Associate Director, Investment Operations
EP Wealth Advisors
- Salary
- $108k - $120k
- Experience
- 7+ yrs
- Location
- Torrance, California, United States
- Job type
- Full-time
Required skills
- Tamarac
- GeoWealth
- Salesforce
- Schwab Advisor Center
- Fidelity Wealthscape
- Pontera
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
About the role
7+ years progressive investment operations experience; 3-5 years leadership in RIA/asset management; strong knowledge of portfolio management systems; advanced Microsoft Office proficiency; bachelor's degree preferred.
About EP Wealth Advisors
Fee-only wealth advisory firm serving mass-affluent and high-net-worth families through investment, tax, estate, and financial planning.
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