Associate Divisional Leader

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. Summary The Associate Division Lead will serve as operational arm of the Division Leader, managing resources across Regions and managing administration within Regions. Manage Client Relationship Managers and Financial Planning Managers in the Division, with input from Regional Directors and central teams, ensuring that regional needs are met and that teams are appropriately leveraging resources and best practices developed by functional teams. Act as key communicator and culture carrier for the Division, facilitating a unified business in the Division, galvanized around a shared vision, strategy, and goals. Support the Division Leader (DL) with in-Division Partnership Integration activities, serving as a point of contact for smaller integrations where appropriate. Duties And Responsibilities Strategy & Planning: Work with the Division Leader to develop strategy & business plan; support & monitor execution.Operations & Administrative: Support DLs with hiring and resource allocation, team management, and day-to-day operations, including expense management, event coordination & management; resolve day-to-day escalationsPeople Management: Manage Planning and Client Services teams, including PTO approvals, conflict resolution, performance management, hiring/recruitment; Support RD’s in managing Advisor teams including coordinating new advisor onboarding.Risk & Compliance: Ensure Divisional adherence to global policies; Represent Division on internal working groups as needed.Partnership Integration: Act as a local point of contact for Partnership Integration activities; support local teams through the Integration process. Qualifications Proven ability in team and people management, with a focus on coaching and developing talent.Skilled in project management and highly organized in administrative and operational execution.Strong stakeholder management skills, with the ability to collaborate and communicate effectively across all levels of the organization.Demonstrate executive communication, leadership acumen.Experienced working cross-functionally across departments to drive alignment and outcomes.Adept at influencing others to gain buy-in and support.Background in sales management with a focus on performance and relationship building. $145,000 - $220,000 a year What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 Floating HolidaysPaid Parental Leave Paid Volunteer TimeFlexible Work ScheduleHighly subsidized Health, Dental, and Vision Plans401k Retirement Account with company match contributionsFree Mental Health services, Life Insurance, Long & Short-Term Disability InsuranceFlexible Spending Accounts and Health Savings AccountsEmployee Financial EducationEmployee Educational Expense ReimbursementEmployee Charitable DonationsEmployee Referral IncentivesEmployee Team Building ActivitiesEmployee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .