EP Wealth Advisors · 4 hours ago
Associate Director, Project Management Office - Remote
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expEP Wealth Advisors is 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 and driving cross-functional initiatives to ensure alignment with strategic goals.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
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
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
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
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
Qualification
Required
8-12+ years of progressive experience in project/program management, with at least 5 years in a leadership role
Proven success in building and scaling a PMO function from the ground up
Exceptional leadership, executive presence, communication, and stakeholder management skills
Strong organization skills required
Strong understanding of financial services, preferably within the RIA space
Strategic thinker with a bias for execution
Comfortable navigating ambiguity and driving clarity
Collaborative leader with a track record of influencing across matrixed organizations
Passion for operational excellence and business transformation
Expertise in project management methodologies (Agile, Waterfall, Hybrid)
Proficiency in project management tools (e.g., Smartsheet, MS Project, Jira, Monday.com)
Preferred
PMP or other relevant certification preferred
Company
EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$500MKey Investors
Wealth Partners Capital Group
2025-09-30Private Equity
2025-06-01Debt Financing· $500M
2017-07-10Series Unknown
Leadership Team
C
Christopher Toumajian
Chief Financial Officer
Laura Knolle
Vice President
Recent News
Private Banker International
2026-01-07
Investment News
2026-01-06
2025-12-18
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