--- title: 'Systems Engineer, Endpoint & Network Operations ( PST & MST Time Zone) Hybrid at EP Wealth Advisors' canonical: 'https://feeny.ai/job/systems-engineer-endpoint-network-operations-pst-mst-time-zone-hybrid-ep-wealth-rdv2318yqyey' type: 'job' last_seen: '2026-09-07' --- # Systems Engineer, Endpoint & Network Operations ( PST & MST Time Zone) Hybrid at EP Wealth Advisors - **Company:** EP Wealth Advisors - **Location:** Torrance, CA - **Compensation:** $110k–$125k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-08-26 - **Last confirmed live:** 2026-09-07 - **Apply:** https://jobs.lever.co/epwealth/5b7a1b4e-0a8d-4326-8d3e-759a55136423 ## Job description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. We are hiring a Systems Engineer, Endpoint & Network Operations to help build and operate the endpoint, branch infrastructure, and connectivity foundation for a growing, cloud-based wealth management firm. This role serves as the technical platform owner for endpoint engineering and patch management, supports branch network reliability, and acts as an engineering resolver for issues beyond front-line support. The role will help standardize office technology patterns, improve monitoring and automation, support M&A and new-office cutovers, and partner closely with Cloud & Identity, Service Desk, Cybersecurity, and Integration teams to keep EP Wealth's distributed office environment secure, connected, and reliable. Duties and Responsibilities Endpoint Engineering Serve as the technical platform owner for core endpoint platforms, including Microsoft Intune, Windows Autopilot, and enterprise patch management tooling (e.g., Action1, PatchMyPC, or similar) — covering day-to-day configuration, platform health, and administration. The employee-facing service experience remains with the Service Desk; this role owns the underlying platform. Configure and maintain endpoint deployment profiles and provisioning workflows, including application packaging, deployment, and application push/self-service distribution through Microsoft Company Portal. Own the enterprise patch and update strategy across the endpoint fleet, including patch cadence, testing, and rollout. Support endpoint security baselines and compliance policies in partnership with the CISO and the cybersecurity team. Perform engineering-level troubleshooting and remediation for endpoint platform issues (Intune, Autopilot, and patch management) that require configuration, systemic, or vulnerability-level correction — not routine end-user issues, which remain with the Service Desk. Build and maintain endpoint automation (e.g., PowerShell, Intune remediation scripts) to reduce manual effort and recurring issues. Network & Branch Office Support Engineering This role helps build and operate EP Wealth's branch reliability model, including proactive monitoring, technical acceptance standards, recurring issue remediation, vendor escalation, and post-cutover stabilization for new offices, office moves, and acquired partner integrations. Configure and support network infrastructure for branch offices, including routing, switching, wireless, and SD-WAN/firewall platforms. Support the migration of branch office networking, camera, and digital access systems from Meraki and Netgear to Ubiquiti as part of the Office of the Future initiative, as EP Wealth's new branch networking standard. Support adherence to branch network standards and configuration requirements set by engineering leadership. Coordinate the technical work of third-party vendors performing physical rack-and-stack activities and assist with remote configuration. Support carrier and network vendor technical escalation for connectivity issues. Support branch monitoring, telemetry, and the branch uptime/reliability dashboard, and contribute to remediation of recurring connectivity issues. Travel to branch offices (~25%, Regional) to support new-office network builds, on-site remediation, and technical validation, including M&A integration cutovers. Support the network and connectivity workstream for partnership integrations, including access configuration, cutover support, and post-cutover stabilization. Systems Administration Support Microsoft 365, Entra ID, and Azure administration, including Conditional Access, MFA, and PIM configuration, in partnership with the Microsoft Cloud & Identity platform team. Maintain detailed documentation of system and network configurations, procedures, and troubleshooting/runbooks. Support major incidents and emergency outages in accordance with business continuity and disaster recovery plans. Support vendor management for assigned endpoint and network platforms and contracts. Tier 3 Escalation, Reliability & Change Serve as the engineering-level escalation point for endpoint, network, and patch management issues that exceed Service Desk / Tier 1–2 capability — handling escalations that require engineering diagnosis, configuration, remediation, or systemic correction, not general front-line overflow. Perform root-cause analysis and drive down recurring incidents through remediation and automation. Provide technical risk assessment, implementation planning, and rollback planning for changes within scope, in line with EP Wealth's technical change authority model. Support the implementation and operation of technical security controls on endpoint and network platforms, in partnership with the CISO and the cybersecurity team. ## Qualifications This role is classified as hybrid and requires the employee to perform work both remotely and from the designated office location within the applicable market identified in this job posting. Candidates must reside within a reasonable commuting distance of the listed office location. Bachelor's degree in Computer Science, Information Technology, or related field, or equivalent experience (preferred). 5+ years of experience in systems administration, endpoint engineering, or network engineering in a corporate/enterprise environment, with demonstrated Tier 3-level ownership. Experience in multi-site environments, M&A, or distributed branch operations preferred. Endpoint platform experience: hands-on experience administering Microsoft Intune, Windows Autopilot, and enterprise patch management tooling (e.g., Action1, PatchMyPC, or similar), including application push/deployment via Microsoft Company Portal. Identity & Microsoft 365: working knowledge of Microsoft Entra ID (Conditional Access, device compliance, identity lifecycle) and the Microsoft 365 suite. Network engineering: experience with routing, switching, wireless, and firewall/SD-WAN platforms, including supporting multi-site or branch office environments. Ubiquiti experience strongly preferred, as it is EP Wealth's emerging branch office networking standard; Meraki or Netgear experience is also valuable during the transition period. Cameras & digital access: experience with IP camera/video surveillance and digital access control (door entry) systems, ideally within the Ubiquiti ecosystem (e.g., UniFi Protect, UniFi Access) or similar. Experience serving as an engineering-level escalation resource for endpoint, network, or patch management issues (not general front-line ticket overflow). Azure cloud experience (networking, Azure AD/Entra ID). PowerShell scripting or similar automation experience. Experience executing in an ITIL change-management-focused environment. Certifications (preferred, not required) Microsoft Certified: Endpoint Administrator Associate Microsoft Certified: Azure Administrator Associate URSCA (UniFi Routing, Switching & Cybersecurity Admin) or UWA (UniFi Wireless Admin), or CCNA/Cisco Meraki certification ITIL v4 Foundation Additional Qualifications Willingness and ability to travel approximately 25% (Regional), with occasional national travel for team working sessions or company events. Excellent problem-solving, troubleshooting, and written documentation skills. Comfortable operating with significant autonomy as a technical escalation resource across distributed offices. Strong communication skills; able to work cross-functionally with the Service Desk, Cloud & Identity, and Security teams. Team Player — shares wins and successes; fosters open dialogue; acts as if real success is the success of the whole team. Curious — willing to learn and research; learns quickly when facing new problems; enjoys the challenge of unfamiliar tasks. AI-Enabled — explores and leverages approved AI tools (e.g., ChatGPT, Claude) to accelerate scripting, documentation, troubleshooting, and knowledge capture. ## What We Offer We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays 3 Weeks (PTO) Paid Volunteer Time Paid Parental Leave 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 Mentorship Program 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. ## Other roles at EP Wealth Advisors - [Wealth Advisor](https://feeny.ai/job/wealth-advisor-ep-wealth-advisors-berkeley-cphbmvang0rj) — Berkeley, CA - [Client Relationship Associate - Torrance, CA](https://feeny.ai/job/client-relationship-associate-torrance-ca-ep-wealth-advisors-torrance-yt9jkkkjk67m) — Torrance, CA - [Product Manager, Enablement & Adoption - Remote](https://feeny.ai/job/product-manager-enablement-adoption-remote-ep-wealth-advisors-remote-f000z1jrhb62) - [Senior Client Relationship Associate - Westlake Village, CA](https://feeny.ai/job/senior-client-relationship-associate-westlake-village-ca-ep-wealth-advisors-7crgrzaqhw9p) — Westlake Village, CA - [Client Relationship Associate - West Los Angeles, CA [EG]](https://feeny.ai/job/client-relationship-associate-west-los-angeles-ca-eg-ep-wealth-advisors-los-emdznp4c7sq7) — Los Angeles, CA - [Senior Financial Planner - San Diego (Hybrid)](https://feeny.ai/job/senior-financial-planner-san-diego-hybrid-ep-wealth-advisors-san-diego-wt9t4h9p2q3v) — San Diego, CA - [Wealth Consultant - Denver, CO (Hybrid)](https://feeny.ai/job/wealth-consultant-denver-co-hybrid-ep-wealth-advisors-denver-f115whg26ess) — Denver, CO - [Client Relationship Associate - Brighton, MI](https://feeny.ai/job/client-relationship-associate-brighton-mi-ep-wealth-advisors-brighton-n6p51m3e9n3g) — Brighton, MI - [Client Relationship Associate - Menlo Park, CA](https://feeny.ai/job/client-relationship-associate-menlo-park-ca-ep-wealth-advisors-menlo-park-4wq41hpd6b1b) — Menlo Park, CA - [Vice President, Advisor (all locations)](https://feeny.ai/job/vice-president-advisor-all-locations-ep-wealth-advisors-2y8w3etykeya)