and product standards • Develop key product themes as the foundational messaging for marketing and other corporate constituents • Provides frequent status updates and impact assessments to the members of the leadership team • Represent stakeholders and evangelize the Veradigm EHR product • Track and analyze product usage metrics and performance indicators

• Own and drive company-critical technical programs spanning multiple engineering organizations • Partner with senior engineers and architects to challenge designs, validate assumptions, and surface tradeoffs • Decompose complex, interdependent systems into sequenced technical milestones and delivery plans • Proactively identify technical risks, failure modes, integration issues, and scale constraints • Lead cross-org dependency management for platform, infrastructure, and systems initiatives • Drive execution of large-scale platform builds, infrastructure migrations, and hardware/software co-design programs • Establish and enforce technical readiness checkpoints and delivery criteria • Serve as the technical authority in program reviews, escalations, and executive forums • Translate deep technical complexity into clear, actionable insights for senior leadership