Chief Investment Officer
About The Position
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.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- 15+ years of progressive investment management experience, including leadership of investment teams.
Nice To Haves
- 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.
- Prior integration and project management experience a plus.
Responsibilities
- Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld.
- Define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy.
- Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements.
- Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments.
- Establish and monitor risk limits, stress testing, and performance attribution processes.
- Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.
- Present investment strategy and performance to internal advisors and clients; support business development efforts.
- Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education.
- Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives.
- Maintain investment governance standards and ensure adherence to regulatory requirements.
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
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What This Job Offers
Job Type
Full-time
Career Level
Senior
