Top Tech Jobs & Startup Jobs

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.

Paid 10-week marketing and communications internship supporting special projects, marketing collateral, copywriting, video and social media content, SEO, digital advertising, events, email campaigns, newsletters, and reporting. The intern will collaborate across departments, navigate marketing and compliance reviews, and present project outcomes to leadership.

Ten-week paid internship for college juniors pursuing finance, trust and wealth management, or business degrees. Interns support client advisory projects and research, observe client meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, strong communication, organization, curiosity, integrity, confidentiality, and proficiency with Microsoft Office.

Summer investment management intern supporting equity and alternatives teams through market, sector, and securities research; portfolio analysis; written reports and presentations; private investment due diligence and underwriting; and participation in investment discussions. The role provides exposure to public and private markets and requires strong analytical, communication, organizational, and financial research skills.

Participate in a 10-week wealth management internship supporting client advisory projects, financial research, planning, portfolio construction, and client and prospect meetings. Interns collaborate with advisors, vendors, and internal teams while gaining exposure to wealth management operations and presenting their summer experience to leadership.

Paid 10-week wealth management internship for college juniors. Interns support client advisory projects and research, observe client and prospect meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, clear communication, organization, curiosity about financial markets, proficiency with Microsoft Office, and strong integrity and confidentiality.

Ten-week paid wealth management internship for college juniors. Interns support client advisory projects and research, attend client and prospect meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, strong communication, organization, curiosity, integrity, and proficiency with Microsoft Office, especially Outlook, Word, and Excel.

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