EP Wealth Advisors

Managing Director, Head of Portfolio Solutions

EP Wealth Advisors

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Lead

About the role

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
portfolio managementtrade executionreconciliation processesperformance reportingdata analysisprocess improvementoperational efficiencyinvestment strategiesinvestment managementfinancial analysis
Soft skills
leadershipproblem-solvinganalytical skillscommunicationcollaborationmentorshipteam managementperformance-driven culturestrategic thinkingclient relationship management
Certifications
CFABachelor’s degree in FinanceBachelor’s degree in EconomicsBachelor’s degree in AccountingMaster’s degree