Managing Director, Head of Portfolio Solutions

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November 19

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EP Wealth Advisors

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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.

201 - 500 employees

💸 Finance

👥 B2C

📋 Description

• Actively contribute as a key member of the firm’s Investment Committee, shaping and refining long-term investment strategies aimed at optimizing portfolio returns and aligning with market opportunities. • Support the Head of Investments in managing the operational infrastructure that drives efficient investment management, ensuring seamless execution of investment strategies and timely portfolio adjustments to optimize performance. • Supervise and manage both client-facing and back-office functions related to the firm’s investment offerings, ensuring alignment with client investment objectives and regulatory compliance. • Partner with technology and operations teams to enhance investment-related platforms, including trading systems, portfolio analysis tools, and performance reporting software, ensuring they meet the evolving needs of the firm’s investment strategy. • Spearhead the integration of advanced technologies and tools to streamline investment operations, improve data analysis capabilities, and enhance scalability and reliability of investment decision-making processes. • Collaborate with senior leaders to set and monitor investment performance goals, KPIs, and metrics that directly support the firm’s broader financial and investment objectives. • Lead initiatives to automate routine investment tasks, reduce operational costs, and drive greater productivity in investment management processes, enhancing overall team efficiency and return on investment (ROI). • Cultivate a collaborative, performance-driven culture focused on achieving superior investment outcomes. • Provide guidance and mentorship to team members, fostering continuous professional development within the investment management team. • Work closely with compliance, marketing, and operations teams to ensure resources are efficiently allocated to support investment activities, and align strategic objectives across the firm. • Communicate the firm’s investment philosophy, strategies, and performance metrics to prospective and current advisors, showcasing the value proposition of the firm’s investment approach. • Participate in meetings with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to discuss investment strategies, portfolio performance, and potential investment opportunities. • Contribute to discussions with prospective M&A partners, evaluating potential strategic alliances that could enhance the firm’s investment offerings and overall portfolio performance. • Support integration of investment processes for new M&A partner firms

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field • Master’s degree is a plus • CFA designation required • At least 15 years of experience in investment related field within financial services or asset management industry, with at least 5 years in a senior leadership role • Proven track record managing teams and optimizing operational processes in support of investment management • Strong understanding of portfolio management systems, trade execution, reconciliation processes, and performance reporting • Excellent problem-solving and analytical skills, with a focus on process improvement and operational efficiency • Intermediate knowledge of Microsoft Excel and PowerPoint • Ability to analyze large datasets and communicate complex financial concepts in a clear and effective manner

🏖️ Benefits

• 11 Paid Holidays + 2 floating holidays • 3 Weeks (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