Managing Director, Head of Portfolio Implementation
EP Wealth Advisors
- Experience
- 10+ yrs
- Location
- United States
- Job type
- Full-time
Required skills
- accounting
- portfolio management
About the role
Bachelor's degree in Finance, Economics, Accounting or related field; CFA strongly preferred; 10+ years in portfolio implementation, portfolio management, trading, or investment operations; experience leading teams and using technology for process improvement.
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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