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EP

Associate Director, Project Management Office - Remote

EP Wealth Advisors
UKRemotefull_timeVerifiedPosted 12 Jan 2026
💰 $160,000/yr($130,000/yr$160,000/yr)

About the role

Job Details

Level: ExperiencedPosition Type: Full TimeEducation Level: Not SpecifiedSalary Range: $130,000.00 - $160,000.00 SalaryTravel Percentage: NoneJob Shift: DayJob Category: Business Management

We are 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, driving cross-functional initiatives, and ensuring alignment with strategic goals. The ideal candidate will bring deep expertise in project portfolio management, proven leadership in building high-performing teams from the ground up, and a strong understanding of the Registered Investment Advisor (RIA) or broader financial services landscape.

 Responsibilities:

  • PMO Leadership & Strategy
    • 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
  • Team Building & Talent Development
    • 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.
  • Governance & Execution
    • 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
  • Stakeholder Engagement
    • 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.


•    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.
•    The ideal candidate is a builder, connector, and pragmatic leader / operator who thrives in ambiguity and is motivated by creating structure that enables growth, while flexing where needed to accommodate the maturity of the organization. 

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Company

EP Wealth Advisors

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