Associate Director, Executive Operations

Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $32.6 billion as of March 31, 2025, 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. We are entrepreneurial, collaborative, and deeply client-focused. Our people are the key to our success—and we invest in building an inclusive culture where talent thrives.

EPWA is looking for a systems thinker and execution driver to join our Salt Lake City office as Associate Director, Executive Operations. This high-impact role partners directly with the CEO and executive leadership team to drive strategic alignment, optimize decision-making, and enhance operational effectiveness across the firm. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Inclusion and Connection.

Salary Range: $130,000 - $160,000 plus annual bonus  (Candidates must be in Salt Lake City to be considered) 

Duties and Responsibilities: 

• Build and maintain frameworks, routines, and communications that clarify priorities, track progress, and align senior leaders across business functions.
• Lead or coordinate cross-functional initiatives that accelerate EP’s growth and operational scale.
• Proactively identify roadblocks and surface recommendations to support effective, enterprise-level problem-solving.
• Serve as a connector between the Executive Committee, Operating Committee, PMO, and key functional leaders.
• Facilitate clear, aligned communication across departments to ensure shared ownership of outcomes.
• Help prioritize limited executive bandwidth by translating ideas into structured actions, meetings, and decisions.
• Help design and maintain scalable systems that enable executive efficiency and transparency.
• Track and synthesize key projects and decisions, ensuring consistent follow-through and outcome orientation.
• Drive simplification and process improvement by identifying friction points and delivering solutions.

Qualifications

• 6–10+ years in an operations, strategic enablement, Chief of Staff, or similar role in a fast-paced, growth-oriented organization (financial services experience preferred).
• Proven ability to work directly with executive leaders and facilitate cross-functional collaboration.
• Advanced skill with analytical tools (e.g., Excel, Tableau, Power BI), cloud platforms (e.g., Teams, Salesforce), and emerging tech like AI assistants (Co-Pilot, ChatGPT, etc.).
• Outstanding communication skills—able to distill complexity, write clearly, and guide executive-level conversations.
• Strong judgment, ownership mindset, and comfort with ambiguity and evolving priorities.
• PMP certification or similar project/operations credentials a plus.

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 holidays
• 3 Weeks (PTO)
• Paid Parental Leave 
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

#LI-Hybrid

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.