Business Development Associate

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

About the Role

We are looking for a motivated, detail-oriented Business Development Associate to join our national Business Development team and work out of our Chicago office.

This role will play an important part in supporting the firm’s growth by identifying and qualifying prospective clients, creating new opportunities, supporting the Directors of Business Development, and helping maintain the systems and data that support the team’s efforts.

The ideal candidate is comfortable picking up the phone, sending thoughtful outbound emails, and proactively engaging with prospective clients. They are also highly organized, technologically capable, and comfortable working across a variety of software platforms. This is a great opportunity for someone who is energized by creating connections, enjoys working toward goals, and takes pride in accuracy, organization, and follow-through.

Hybrid Work

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. 

Key Responsibilities

• Conduct outbound calls and emails to identify and engage prospective clients
• Research and qualify prospective clients to determine fit and potential opportunities for the firm
• Proactively schedule introductory meetings for the Directors of Business Development
• Support the Directors of Business Development with prospect follow-up and ongoing communication
• Assist in preparing customized prospect proposals, presentations, and meeting materials
• Gather, organize, and maintain information needed to build accurate and compelling proposals
• Maintain accurate prospect activity, contact information, notes, and follow-up within the firm’s CRM
• Help ensure CRM data is accurate, complete, and up to date
• Assist with data entry, reporting, and tracking related to the business development pipeline
• Work comfortably across a variety of software programs and platforms used by the Business Development team
• Help identify opportunities to improve organization, processes, and data management
• Participate in prospect meetings and gain exposure to the full business development process
• Assist with prospect and market research and other national business development initiatives
• Collaborate with Directors of Business Development and colleagues across the firm to support growth initiatives

What We’re Looking For

• Highly motivated and driven with a desire to build a career in wealth management and business development
• Comfortable making outbound calls and initiating conversations with prospective clients
• Confident asking for meetings and persistent in following up with prospects
• Strong written and verbal communication skills
• Extremely detail-oriented with excellent organizational and follow-through skills
• Technologically savvy and comfortable learning and working within a variety of software programs
• Strong proficiency with Microsoft Office; experience with CRM, prospecting, or database management tools is a plus
• Able to manage multiple priorities and deadlines in a fast-paced environment
• Personable and comfortable communicating with professionals and high-net-worth individuals
• Self-starter who takes initiative and is not afraid to pick up the phone and create an opportunity
• Collaborative team player who enjoys supporting others and contributing to a shared goal
• Prior experience in financial services, wealth management, sales, business development, or a related field is preferred but not required

Key Qualifications

• Bachelor’s degree required
• One to three years of experience working with a business development or sales team at a financial services firm required
• Series 65 license preferred

What Success Looks Like

Success in this role means consistently creating qualified opportunities for the Directors of Business Development, maintaining clean and accurate prospect data, and becoming a trusted partner to the national Business Development team.

Over time, the Associate will develop a strong understanding of the firm, its clients, and its value proposition while gaining hands-on experience across prospecting, relationship development, proposal creation, CRM management, and the broader business development process.

The base salary will be commensurate with an individual's work experience and educational background.

Our Vision: To be the trusted partner in medicine, business, and life. 

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve. 

Our Values:

• Accountability: We are driven to act, work with integrity, and deliver results. 
• Curiosity: We ask and listen, stay curious, and are eager to learn. 
• Teamwork: We build strong relationships, celebrate success, and partner for greater impact. 
• Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On; 

• Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. 

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

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