Chief Investment Officer

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

Prosperity- An EisnerAmper Company is seeking a Chief Investment Officer who will be the firm’s strategic investment leader, responsible for shaping long‑term investment direction, driving platform innovation, and ensuring portfolios reflect the firm’s tax‑aware philosophy. The CIO leads and oversees the Investment Committee, sets investment policy, and guides firmwide research, asset allocation, and manager selection. This role partners closely with executive leadership to align investment strategy with organizational goals and growth initiatives while developing and mentoring a high‑performing investment team.

What it Means to Work for Prosperity:  

• You will have the flexibility to manage your days in support of our commitment to work/life balance  

• You will join a culture that has received multiple top “Places to Work” awards  

• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions   

• We understand that embracing our differences is what unites us as a team and strengthens our foundation   

• Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work   

What Work You Will Be Responsible For:

• Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.

• Strategic Investment Direction: Define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.

• Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.

• Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.

• Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes.

• Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent. Prior integration and project management experience a plus.

• Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts.

• Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.

• Cross‑Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.

• Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements.

Basic Qualifications

• Bachelor’s degree in Finance, Economics, or related field.

• 15+ years of progressive investment management experience, including leadership of investment teams.

Preferred/Desired Qualifications

• Demonstrated experience in portfolio construction, manager selection, and risk management.

• Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques.

• Excellent communication skills with experience presenting to senior executives, advisors, and clients.

• Chartered Financial Analyst (CFA) designation.

• Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role.

• Experience managing multi-asset and alternative strategies within an RIA or wealth management environment.

• Familiarity with portfolio management systems, performance attribution tools, and trading platforms.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About EisnerAmper:  

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.   

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.   

Should you need any accommodations to complete this application please email: [email protected]   

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