Job Description
This a Full Remote job, the offer is available from: Anywhere
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 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 seeking a strategic and dynamic Associate Director of Project Management Office (PMO) to lead the enterprise-wide project governance, execution, and delivery function. This role will be instrumental in shaping the organization's project management mission, driving cross-functional initiatives, and ensuring alignment with strategic goals. The ideal candidate will bring deep expertise in project portfolio management, proven leadership in building high-performing teams from the ground up, and a strong understanding of the Registered Investment Advisor (RIA) or broader financial services landscape.
- Responsibilities:
- PMO Leadership & Strategy
- Partner with the Director of Business Management to design, launch, and scale the Enterprise PMO, serving as a hands-on leader and strategic thought partner during a period of organizational growth and transformation.
- Help design and evolve the Enterprise PMO operating model to match organizational maturity and growth
- Define and implement PMO frameworks, methodologies, and best practices.
- Develop and manage the enterprise project portfolio, ensuring alignment with strategic priorities.
- Define success metrics for portfolio health, delivery effectiveness, and business outcomes
- Balance governance with speed, ensuring processes add value without unnecessary bureaucracy
- Team Building & Talent Development
- Build and scale a high-performing PMO team.
- Recruit, mentor, and develop project managers and program leads.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Governance & Execution
- Oversee project planning, execution, tracking, and reporting across departments.
- Implement governance structures to ensure project compliance, risk mitigation, and resource optimization.
- Drive adoption of project management tools and technologies.
- Lead enterprise demand intake, evaluation, and prioritization processes
- Facilitate capacity planning and trade-off discussions across competing initiatives
- Provide portfolio-level insights to support executive decision-making
- Stakeholder Engagement
- Partner with executive leadership to prioritize initiatives and allocate resources.
- Serve as a trusted advisor to business units, translating strategic goals into actionable project plans.
- Communicate project status, risks, and outcomes to stakeholders at all levels.
- Ensure regulatory and compliance considerations are embedded in project planning and execution.
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