EP Wealth Advisors · 2 hours ago
Technical Integration Manager - Remote
United States
Full-time
Remote
Senior Level, Lead/Staff
8+ years expEP Wealth Advisors is seeking a Technical Integration Manager to oversee their technology integration processes for mergers, acquisitions, and strategic partnerships. This role will lead the technology workstream end-to-end, ensuring secure and efficient execution of technology integrations in alignment with the company's governance standards and advisor-first experience.
Asset ManagementBankingFinancial ServicesLendingProperty ManagementReal EstateSecurity
Responsibilities
Lead the technology integration workstream for multiple concurrent transactions, from diligence through post-close execution
Act as the senior technology point of contact for transaction-related activities, advising teams on complexity, cost, and timing
Translate technical findings into clear, executive-ready insights to support integration decisions
Lead and facilitate cross-functional integration work sessions with internal teams, external partners, and vendors to ensure alignment, share key project information, and communicate progress against milestones and deliverables
Collaborate on improvements to scale team capabilities, tools, and processes to support EP Wealth’s continued growth through partnerships
Lead IT due diligence activities, including system reviews, documentation requests, and SME engagement
Collaborates on assessments of acquired firms’ technology environments, cybersecurity posture, data architecture, and vendor landscape
Manages Day 1 technology readiness planning, including access provisioning, data considerations, vendor coordination, and platform transitions
Oversee post-close integration activities such as system migrations, data transfers, application rationalization, and legacy system and technology services decommissioning
Provide regular status updates, risk assessments, and integration progress reporting to senior leadership
Build strong relationships with acquired firms and internal stakeholders to ensure a smooth partnership transition
Own and evolve EP Wealth’s M&A technology integration playbooks, templates, and best practices
Drive standardization, automation, and continuous improvement across integration efforts
Qualification
Required
8+ years of experience leading technology projects, integrations, or complex cross-functional initiatives
Proven experience leading teams in an M&A, integration, consulting, or transformation environment
Direct experience supporting technology due diligence and post-close integration for acquisitions or partnerships
Strong understanding of IT environments, including applications, infrastructure, data migration, cybersecurity, and vendor management
Ability to assess integration risk, scalability, and operational impact in a deal context
Strong executive presence with the ability to communicate complex topics clearly and confidently
High level of professionalism, discretion, and judgment when handling confidential and transaction-sensitive information
Bachelor's degree required
Preferred
Background in wealth management, financial services, fintech, or other regulated environments preferred
PMP, Agile, or technology certifications a plus
Benefits
11 Paid Holidays + 2 floating holidays
3 Weeks (PTO)
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
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
Company data provided by crunchbase