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Open nowPosted 11 days ago

Managing Director, Head of Portfolio Implementation

EP Wealth Advisors35 open roles

Where
Remote
Work mode
Remote
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Your applicationOpen nowManaging Director, Head of Portfolio ImplementationEP Wealth Advisors · Remote

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. EP Wealth Advisors postings stay open a median of 51 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 11 days ago

EP Wealth Advisors median: 51 days open

The posting

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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.

Job Summary:

The Managing Director, Portfolio Implementation leads a team of approximately 25 professionals and is responsible for the firm's portfolio implementation operating model: the people, processes, technology, and controls that translate investment strategy into consistent, scalable, and tax-aware client portfolios.

This role owns the design and governance of the end-to-end portfolio implementation framework, including account implementation, rebalancing, trading workflows, cash management, tax-aware transitions, implementation standards, and exception management across client accounts and investment strategies. The role is accountable for implementation quality, operational efficiency, risk management, and the continued evolution of the firm's implementation capabilities as EP Wealth grows.

The role works closely with the Head of Investments and senior leaders across functions to ensure investment strategies are implemented accurately, efficiently, and in accordance with firm policies and client guidelines, and is responsible for the organizational structure, technology capabilities, controls, and performance management framework required to deliver portfolio implementation at scale.

Key Responsibilities

Qualifications

What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 Floating Holidays
  • 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

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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