EP Wealth Advisors, LLC
Remote Jobs
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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.
5 Jobs
Senior Operations Integration Associate, Portfolio Data
EP Wealth Advisors, LLCEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 Senior Operations Integration Associate, Portfolio Data is a key contributor to the successful onboarding of new partner firms onto the EP Wealth platform, with a dedicated focus on portfolio accounting systems. This role leads and supports the transition of partner firm port...
Data & Analytics Associate
EP Wealth Advisors, LLCEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform...
Data & Analytics Associate
EP Wealth Advisors, LLCEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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, Data & Analytics provides essential support to the business management team by assisting with day-to-day operations and through the development of data insights reporting. You will develop a deep understanding of the related data sources and leverage them to inform...
Retirement Plan Coordinator
EP Wealth Advisors, LLCEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 Retirement Plan Coordinator will assist with providing high-quality service to our clients and support the annual administration of the plans. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, co...
Technical Integration Manager
EP Wealth Advisors, LLCEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, 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 Technical Integration Manager is responsible for owning EP Wealth’s technology integration processes for mergers, acquisitions, and strategic partnerships. This role leads the technology workstream end-to-end—overseeing IT due diligence, Day 1 readiness, and post-close techno...
