Chief Portfolio Implementation & Operations Lead
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Management
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Finance & Banking
Job Description & How to Apply Below
EP Wealth Advisors is seeking a Managing Director, Portfolio Implementation to lead a ~25-person team and own the end-to-end portfolio implementation framework. You will drive account implementation, rebalancing, tax-aware transitions, and governance across client accounts and strategies, partnering with the Head of Investments and cross-functional leaders.
You will shape implementation standards, technology roadmaps, and controls to ensure quality, efficiency, and scalable growth for a growing
We invite applications for the Chief Portfolio Implementation & Operations Lead position located in United States.
The Chief Portfolio Implementation & Operations Lead role at EP Wealth Advisors is now open for applications in United States.
Join us at EP Wealth Advisors as our next Chief Portfolio Implementation & Operations Lead in United States.
We are currently recruiting a Chief Portfolio Implementation & Operations Lead for our team in United States.
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