Executive Operations Manager (Hybrid) en EP Wealth Advisors, LLC

Description

EP Wealth Advisors (EPWA) is a rapidly‑growing fee‑only registered investment advisory firm with over $40.5 billion in AUM, serving clients across a wide spectrum of net worth and financial objectives. We are committed to fostering an inclusive, growth‑focused environment where associates learn, advance, and meaningfully contribute. As we scale, we’re investing in data, technology, leadership talent and operational discipline—while preserving our boutique, client‑centric ethos.

ROLE SUMMARY

We’re seeking a highly organized, tech savvy Executive Operations Manager to support our executive leadership team. This role blends elite executive support with operational enablement. You will manage the CEO time, meeting cadence, strategic communication and follow through, while also owning frameworks, dashboards, workflows and process improvements that drive alignment and execution across the leadership team. While the Head of Business Management leads firm wide operational discipline, you will ensure the CEO and executive team are enabled, aligned, and executing with clarity.

KEY RESPONSIBILITIES

Executive Support and Strategic Coordination

• Manage complex calendaring, prioritization and trade offs for the CEO (and Co-Founders as needed), across time zones and business functions.
• In collaboration with the Director of Business Management prepare and maintain comprehensive “brief books” (agendas, pre reads, decision asks, logistics) for key leadership forums.
• Design, produce and deliver the Weekly Brief for the CEO upcoming schedule, decisions due, topics to monitor.
• Coordinate executive travel, onsite logistics, expense administration and ad-hoc leadership requests.

Meeting Production and Follow Through

• Facilitate high impact leadership meetings end-to-end: scheduling, invites, rooms/Zoom links, material distribution, recordings.
• Capture action items with owners and deadlines: partner with the Director of Business Management to issue Action Memos, monitor progress and ensure closure.
• Maintain and sanitize key invite/contact lists (Board, partners, major clients, executive sponsors) ensuring stakeholder alignment and access integrity.

Communications and Analytics Enablement

• Draft and publish the monthly “We Said / We Did” summary and a one page scorecard highlight, leveraging data and content gathered by the business management team; final sign off by the CEO.
• Translate data-enabled materials (dashboards, metrics etc) into concise, executive ready narratives.
• Continuously identify opportunities to improve efficiency through automation, AI assisted drafting (ChatGPT, Copilot), digital workflows and tools.

Cross Functional Project & Cadence Management

• Serve as the coordination point between the CEO, Board members, direct reports (CFO, COO, CLO, CPTO, CPO, MD-M&A Partnerships) and Business Management Project Management teams (under COO/CPTO) to ensure smooth, aligned communication and execution of strategic initiatives.
• Track key priorities, goals and performance metrics, escalate issues and risks as appropriate.
• Use tools such as Salesforce, Tableau, Microsoft Teams, SharePoint, Monday.com, ChatGPT and Copilot to streamline workflows and ensure visibility, accountability and transparency.

Regional and Site Visit Coordination

• Design and execute "field days" and site visits for the CEO (and Co-Founders/Leadership Team as needed) in concert with Divisional leadership: define objectives, manage attendees, agenda, logistics and capture follow up actions into the business management engine.
• Ensure the outcomes of visits are captured, translated into actionable items and tracked to completion.

Information Stewardship and Emerging Tech Champion

• Handle confidential materials (Board packets, private equity sponsor briefings, M&A documentation, executive strategy documents) with the highest discretion.
• Maintain secure, version controlled document repositories, ensuring folders are current and access is appropriate.
• Demonstrate curiosity and facility with generative AI tools, productivity automations and emerging workflows-- applying them to executive materials, meeting summarization and process automation.

LOCATION: Hybrid based in Salt Lake City, UT

#LI-Hybrid 

Qualifications

• 7+ years supporting C suite executives in fast moving, high complexity, multi stakeholder environments.
• Track record of mastering complex calendaring, executive travel logistics, meeting production and board level material preparation.
• Exceptional written and verbal communication skills--able to convert dashboards, analytics and operational reporting into executive narratives.
• Comfortable working with data enabled materials (KPIs, dashboards) and using or learning productivity tools and AI-enabled workflows.
• Preferred: Experience in financial services, consulting, wealth/advisory firms or a rapidly scaling operational environment.

Tools & Technology

• Microsoft 365 (Outlook/Calendar, Word, PowerPoint, Excel, Teams), Zoom.
• Collaboration/project tools,  SharePoint, OneDrive, Asana/Smartsheet or similar.
• CRM/Record keeping system experience (Salesforce) is a plus.
• Experience or willingness to adopt generative AI tools (ChatGPT, Microsoft Copilot) and automation platforms.

How You Work

• High judgement & discretion. You handle sensitive issues and executive level materials with integrity and care.
• Planner + finisher You anticipate needs, sequence tasks, close loops and drive to completion.
• Service mindset Calm under pressure, bias for action, focused on enabling leadership’s success.
• Plainspoken and efficient You communicate clearly and simply--busy executives move faster, not slower.
• Tech forward and improvement oriented You embrace productive tools, identify automation opportunities, and push for operational efficiency enhancement.

Travel: Occasional (field visits, off-sites, Board meetings).