Associate Director, Project Management Office - Remote

EP Wealth Advisors (EPWA) is a wealth management advisory firm serving high net worth individuals. They are seeking a strategic and dynamic Associate Director of Project Management Office (PMO) to lead project governance, execution, and delivery while ensuring alignment with strategic goals.

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

Requirements:

• 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)
• PMP or other relevant certification preferred