Managing Director, Head of Portfolio ImplementationEP Wealth Advisors

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.

Job Summary:

The Managing Director, Portfolio Implementation leads a team of approximately 25 professionals and is responsible for the firm's portfolio implementation operating model: the people, processes, technology, and controls that translate investment strategy into consistent, scalable, and tax-aware client portfolios.

 

This role owns the design and governance of the end-to-end portfolio implementation framework, including account implementation, rebalancing, trading workflows, cash management, tax-aware transitions, implementation standards, and exception management across client accounts and investment strategies. The role is accountable for implementation quality, operational efficiency, risk management, and the continued evolution of the firm's implementation capabilities as EP Wealth grows.

 

The role works closely with the Head of Investments and senior leaders across functions to ensure investment strategies are implemented accurately, efficiently, and in accordance with firm policies and client guidelines, and is responsible for the organizational structure, technology capabilities, controls, and performance management framework required to deliver portfolio implementation at scale.