Associate Director, Investment Operations
Torrance CAonsitedirector
Posted 3 days ago · via Lever
About this role
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, 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.
The Associate Director, Investment Operations is responsible for leading the firm's Investment Operations team and overseeing the operational functions that support portfolio management, trading, account administration, and investment-related services across the organization. This role provides strategic leadership and operational oversight, ensuring efficient workflows, strong internal controls, data integrity, and consistent service delivery.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Torrance CA. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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