Managing Director, AI & Data Platforms

🕒 June 30

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EP Wealth Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

👥 B2C

Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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