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As a Client Services Associate, you will support the Wealth Management team through administrative tasks, maintain client records, resolve issues, and ensure timely communication with clients and custodians.

The Wealth Management Associate will support Wealth Advisors in servicing high net worth clients, handling administrative tasks, maintaining client relationships, analyzing financial situations, and assisting in financial planning activities.

As a Wealth Advisor, provide comprehensive wealth planning, grow client relationships through business development, and demonstrate strong 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 Technology Solutions Generalist supports Curi Capital's tech strategy by managing projects, optimizing systems, and enhancing data management in a financial services context.

The Senior Analyst will evaluate private market investments, conduct due diligence, prepare reports, and collaborate with team members while supporting client engagements.

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.

The Wealth Management Associate will provide administrative support, maintain client relationships, and assist in financial planning for high net worth clients, demonstrating excellent communication and organizational skills.

Support the Wealth Management team with administrative tasks, manage client documents, and resolve issues, ensuring high client satisfaction.

The Receptionist manages front desk operations by welcoming clients, handling a multi-line phone system, and coordinating office events while supporting overall office operations and maintenance.