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

Role Description The primary purpose of this senior-level remote position is to lead and manage global implementation projects within the transportation, logistics, and supply chain sectors. A fundamental requirement for this role is extensive, hands-on freight forwarding experience, specifically encompassing ocean freight, air freight operations, and international routing. The successful candidate will partner closely with business units, sales, and management to develop solution-driven strategic plans, establish dedicated implementation teams, and ensure global initiatives are effectively communicated across the organization. - Utilize project management methodologies and tools such as Jira to execute business requirements analysis, implement testing processes, and monitor performance metrics. - Ensure strict compliance with company policies, ISO guidelines, and regulatory requirements. - Develop Standard Operating Procedures (SOPs) to train staff. - Employ advanced diplomacy and negotiation skills to resolve complex, escalated issues affecting clients and senior management. - Conduct comprehensive operational and financial post-mortem assessments. - Maintain readiness for significant domestic and international travel, particularly to Europe or Asia, which necessitates a valid US Visa. Qualifications - Minimum of 5 years of related professional experience, with at least 5 years of industry-specific experience preferred. - Minimum of 3 years of supervisory or managerial experience required. - Mandatory hands-on experience in freight forwarding, specifically encompassing ocean freight and air freight operations, as well as international routing. - Prior professional background serving as an operator, supervisor, manager, or key account manager within a freight forwarding organization. - Comprehensive knowledge and practical experience across all areas of transportation, logistics, and supply chain operations. - Proficiency in project management methodologies, including the development of solution-driven strategic plans, timeline constraint identification, and risk mitigation. - Demonstrated experience utilizing Jira for project tracking, implementing business requirements analysis, and managing testing processes. - Advanced proficiency in Microsoft Office, internet applications, and web-based or job-specific software applications. - Demonstrated leadership capabilities, including the ability to influence departments, implement change management, and effectively allocate decision-making authority to maximize organizational effectiveness. - Strong analytical aptitude for evaluating complex problems and developing viable alternative solutions. - Exceptional interpersonal and communication skills, with fluent English proficiency (reading, writing, and speaking). - Experience in assisting with the development of Standard Operating Procedures (SOPs) and training implementation teams on new requirements. - Ability to maintain stable performance under pressure and utilize flexible interpersonal styles to build cohesive teams across diverse, multi-functional backgrounds. - Willingness and ability to travel both domestically and internationally as dictated by project requirements; possession of a valid US Visa (or applicable visas for Europe or Asia) is mandatory. - High School Diploma or GED required; Bachelor's Degree in Business, Transportation, Logistics, Supply Chain Management, or a related field is highly preferred. Requirements - Bachelor's Degree in Business, Transportation, Logistics, Supply Chain Management, or a closely related academic discipline (nice to have). - Successful completion of a formal Leadership Development Program (LDP) as a complement or alternative to traditional academic qualifications (nice to have). - Five or more years of dedicated, industry-specific experience within the transportation, logistics, and supply chain sectors (nice to have). - Active engagement in professional organizations and a demonstrated commitment to continuous learning regarding emerging technologies and innovations within the global logistics industry (nice to have). Benefits - Excellent leadership and team management skills. - Strong problem-solving and analytical abilities. - Effective communication and interpersonal skills. - Proactive and innovative mindset.

Role Description The Program Manager in NTT DATA’s Microsoft Practice leads multi‑workstream enterprise programs across Dynamics 365 CE, Power Platform, and related CRM/Cloud ecosystems. This role drives Agile delivery, engages senior stakeholders, governs releases, develops talent across global teams, and contributes to practice growth through presales, alliances, and continuous improvement initiatives. Key Responsibilities - Delivery & Program Leadership - Lead Agile programs, coach teams, establish product‑oriented delivery models, and influence architecture, roadmap, and cross‑team strategy. - Drive discovery and requirement‑gathering with business stakeholders, product owners, and BAs; ensure proper resource alignment. - Manage sprint planning, backlog health, resource allocation, estimates/story points, schedules, tasks, and risks. - Govern SDLC reviews: project/test plans, requirements, InfoSec, code, SIT/UAT; ensure all artifacts meet organizational standards. - Ensure delivery of all core project documentation: Project Plan, User Stories, Test Assets, Release/Sanity summaries, Support guides, and regular status reports. - Release & Change Management - Oversee release/deployment activities and compliance with change governance. - Validate readiness against acceptance criteria — quality, environment, training/support, risk, roll‑back plans. - Secure QA, UAT, and Business sign‑offs; ensure production‑ready code packages. - Deliver release collateral: deployment steps, manual steps, sanity results, business communications; ensure knowledge transfer and training completion. - Stakeholder & Client Management - Manage expectations with clients and internal teams via weekly status, monthly health checks, annual business reviews, and planning workshops. - Maintain client relationships, identify improvement opportunities, and manage SOW scope and Fieldglass workers. - Run Customer Satisfaction Surveys and improvement plans. - People & Resource Management - Lead hiring: workforce planning, sourcing, shortlisting, interviewing, and managing technical panels. - Manage onboarding, project assignments, resource planning across onshore/nearshore/offshore teams. - Oversee timesheets, leave, visas, logistics (HW/SW), InfoSec access, and travel. - Conduct goal setting, mid‑year and annual performance reviews; manage promotions, rotations, rewards, motivation, and training/growth plans. - Manage low‑performance processes, separations, notice periods, and exit compliance. - Practice Development & Presales - Monitor trends in Dynamics 365 CE, Salesforce, Seismic, CCB Insight, D&B Hoovers, and related technologies to enhance delivery excellence. - Support presales — RFPs, proposals, estimations, pitches — and partner closely with business development. - Serve as a techno‑functional SME in client/sales discussions. - Engage Microsoft and Salesforce alliances to support competency development. - Attend conferences and seminars for networking, capability building, and opportunity identification. Qualifications - 10–15+ years of experience in program/project management within enterprise consulting/SI environments. - 10 years of Proven leadership in Agile delivery and multi‑stream CRM/Cloud transformation programs. - Strong stakeholder and client‑facing skills; ability to influence across architecture, product, engineering, and business teams. - Experience with Jira, Confluence, Azure DevOps, and enterprise delivery tools. - Bachelor’s degree required; advanced degree preferred. - Certifications such as PMP, SAFe, Scrum, or Microsoft/CRM credentials are a plus. Company Description NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. Our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.

• Immediately becoming a key member of the Mission Services team and take on oversight and management of at least one or more projects or programs. • On an ongoing basis, developing a corporate knowledge base of policies and procedures and staying up to date on any changes impacting the project teams. • Within 6 months, have a solid grasp on managing employee and partner engagements on multiple contracts. • Managing administration over multiple contracts/task orders in coordination with project control and finance team members, ensuring completeness and accuracy in a timely manner. • Contract management includes, but is not limited to, overseeing transition in activities, contract modifications, vendor subcontracts, purchase orders, accounts receivable, accounts payable, employee travel authorizations, employee expense reimbursements, and travel/other direct cost (ODC) budgets. • Tracking, reporting and communicating contract-level results. Understand how contract type (for example FFP vs T&M) impacts execution and invoicing. • Budget management responsibilities including understanding contract cost structure, invoicing process/review and handling of past due invoices. • Supporting team member training, recruiting and hiring, onboarding/offboarding, status changes, reviews, and professional development. • Promoting SNG to our team members and collecting feedback on employee engagement initiatives. • Within 9 months, develop positive contracting officer representative (COR), customer and other relevant stakeholder relationships on multiple contracts. • Collaborates with supporting functions to ensure accurate invoicing, resource management, policy interpretation and handling of employment matters. • Conduct regular 1:1 meetings with team members.