RMB Capital Jobs in United States

Wealth Advisor · 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' fina ...

Job Overview · Curi Capital seeks a highly organized and customer-focused Client Service Administrator/Office Coordinator to support its Wealth Management and Wealth Builder teams in Raleigh. · Execute administrative responsibilities such as preparing custodian paperwork and main ...

Job Description · This is a hybrid role located in our Denver office, where team members are expected to come into the office three days a week. · Wealth management involves working with clients to understand their financial goals and develop strategies to achieve them. · Establi ...

Title · Technology Solutions Generalist · Location · Chicago, Illinois · Hybrid three days a week at our downtown Chicago office: 1 N. Wacker Drive, Suite 3500 · About Us · Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) base ...

Job Description · The Role: · We are seeking a passionate self-driven individual to join our Client Advisory Team as a Wealth Advisor. · Main Responsibilities: · Clients · -Financial planning · -Budgeting · -Holistic Balance Sheet Advisment (Including cash & Debt) · New Business ...

Title · Marketing and Events Coordinator · Location · Chicago, Illinois · This is a hybrid role located in our HDQ office in Downtown Chicago - One North Wacker Drive, Suite 3500. Team members are expected to come into the office three days a week. · About Us · Curi Capital, foun ...

Title · Client Service Administrator / Office Coordinator (CSA/OC) · Location · Raleigh, North Carolina · 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 ...

Key Responsibilities · Communicate effectively with clients, advisors, team members, broker-dealers, and custodians. · Maintain and update portfolio accounting and analytical software applications. · Monitor trade and settlement processes to ensure accuracy and timely execution. ...

Job Description · Create, monitor and evaluate IT processes. · Partner with teams to automate manual processes and workarounds. · ...

Job Summary · Wealth advisor role at Curi Capital involves comprehensive wealth planning advice to established clients while growing new client relationships. · Responsibilities: · Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well- ...

Job Description · The Wealth Management Associate plays a crucial role in servicing high net worth clients while working in a team environment. · Maintain effective relationships with clients through excellent communication skills. · Analyze financial status of clients and prospe ...

Job Summary · This role involves coordinating marketing initiatives that bring Curi Capital's brand to life for clients, employees, and prospects. · Coordinate events and webinars using tools like Zoom or event platforms such as Cvent. · Manage website updates via WordPress. · Cr ...

Job Description · The Client Service Administrator / Office Coordinator (CSA/OC) will support the Wealth Management and Wealth Builder teams by executing administrative responsibilities. · ...