Chief Investment Officer

Job DescriptionProsperity 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, seeks 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. What It Means to Work for ProsperityFlexibility to manage your days in support of our commitment to work/life balance. A culture that has received multiple top “Places to Work” awards. Great work is achieved when cultures, ideas, and experiences come together to create new solutions. Embracing our differences unites us and strengthens our foundation. Showing up authentically inspires us to do our best work. ResponsibilitiesInvestment 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, conduct stress testing, and manage performance attribution processes.Team Leadership:Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent.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.QualificationsBasic Qualifications:Bachelor’s degree in Finance, Economics, or a 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.Preferred Location: Iselin We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. If you require assistance completing an employment application due to a disability, please contact TalentAcquisition@eisneramper.com so that we can provide you with an accommodation or an alternative application process.#J-18808-Ljbffr