Associate Divisional Leader

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.

Summary The Associate Division Lead will serve as operational arm of the Division Leader, managing resources across Regions and managing administration within Regions. Manage Client Relationship Managers and Financial Planning Managers in the Division, with input from Regional Directors and central teams, ensuring that regional needs are met and that teams are appropriately leveraging resources and best practices developed by functional teams.

Act as key communicator and culture carrier for the Division, facilitating a unified business in the Division, galvanized around a shared vision, strategy, and goals. Support the Division Leader (DL) with in-Division Partnership Integration activities, serving as a point of contact for smaller integrations where appropriate.