---
title: 'Product Manager, Enablement & Adoption - Remote at EP Wealth Advisors'
canonical: 'https://feeny.ai/job/product-manager-enablement-adoption-remote-ep-wealth-advisors-remote-f000z1jrhb62'
type: 'job'
last_seen: '2026-09-13'
---

# Product Manager, Enablement & Adoption - Remote at EP Wealth Advisors

- **Company:** EP Wealth Advisors
- **Location:** Remote
- **Compensation:** $120k–$140k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-31
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/epwealth/df9f40a5-e9d2-4a3f-b2f3-24d2257f6d62

## Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with more than $49.1 billion as of June 30, 2026, serving primarily high-net-worth individuals. EPWA fosters an inclusive environment where associates can learn, grow, take on new challenges, and advance their careers. Summary The Product Manager, Enablement & Adoption is an entrepreneurial senior individual contributor who turns new products and capabilities into advisor experiences that are easy to understand, adopt, and use. This field- and market-facing role leads pilots, launches, adoption, and Voice of Customer efforts with financial advisors, financial planners, portfolio managers, and field leaders. It does not manage an engineering backlog or development team. Instead, it partners with Product and Technology on work requiring build, procurement or delivery and leads selected priority initiatives from discovery through iteration. Duties & Responsibilities Lead product activation, including launch readiness, pilots, beta programs, targeted adoption efforts, and sustained use. Translate products into clear advisor value propositions and create the positioning, messaging, use cases, demonstrations, and training needed for adoption. Work directly with financial advisors, financial planners, portfolio managers, and field leaders to assess product performance, identify friction, and understand what drives engagement. Build a structured Voice of Customer pipeline that turns questions, feedback, usage patterns, and unmet needs into actionable themes. Partner with Product, Technology, Operations, Training, and business teams to translate customer insights into product improvements, roadmap priorities, and new concepts. For selected priorities, lead discovery, business case development, cross-functional execution, and iteration, coordinating build or delivery with Product and Technology partners. Define and track success measures across engagement, usage, satisfaction, and business impact, then lead improvements when results fall short. Codify successful activation practices into scalable playbooks for launch planning, champion networks, communications, and enablement.

## Qualifications

5+ years of relevant experience and a record of driving adoption and measurable outcomes for products or programs. Experience in one or more of the following: product marketing, go-to-market, sales or field enablement, customer success, Voice of Customer, product management, consulting, or a startup environment. Strong customer and analytical instincts, with the ability to identify patterns in qualitative and quantitative signals and turn them into action. Sound product and business judgment, including identifying root problems, prioritizing opportunities, testing assumptions quickly, and balancing speed with rigor. Excellent storytelling, writing, and presentation skills, with the ability to make complex products simple and compelling for advisors and senior leaders. High agency, comfort with ambiguity, and the credibility to create structure, build an initial solution, and move work forward across functions without direct authority. Wealth management or fintech experience is preferred; curiosity, versatility, and the ability to learn quickly are equally important.

## What We Offer

We offer benefits that support associates' health, well-being, and financial security. 11 paid holidays and 2 floating holidays 3 weeks of paid time off (PTO) Paid parental leave Paid volunteer time Flexible work schedule Highly subsidized health, dental, and vision plans 401(k) retirement account with company match contributions Free mental health services, life insurance, and long- and short-term disability insurance Flexible spending accounts (FSA) and health savings accounts (HSA) Financial education Educational expense reimbursement Employee charitable donations Employee referral incentives

## Team-building activities

Employee assistance program

## Equal Opportunity Employer

EP Wealth Advisors (EPWA) is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

## About EP Wealth Advisors

## Company Overview
- **One-liner**: EP Wealth Advisors is a fee-only independent wealth management firm providing investment management, financial planning, and tax services to individuals, families, and retirement plans.
- **Entity Type**: Private (institutional investor: Project EPIC Acquisition LLC ("EPIC") holds a principal stake alongside EPWA Inc. in the parent holding company)
- **Headquarters**: Torrance, California, USA
- **Founded**: 2004 (through predecessor firm Premier Financial Management; the firm's SEC-registered advisory lineage dates to 1999)
- **Founders**: Brian Parker, Derek Holman (co-founders of Premier Financial Management), and Stephanie Enright (veteran advisor whose firm merged with Premier to create EP Wealth Advisors)

## Core Business
- **Primary industry**: Financial Services — Wealth Management / Investment Advisory
- **Target customers**: High-net-worth individuals, families, and institutional retirement plans (predominantly B2C, with retirement-plan services for employers)
- **Mission or purpose statement**: "To understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives... your peace of mind." Internally, the firm describes its mission as "enriching the lives of clients and our team members."

## Products & Services
- **Investment Management**: Discretionary and non-discretionary portfolio management, including access to private funds, hedge funds, and alternative investments for qualifying clients.
- **Financial Planning**: Comprehensive, individualized wealth planning delivered through a deep bench of CFPs, estate planners, and tax professionals.
- **Tax Preparation & Services**: Integrated tax services offered alongside investment and planning work.
- **Retirement Plan Advisory Services**: Dedicated advisory offering for employer-sponsored retirement plans (approximately $617M in client assets as of Feb 2025).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Assets Under Management — $44.1B (as of 3/31/26 per LinkedIn); $42.2B (per the firm's advisor recruiting page); $35.57B (per SEC Form ADV, Feb 29, 2025). The figures reflect a consistent growth trajectory rather than conflicting reports.
- **Notable Investors/Partners**: Project EPIC Acquisition LLC ("EPIC") — principal investor in EP Wealth Advisors Holdings, LLC; EPWA Inc. — co-investor/owner.
- **Growth Signals**: 600+ employees; 60+ offices coast-to-coast; named a USA Today Top Workplace for 2025 (first time, based on employee surveys); continued national expansion and advisor recruiting.

## Competitive Advantages
- **Independent fiduciary model**: Fee-only structure with no commissions — the model co-founders built specifically to fix what they saw as misaligned incentives at "big brand firms."
- **Institutional-grade capabilities at private-client scale**: Clients receive extensive planning and investment services "typically reserved for families of extreme wealth."
- **Integrated platform**: Dedicated Financial Planning, Client Service, Portfolio Management, and Operations teams allow advisors to focus on clients rather than administrative work.
- **Deep expertise bench**: In-house CFPs, estate planning professionals, tax professionals, and portfolio managers supporting advisors and clients.
- **Relationship-driven culture**: Co-founders have been friends since grade school, and the firm's values emphasize long-term client relationships over transactions.

## Strategic Focus
- **National expansion**: Building a true coast-to-coast presence through new offices and advisor acquisitions.
- **Advisor growth & recruiting**: Actively recruiting planners, junior advisors, and seasoned advisors with books of business, offering industry-leading payouts, lead flow, and partnership paths.
- **Talent pipeline development**: The EP Fellowship Program — a 6-month hands-on experience working side-by-side with EP leaders on client-facing programs — is a key channel for developing future leaders.
- **Continued AUM growth**: Scaling from $35.6B (Feb 2025) to $44.1B (Mar 2026) demonstrates an aggressive growth agenda.

## Why Work Here
- **Recognition**: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback.
- **Work-life integration**: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays.
- **Benefits package**: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching.
- **Culture**: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation.
- **Career development**: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business.
- **Security note for applicants**: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying.
- **Application portal**: Open roles are posted via [jobs.lever.co/epwealth](https://jobs.lever.co/epwealth).

## Sources
1. [linkedin.com](https://linkedin.com/company/ep-wealth-advisors)
2. [epwealth.com](https://www.epwealth.com/careers)
3. [adviserinfo.sec.gov](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972648)
4. [epwealth.com](https://www.epwealth.com/our-story)
5. [epwealth.com](https://www.epwealth.com/financial-advisor-recruiting)
6.

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