Managing Director, AI & Data Platforms

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EP Wealth Advisors

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201 - 500 Mitarbeiter

💸 Finanzen

👥 B2C

Finance • B2C

EP Wealth Advisors ist eine unabhängige, ausschließlich auf Honorarbasis arbeitende treuhänderische Vermögensverwaltungsfirma, die planungsbasierte Finanzberatung und Investmentmanagement für Einzelpersonen, Familien, Profi-Sportler und Family Offices anbietet. Das Unternehmen bietet umfassende Dienstleistungen – darunter Ruhestandsplanung, Nachlassplanung, Steuerplanung, Investment- und Portfoliomanagement, finanzielle Scheidungsplanung, Geschäftsplanung und Dienstleistungen für Family Offices – durch ein landesweites Team von CFPs, Steuer- und Nachlassprofis sowie Portfoliomanagern an, die über 40,5 Milliarden Dollar an Vermögenswerten in mehr als 50 Büros verwalten. EP legt Wert auf persönliche, objektive Beratung und kontinuierliche Überwachung der Pläne, um den Kunden zu helfen, langfristige finanzielle Ziele zu erreichen.

Beschreibung

• Define and execute a multi-year AI & Data platforms strategy and roadmap aligned with EP’s business priorities, operating model, and regulatory obligations. • Establish and run adaptable, effective AI and data governance: standards, patterns, intake/prioritization, exception management, and measurable value tracking. • Partner with Product and Business to translate platform investments into business outcomes. • Own the enterprise data platform operating model: architecture, engineering standards, scalability, reliability, and cost management. • Lead the evolution from “pipelines and reporting” to data products. • Serve as the primary technology counterpart to Salesforce for agentic + data integration. • Build EP’s “AI platform” capabilities that make AI usable at scale. • Partner with Cyber/InfoSec and Legal/Compliance to implement data protection and AI guardrails. • Establish repeatable operational practices for AI solutions. • Lead and mentor a high-performing AI & data organization.

🎯 Anforderungen

• Bachelor’s degree in Computer Science, Engineering, Mathematics, Data Science, or related field (or equivalent experience). • 10+ years of progressive experience across data platforms, engineering, and/or analytics; with leadership responsibility for enterprise-scale delivery. • Demonstrated experience building and operating cloud data platforms (e.g., Snowflake or equivalent), including data modeling, governance, security, and cost management. • Practical experience enabling enterprise AI tools and building reusable patterns (prompting, retrieval, integrations, evaluation, and adoption). • Strong ability to influence at the executive level and communicate technical tradeoffs clearly in business terms. • Experience in wealth management, RIA/financial services, or similarly regulated industries. • Experience with Salesforce ecosystems (Financial Services Cloud, Data Cloud, Agentforce) and integrating enterprise data into CRM workflows. • Familiarity with modern governance tooling (catalog, lineage, policy, quality) and practical “governance that enables delivery.” • Experience with M&A integration, platform standardization, and modernization in growth environments. • Advanced degree (MS/PhD) in data/AI-related field is a plus.

🏖️ Vorteile

• 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