EP Wealth Advisors, LLC

The role is responsible for translating client marketing strategy into structured execution by managing project timelines, agencies, and cross-functional teams. It also involves leading the 'Voice of the Customer' agenda and maintaining performance dashboards to optimize marketing outcomes.

Lead M&A transactions from inception to execution, including deal origination and relationship management with business owners and partners. Evaluate the competitive landscape and prepare financial analyses and investment presentations for executive management.

The Tax Manager is responsible for managing tax services, including federal and state tax preparation, projections, and strategic tax planning for high-net-worth clients. They will also oversee outsourced tax workflows, collaborate with financial advisors, and develop comprehensive personal and business financial plans.

The Senior Portfolio Manager will oversee and manage client investment accounts for ultra-high net worth and family office clients, designing and implementing customized portfolio strategies including asset allocation and trade execution. This role also involves monitoring portfolio risk exposures, generating performance reports, and ensuring adherence to all regulatory requirements and internal policies.