Now Hiring - Eisner Advisory Group LLC - Relationship Manager in Raleigh, NC

Full description of the position

Wealth Management Raleigh 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 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. What it Means to Work for Prosperity-An 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 Pre-Calls, reviewing past materials, and delivering polished client-facing documents.
• Attend client meetings to provide operational and logistical support and ensure seamless meeting execution.
• Drive post-meeting follow-up 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 check-ins.
• Responsible for driving internal and client-facing projects

Basic Qualifications

• Series 66 license, or Series 63 and 65 licenses (required).CFP designation (preferred).
• 4-10 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 problem-solving skills.
• Experience supporting high-net-worth individuals and families. EisnerAmper 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 About Prosperity Prosperity-An 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 4,500 employees across the world. We combine responsiveness with a long-range 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 start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit 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: [please apply online] LI-JR1 Our full-time positions also offer a competitive benefits package that includes:
• Medical, dental, vision, life, and disability insurance
• 401(k) Retirement Plan
• Flexible Spending & Health Savings Account
• Paid holidays, vacation, and sick time
• Employee assistance program and other firm benefits.