Curi Capital Jobs in United States

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Raleigh, North Carolina office. · Establish and maintain effective relationships and provide client service ...

About Us · Curi Capital is a rapidly growing investment advisory firm with $14 billion in assets under management. · The Role · A Fixed Income Portfolio and Client Administrator will join our team to support portfolio managers, ensure operational excellence, · and serve as a trus ...

Wealth Management Associate job opening at Curi Capital. · Curi Capital is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. · We are committed to building meaningful relationships and making a diffe ...

As a Technology Solutions Generalist at Curi Capital you will be key contributor to the firm's technology strategy and operations. Reporting to the Manager of Technology Solutions you'll manage projects and execute tasks that support the firm's technical infrastructure and busine ...

Wealth Management Associate · This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600 . Team members are expected to come into the office three days a week. · We are looking for an organized and collaborative individual with exc ...

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We are looking for a detail-oriented, creative problem solver who thrives on juggling multiple projects and making things happen. In this role, you'll be the driving force behind marketing initiatives that bring the Curi Capital brand to life for clients, employees, and prospects ...

Marketing Coordinator Job summary We are looking for a detail-oriented Marketing Coordinator who thrives on juggling multiple projects and making things happen. From coordinating client events · and webinars via Zoom to managing our website using WordPress (posting content etc.) ...

About Us Curi Capital founded in 2005 is a rapidly growing national registered investment advisory firm RIA based in Chicago with $14 billion in assets under management We are committed to building meaningful relationships and making a difference in our clients financial wellness ...

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Milwaukee office.In this role, you will be responsible for performing administrative and financial planning ...

We are seeking a Fixed Income Portfolio and Client Administrator to join our Fixed Income team in our Milwaukee office. · This role is ideal for a detail-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client service ...

We are looking for a highly organized, customer focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Raleigh office. · Undergraduate degree or equivalent work experience required. · One or more years of experience in an administrative ...

We are looking for a highly organized, customer-focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Washington DC office. · Prepares and processes custodian and internal Compliance paperwork. · Arranges delivery of paperwork for signa ...

About Us Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. The Role As a Technology Solutions Generalist you will be a ...

We are seeking a Senior Analyst to join our Private Markets team within Investment Management. This role is ideal for an investment professional with a generalist mindset who enjoys evaluating managers and contributing to disciplined capital allocation decisions. · The Role combi ...

+Job summary · Wealth Management Associate role located at our Edina office. · +Establish and maintain effective relationships. · Provide support to Wealth Advisors by gathering data. · ...

+ Offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives · + Financial planning and budgetingFinancial planning and budgeting · Holistic balance sheet a ...

Curi Capital is a rapidly growing national registered investment advisory firm based in Chicago with $14 billion in assets under management. · ...

About Us Curi Capital founded in 2005 is a rapidly growing national registered investment advisory firm RIA based in Chicago with $14 billion in assets under management We are committed to building meaningful relationships and making a difference in our clients financial wellness ...

Wealth Management Associate is responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. · Establish and maintain effective relationships and provide client service that builds ...