Join Us
Epok is a boutique firm by design. We stay small on purpose, and we work with a small number of senior people who share our standards. There are four main ways we collaborate with people outside the core team.
Project-based collaboration
Senior consultants and operators who plug into Epok engagements for specific scopes of work.
Learn moreOur extended brain trust
A trusted group of senior practitioners we pull in when client work calls for a specific lens.
Learn moreA landing pad for leaders in transition
A more bespoke arrangement for executives between roles who want to stay sharp and contribute while figuring out what is next.
Learn moreStrategic and firm-to-firm
Long-term partnerships with complementary firms and platforms, the way we work with Atlas Point.
Learn moreProject-based collaboration
We bring in freelance senior consultants and operators on a project basis to support research, strategy work, executive-ready deliverables, and client follow through.
This is a fit for experienced practitioners (typically 7+ years) in wealth management, asset management, WealthTech, or consulting who want flexible, high-quality work without joining a firm full time.
Active postings are listed below. If you do not see a current fit but want to be considered for future work, send us your CV and a short note.
Best fit
Experienced consultants, fractional operators, former in-house leaders who want flexible engagements.
Our extended brain trust
The Epok Network is a curated group of senior practitioners we trust to bring specific expertise to client engagements. Members are former and current executives, founders, and specialists across wealth management, asset management, and WealthTech.
We do not run an open application. Network members are typically people we have worked with directly or come through trusted introductions.
If you think you would be additive to the network and want to be on our radar, the best path is a short intro note describing where you sit today and the kinds of problems you most enjoy working on.
Best fit
Seasoned practitioners and operators who want to be considered for client work on a case-by-case basis.
A landing pad for leaders in transition
Lilipad is how we describe a more bespoke arrangement for senior leaders in transition. People who have just left a large role, are weighing what is next, and want a place to stay close to interesting work while they decide.
It is not a formal program. It is a way of working together that has emerged with people we trust and respect. The shape of each Lilipad arrangement is different, ranging from a small set of paid engagements to advisory involvement on specific Epok client work.
If this resonates with where you are right now, reach out. Kendra and the team will let you know if and how a Lilipad fit might make sense.
Best fit
Executives in transition who want to stay close to the work while they figure out what is next.
Strategic and firm-to-firm
We partner with a small number of firms and platforms whose work complements ours. The objective is always the same: bring our clients more complete, practical solutions than either party could deliver alone.
Today's most visible example is our partnership with Atlas Point, an advisor and client enablement platform built to personalize and deepen human connections at scale. Together we help wealth firms turn strategy into adopted, measurable organic growth.
If you are a firm, platform, or operating leader whose work might be complementary to Epok's, we are open to a conversation.
Best fit
Firms, platforms, and operating leaders whose offering is complementary to Epok's strategy and advisory work.
Open Postings
Roles we are actively hiring or contracting for. If nothing fits today but you would like to be considered for future work, send us a short intro at hello@epokadvice.com.
Send a short note describing where you sit today and the kind of work you most enjoy. If there is a fit, we will be in touch.
Get in touch