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The Business Development Associate generates and qualifies prospective client opportunities through outbound calls, emails, research, and follow-up. The role schedules meetings for business development directors, prepares proposals and presentations, maintains accurate CRM and pipeline data, supports reporting and market research, and collaborates on growth initiatives. The associate will develop expertise in wealth management and business development while building relationships with prospects and internal teams.

Prepare federal and state tax returns for high-net-worth individuals, families, trusts, estates, partnerships, S corporations, and related entities. Support tax compliance, planning, research, client communication, engagement workflow, policy development, and business proposals. Collaborate with the Tax Director, Wealth Management, IT, Operations, clients, and external providers while managing multiple deadlines during peak filing periods.

Leads Curi Capital’s enterprise growth strategy, business development, client acquisition, referral partnerships, market expansion, and revenue performance. Builds and scales a national business development organization, establishes growth metrics, develops talent, and partners with marketing, advisory, operations, and executive leadership. Supports strategic planning, budgeting, acquisitions, mergers, recruiting, and partnerships while advising the CEO on growth initiatives. Requires deep wealth management expertise, executive leadership, financial acumen, and approximately 20% to 50% travel.

The Wealth Advisor will provide comprehensive wealth planning advice, manage client relationships, and grow business through referrals and community involvement.

As a Wealth Advisor, you'll provide comprehensive wealth planning advice, grow client relationships, and engage in community development while demonstrating strong knowledge of capital markets and asset allocation.

The Wealth Advisor will provide wealth planning advice, grow client relationships, and ensure comprehensive financial wellness for clients while collaborating on best practices within the team.

Provide administrative and financial planning support to Wealth Advisors for high-net-worth clients. Maintain client relationships, prepare financial planning recommendations, participate in client meetings, research and resolve complex issues, and assist with internal projects while training to become a Wealth Advisor.