Associate Director, Investment Operations

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.

The Associate Director, Investment Operations is responsible for leading the firm's Investment Operations team and overseeing the operational functions that support portfolio management, trading, account administration, and investment-related services across the organization. This role provides strategic leadership and operational oversight, ensuring efficient workflows, strong internal controls, data integrity, and consistent service delivery.

The successful candidate will possess strong analytical, organizational, and leadership skills, with the ability to develop high-performing teams, drive operational improvements, and support the firm's continued growth. This individual will work closely with Portfolio Management, Advisors, Client Service, Trading, Billing, Compliance, Technology, and other stakeholders to resolve complex issues, enhance operational processes, and strengthen the firm's investment-related operational capabilities.

You will join a team of dynamic, collaborative, and client-focused professionals who are committed to delivering EP Wealth's core values of Integrity, Entrepreneurial, Inclusivity, and Connection.