Chief Investment Officer

Chief Investment Officer

Prosperity – An Eisner Amper Company is a leading wealth management firm dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our comprehensive approach addresses key areas of planning critical to financial success:
Investment, Retirement, Estate, Tax, Business, and Insurance.

• Flexibility to manage your days in support of our commitment to work/life balance.
• A culture that has received multiple top “Places to Work” awards.
• A belief that great work is accomplished when cultures, ideas, and experiences come together to create new solutions.
• An embrace of differences that unites the team and strengthens our foundation.
• Authentic presence that inspires professionals and the firm to do our best work.

• 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. Prior integration and project management experience is a plus.
• 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.

• Bachelor’s degree in Finance, Economics, or related field.
• 15+ years of progressive investment management experience, including leadership of investment teams.

• 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:

Minneapolis

Eisner Amper 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.

Should you need any accommodations to complete this application please email: tale

About Eisner Amper:
We are 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 pressing issues today and position them for success tomorrow.