Product Manager

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November 7

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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

• Partner with stakeholders across Advisory, Service, Operations, Compliance, and Technology to define product requirements and user stories that address the unique needs of EP’s client segments - including UHNW, HNW, and emerging wealth. • Lead discovery efforts - including stakeholder interviews, process and workflow audits, and client and advisor journey mapping - to identify opportunities to optimize service models, automate tasks, and personalize digital interactions across the advisor-client lifecycle. • Translate high-level business and service goals into structured problem statements, business cases, prioritization frameworks, and tactical product backlogs aligned with EP’s broader digital roadmap and strategic objectives. • Manage the end-to-end lifecycle of product initiatives, from defining scope and success metrics through UAT and post-launch iteration - with a strong focus on vendor-based solutions, integrations, and platform orchestration. • Work closely with engineering, enterprise architecture, and data teams to configure, connect, and deploy off-the-shelf tools that support a seamless and scalable EP Digital Platform experience. • Contribute to increment and sprint planning, backlog refinement, QA, and delivery operations as we establish an Agile team, balancing speed of execution with attention to downstream advisor and client impact and benefit realization. • Monitor product usage, adoption, and experience gaps - leveraging analytics and field feedback to prioritize enhancements that improve workflow efficiency and client satisfaction. • Support product launches and platform rollouts through clear enablement plans, including training documentation, advisor communications, and cross-functional go-to-market coordination. • Serve as a connector between Product, Technology, and Business teams, ensuring clarity of scope, impact, and execution expectations at every stage. • Participate in platform evaluations, vendor selection, and integration design efforts, helping EP make strategic “buy over build” decisions that balance speed, flexibility, and cost-efficiency.

🎯 Requirements

• 5 – 7 years of experience in digital product roles with knowledge of wealth management or fintech industries preferred • Bachelor’s degree required; master's degree in technology, Business, or related field preferred • Basic knowledge of how product strategy, design thinking, agile methodologies, and cross-functional stakeholder management contribute to a strong and valuable digital product • Outstanding written and verbal communication, with ability to tailor to different audiences • Highly adaptable and flexible • Excellent time management and organizational skills • Detail oriented, highly motivated and self-directed • Business minded and analytical, with ability to align features with defined KPIs and measure progress • Strong situational awareness, demonstrating a high degree of professionalism and maturity • Curious, disciplined and focused -- eager to learn about the industry, the product, and seek opportunities to streamline, improve, and address user challenges • Collaborates with and influences others, resolving conflict, and driving decisions • Excellent critical thinking through qualitative research and quantitative analysis

🏖️ 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