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
Curi Capital is seeking a visionary, entrepreneurial, and results-oriented Chief Growth Officer (CGO) to lead the firm's next phase of growth and expansion. As a member of the Executive Leadership Team, the CGO will be responsible for developing and executing the firm's enterprise growth strategy while building the infrastructure, talent, and processes necessary to scale the business nationally.
The Chief Growth Officer will oversee business development and client acquisition initiatives, while partnering closely with executive leadership, marketing, advisory teams, and strategic partners to identify new opportunities for growth. This role will play a critical part in expanding referral networks, increasing market share, enhancing client acquisition efforts, and driving long-term enterprise value.
Key Responsibilities
Enterprise Growth Leadership
- Develop and execute the firm's long-term growth strategy in partnership with the Executive Leadership Team.
- Identify opportunities for organic growth through advisor recruiting, referral channels, marketing initiatives, strategic partnerships, and market expansion.
- Evaluate new markets, client segments, and service offerings that support the firm's strategic objectives.
- Monitor industry trends, competitive dynamics, and emerging opportunities to inform strategic decision-making.
- Develop and maintain growth plans that align with the firm's financial objectives and long-term vision.
Revenue Growth & Business Development
- Create and execute the firm's go-to-market strategy for business development and client acquisition.
- Drive revenue growth and profitability objectives across all business development channels.
- Expand and optimize key referral channels, including custodial referral programs, professional centers of influence, strategic alliances, and firm-generated leads.
- Leverage professional and personal networks to generate introductions and business opportunities.
- Establish key performance indicators, reporting frameworks, and accountability measures that drive growth performance.
- Monitor activities, pipeline management, conversion metrics, and revenue outcomes to ensure achievement of growth objectives.
Leadership & Talent Development
- Recruit, onboard, develop, and retain top talent across the business development organization.
- Scale the business development team from its current structure of four professionals to a national team of fifteen or more professionals over the next two to five years.
- Lead and mentor Directors of Business Development and Business Development Associates through coaching, performance management, and professional development initiatives.
- Build a high-performance culture that balances individual results with teamwork, collaboration, accountability, and shared success.
- Align team objectives, incentives, and development plans with organizational growth goals.
Cross-Functional Leadership
- Partner closely with Marketing to develop integrated growth strategies and maximize lead generation efforts.
- Collaborate with advisory, operations, client service, and leadership teams to create seamless prospects to client experience.
- Champion the use of technology, data analytics, and growth platforms to improve sales effectiveness, client engagement, and scalability.
- Drive alignment across departments to ensure resources, priorities, and initiatives support firm-wide growth objectives.
Strategic Planning & Corporate Development
- Serve as a trusted advisor and strategic partner to the CEO on growth-related initiatives, opportunities, and challenges.
- Participate in strategic planning, budgeting, forecasting, and enterprise decision-making processes.
- Support evaluation and execution of potential acquisition, merger, recruiting, and partnership opportunities that align with the firm's strategic goals.
- Assist with integration and realization of growth opportunities resulting from strategic investments or acquisitions.
Key Skills
- Proven track record of developing and executing enterprise-wide growth strategies that drive revenue, client acquisition, profitability, and market expansion.
- Demonstrated success building, leading, and scaling high-performing business development, sales, marketing, or growth organizations.
- Significant executive leadership experience with responsibility for strategic planning, revenue growth, and organizational performance.
- Deep understanding of the RIA, wealth management, and financial services landscape.
- Experience identifying and executing new market opportunities, referral partnerships, advisor recruiting initiatives, and growth channels.
- Exceptional financial and business acumen, including forecasting, budgeting, revenue planning, and P&L oversight.
- Strong understanding of digital marketing, client acquisition strategies, CRM systems, lead generation tools, analytics platforms, and growth technologies.
- Experience collaborating with executive leadership teams, boards of directors, and key stakeholders to achieve strategic objectives.
- Demonstrated ability to influence and build relationships with clients, referral partners, custodians, industry professionals, and centers of influence.
- Strong communication, negotiation, leadership, and team-building skills.
- Leadership style that reflects and reinforces Curi Capital's values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.
Key Qualifications
- Bachelor's degree required; MBA or other advanced degree preferred.
- Series 65 required; CFP®, CFA®, or other advanced industry designation preferred.
- 15+ years of progressive leadership experience within wealth management, investment advisory, financial services, asset management, or a related professional services industry.
Travel Requirements
Travel is expected to be approximately 20% initially and may increase to 50% as the business development organization expands and national growth initiatives accelerate.
Compensation
Compensation is highly competitive and includes a combination of base salary, performance-based incentive compensation, and long-term equity participation. The compensation structure is designed to align with the firm's growth objectives and reward exceptional business results.
Why This Opportunity?
This is a rare opportunity to join the executive leadership team of one of the nation's leading independent wealth management firms and shape its next chapter of growth. As Chief Growth Officer, you will influence firm-wide strategy, build and develop a national growth organization, expand key referral and acquisition channels, and help define the future direction of Curi Capital. Your leadership will directly impact the firm's ability to scale, innovate, and create lasting value for clients, teammates, and stakeholders for years to come.
The base salary will be commensurate with an individual's work experience and educational background.
- 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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Skills Required
- Bachelor's degree
- MBA or other advanced degree
- Series 65
- CFP, CFA, or other advanced industry designation
- 15+ years of progressive leadership experience within wealth management, investment advisory, financial services, asset management, or related professional services
- Experience developing and executing enterprise-wide growth strategies
- Experience building, leading, and scaling business development, sales, marketing, or growth organizations
- Executive leadership experience with strategic planning, revenue growth, and organizational performance responsibility
- Understanding of the RIA, wealth management, and financial services landscape
- Experience with market opportunities, referral partnerships, advisor recruiting, and growth channels
- Financial and business acumen, including forecasting, budgeting, revenue planning, and P&L oversight
- Understanding of digital marketing, client acquisition, CRM systems, lead generation tools, analytics platforms, and growth technologies
- Experience collaborating with executive leadership teams, boards of directors, and key stakeholders
- Strong communication, negotiation, leadership, and team-building skills
What We Do
At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at [email protected]. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 312.993.5800 or email us at [email protected].
