Relationship Manager
Relationship Manager
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Job Description
Job Description
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 advisors 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.
What it Means to Work for ProsperityAn EisnerAmper Company :
Prosperity is a wholly owned subsidiary of EisnerAmper. You will be a part of a wealth management practice that is connected to one of the largest and fastest growing accounting and advisory firms in the industry
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:
Managing existing client relationships working with advisors and in coordination with ensemble team members. Serves as advisors primary resource for client needs assists in meeting preparation financial planning and analysis.
Triage and manage client requests by coordinating tasks across advisory investment and service teams to ensure timely completion.
Lead meeting preparation by hosting PreCalls reviewing past materials and delivering polished clientfacing documents.
Attend client meetings to provide operational and logistical support and ensure seamless meeting execution.
Drive postmeeting followup by coordinating with internal teams tracking action items and updating the CRM system.
Organize and advance prospective client opportunities by managing team collaboration deadlines and checkins.
Responsible for driving internal and clientfacing projects
Basic Qualifications
Series 66 license or Series 63 and 65 licenses (required).CFP designation (preferred).
410 years of relevant experience in wealth management client services or financial advisory operations.
Preferred/Desired Qualifications:
Strong project management skills and ability to drive tasks to completion.
Exceptional interpersonal communication and organizational skills.
Proficient in CRM systems and Microsoft Office Suite.
Professional polished demeanor with a commitment to client service excellence.
Strong analytical and problemsolving skills.
Experience supporting highnetworth individuals and families.
EisnerAmper is proud to be a meritbased employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal state or local law
About Prosperity
ProsperityAn Eisner Company is a Registered Investment Advisor with over $3 billion in assets under management and 8 locations nationwide. We specialize in holistic wealth management for successful individuals owners of closely held businesses and generational financial planning for their families.
About EisnerAmper:
EisnerAmper is one of the largest accounting tax and business advisory firms with approximately 450 partners and 4500 employees across the world. We combine responsiveness with a longrange 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 startups global public firms and middlemarket companies as well as high net worth individuals family offices notforprofit 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:
#LIJR1
Preferred Location:
Required Experience:
Manager
Employment Type
Full-Time
