Relationship Manager
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About The Position
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to individuals, families, and businesses. Our firm adheres to a comprehensive approach helping high net worth clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance. We manage over $3 billion in client assets across eight offices nationally. Prosperity- An EisnerAmper Company is seeking a Relationship Manager who will serve at the advisor’s primary resource for client service, meeting preparation, project management, and internal coordination. This role requires a proactive, highly organized professional who can drive internal and external projects, manage client needs, and foster strong relationships between clients, advisors, and internal teams. This is a hybrid role reporting to the Raleigh, NC office three days a week.
