---
title: 'Chief Growth Officer at Curi Capital'
canonical: 'https://feeny.ai/job/chief-growth-officer-curi-capital-chicago-s1ekdz8wk7pq'
type: 'job'
last_seen: '2026-10-18'
---

# Chief Growth Officer at Curi Capital

- **Company:** Curi Capital
- **Location:** Chicago, IL
- **Compensation:** $200k–$300k
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-18
- **Apply:** https://job-boards.greenhouse.io/curicapital/jobs/4452005009

## Job description

## About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

## About the Role

Curi Capital is seeking a visionary, entrepreneurial, and results-oriented Chief Growth Officer (CGO) to lead the firm's next phase of growth and expansion. As a member of the Executive Leadership Team, the CGO will be responsible for developing and executing the firm's enterprise growth strategy while building the infrastructure, talent, and processes necessary to scale the business nationally.

The Chief Growth Officer will oversee business development and client acquisition initiatives, while partnering closely with executive leadership, marketing, advisory teams, and strategic partners to identify new opportunities for growth. This role will play a critical part in expanding referral networks, increasing market share, enhancing client acquisition efforts, and driving long-term enterprise value.

## Key Responsibilities

Enterprise Growth Leadership

- Develop and execute the firm's long-term growth strategy in partnership with the Executive Leadership Team.
- Identify opportunities for organic growth through advisor recruiting, referral channels, marketing initiatives, strategic partnerships, and market expansion.
- Evaluate new markets, client segments, and service offerings that support the firm's strategic objectives.
- Monitor industry trends, competitive dynamics, and emerging opportunities to inform strategic decision-making.
- Develop and maintain growth plans that align with the firm's financial objectives and long-term vision.

Revenue Growth & Business Development

- Create and execute the firm's go-to-market strategy for business development and client acquisition.
- Drive revenue growth and profitability objectives across all business development channels.
- Expand and optimize key referral channels, including custodial referral programs, professional centers of influence, strategic alliances, and firm-generated leads.
- Leverage professional and personal networks to generate introductions and business opportunities.
- Establish key performance indicators, reporting frameworks, and accountability measures that drive growth performance.
- Monitor activities, pipeline management, conversion metrics, and revenue outcomes to ensure achievement of growth objectives.

Leadership & Talent Development

- Recruit, onboard, develop, and retain top talent across the business development organization.
- Scale the business development team from its current structure of four professionals to a national team of fifteen or more professionals over the next two to five years.
- Lead and mentor Directors of Business Development and Business Development Associates through coaching, performance management, and professional development initiatives.
- Build a high-performance culture that balances individual results with teamwork, collaboration, accountability, and shared success.
- Align team objectives, incentives, and development plans with organizational growth goals.

Cross-Functional Leadership

- Partner closely with Marketing to develop integrated growth strategies and maximize lead generation efforts.
- Collaborate with advisory, operations, client service, and leadership teams to create seamless prospects to client experience.
- Champion the use of technology, data analytics, and growth platforms to improve sales effectiveness, client engagement, and scalability.
- Drive alignment across departments to ensure resources, priorities, and initiatives support firm-wide growth objectives.

Strategic Planning & Corporate Development

- Serve as a trusted advisor and strategic partner to the CEO on growth-related initiatives, opportunities, and challenges.
- Participate in strategic planning, budgeting, forecasting, and enterprise decision-making processes.
- Support evaluation and execution of potential acquisition, merger, recruiting, and partnership opportunities that align with the firm's strategic goals.
- Assist with integration and realization of growth opportunities resulting from strategic investments or acquisitions.

## Key Skills

- Proven track record of developing and executing enterprise-wide growth strategies that drive revenue, client acquisition, profitability, and market expansion.
- Demonstrated success building, leading, and scaling high-performing business development, sales, marketing, or growth organizations.
- Significant executive leadership experience with responsibility for strategic planning, revenue growth, and organizational performance.
- Deep understanding of the RIA, wealth management, and financial services landscape.
- Experience identifying and executing new market opportunities, referral partnerships, advisor recruiting initiatives, and growth channels.
- Exceptional financial and business acumen, including forecasting, budgeting, revenue planning, and P&L oversight.
- Strong understanding of digital marketing, client acquisition strategies, CRM systems, lead generation tools, analytics platforms, and growth technologies.
- Experience collaborating with executive leadership teams, boards of directors, and key stakeholders to achieve strategic objectives.
- Demonstrated ability to influence and build relationships with clients, referral partners, custodians, industry professionals, and centers of influence.
- Strong communication, negotiation, leadership, and team-building skills.
- Leadership style that reflects and reinforces Curi Capital's values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.

## Key Qualifications

- Bachelor's degree required; MBA or other advanced degree preferred.
- Series 65 required; CFP®, CFA®, or other advanced industry designation preferred.
- 15+ years of progressive leadership experience within wealth management, investment advisory, financial services, asset management, or a related professional services industry.

Travel Requirements

Travel is expected to be approximately 20% initially and may increase to 50% as the business development organization expands and national growth initiatives accelerate.

## Compensation

Compensation is highly competitive and includes a combination of base salary, performance-based incentive compensation, and long-term equity participation. The compensation structure is designed to align with the firm's growth objectives and reward exceptional business results.

Why This Opportunity?

This is a rare opportunity to join the executive leadership team of one of the nation's leading independent wealth management firms and shape its next chapter of growth. As Chief Growth Officer, you will influence firm-wide strategy, build and develop a national growth organization, expand key referral and acquisition channels, and help define the future direction of Curi Capital. Your leadership will directly impact the firm's ability to scale, innovate, and create lasting value for clients, teammates, and stakeholders for years to come. The base salary will be commensurate with an individual's work experience and educational background.

US Pay Range $200,000—$300,000 USD

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

- Accountability: We are driven to act, work with integrity, and deliver results.
- Curiosity: We ask and listen, stay curious, and are eager to learn.
- Teamwork: We build strong relationships, celebrate success, and partner for greater impact.
- Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together

Built On;

- Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

Review our Privacy Policy [here.](https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/)

## About Curi Capital

## Company Overview
- **One-liner**: Curi Capital is a fiduciary wealth management firm that provides financial planning, investment management, and retirement plan solutions to individuals, families, institutions, and employers.
- **Entity Type**: Private (bootstrapped, no external funding rounds publicly disclosed)
- **Headquarters**: Chicago, Illinois, USA (with offices in Denver, CO; Washington, D.C.; Milwaukee, WI; Raleigh, NC; St. Joe, MI; Oakbrook, IL; Lake Forest, IL; Edina, MN)
- **Founded**: 2005 (originally as RMB Capital by Dick Burridge and Fred Paulman)
- **Founders**: Richard M. Burridge (Executive Chairman) and Fred Paulman

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: B2C (individuals, families), B2B (institutions, employers for retirement plans)
- **Mission or purpose statement**: "We believe a financial plan should answer to your life, not the other way around." The firm is built on a conviction to provide independent, thoughtful advice and help clients "build wealth with intention and clarity."

## Products & Services
- **Wealth Management**: Comprehensive financial planning and investment management under one roof, built around client goals and coordinated by a team-based approach.
- **Investment Management**: Proprietary, actively managed in-house investment strategies across public and private markets, including SMID Cap Core, Fixed Income, and Private Markets.
- **Family Office Services**: Sophisticated guidance for families navigating multi-generational wealth, including preservation and transfer planning.
- **Retirement Plan Solutions**: Fiduciary guidance and team-based retirement plan design, management, and ongoing administration for employers.
- **Wealth Builder**: A scaled offering for individuals and families whose planning needs don't require the full depth of traditional wealth management, with advisor support and planning tools designed to evolve across life stages.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private firm)
- **Key Metric**: Estimated assets under administration (AUA) of approximately $20+ billion as of 3/31/2026 (based on firm disclosures); 97% Annual Client Revenue Retention rate (average over prior five years as of 12/31/2025)
- **Notable Investors/Partners**: Not applicable (bootstrapped); key partners include the merger with Curi Capital (2024) which expanded national reach.
- **Growth Signals**: Merged with Curi Capital in January 2024 to become Curi RMB Capital, then rebranded back to Curi Capital in July 2025; ranked among Chicago’s largest wealth management firms by Crain’s; Denver office earned fourth straight "Best Place to Work" recognition; SMID Cap Core Strategy earned PSN Top Guns Recognition for Q4 2025.

## Competitive Advantages
- **Fiduciary standard**: Legally bound to put client interests first, not product profitability.
- **Integrated model**: Financial planning and investment management teams sit together, work together, ensuring nothing falls between the cracks.
- **In-house investment management**: Proprietary, active research and management by the same professionals who work directly with client advisory teams.
- **Independent, employee-owned**: No external shareholder pressure, allowing long-term, client-focused decision-making.
- **National footprint with local presence**: Offices in 10 U.S. cities, combining scale with personalized service.

## Strategic Focus
- **Growth through integration**: Continuing to build on the 2024 merger with Curi Capital to expand national reach and capabilities.
- **Deepening client relationships**: Emphasizing a team-based, coordinated approach to serve clients across life stages and wealth levels.
- **Talent development**: Investing in employee growth through comprehensive Learning & Development programs, mentorship, and career pathing.
- **Culture as differentiator**: Maintaining a strong, values-driven culture (Accountability, Curiosity, Teamwork, Inclusion, Service Commitment) to attract and retain top talent.

## Why Work Here
- **Culture & Values**: The firm is consistently cited by employees as one of the best things about working there. Values include Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment. A formal "Employee Trust" group gathers anonymous feedback annually, and employees consistently give high marks for feeling at home, proud to work there, and cared for.
- **Learning & Development**: Comprehensive program including Curi Capital University classes, lunch and learns, DEI training, professional accreditation support, continuing education, and career pathing.
- **Mentorship Program**: Peer-to-peer mentorship fosters connections, cultural integration, and career development.
- **Work Environment**: Hybrid/office policy varies by role and location (offices in Chicago, Denver, Washington D.C., Milwaukee, Raleigh, and more). The firm emphasizes work-life blend, team-building events, book clubs, happy hours, volunteer opportunities, family picnics, and sports outings.
- **Recognition**: Denver office named "Best Place to Work" for four consecutive years; firm ranked among Chicago's largest wealth management firms by Crain's.
- **Open Roles (as of mid-2026)**: Client Services Associate, Tax Associate, Wealth Advisor, Wealth Management Associate, Senior Analyst - Manager Research, Fixed Income Portfolio and Client Administrator, Application and Data Solutions Generalist.

## Sources
1. [curicapital.com](https://curicapital.com/about-us/)
2. [curicapital.com](https://curicapital.com/careers/)
3. [curicapital.com](https://curicapital.com/our-culture/)
4. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/curicapital)
5. [curicapital.com](https://curicapital.com/)

## Other roles at Curi Capital

- [Senior Tax Associate](https://feeny.ai/job/senior-tax-associate-curi-capital-washington-zq0dqjc9fv82) — Washington, DC
- [Retirement Plan Services Intern](https://feeny.ai/job/retirement-plan-services-intern-curi-capital-raleigh-hg9nxp7m4ez2) — Raleigh, NC
- [Investment Management Intern](https://feeny.ai/job/investment-management-intern-curi-capital-chicago-vzh9vcvfhyak) — Chicago, IL
- [Marketing and Communications Intern](https://feeny.ai/job/marketing-and-communications-intern-curi-capital-chicago-mgjm0dezq5xy) — Chicago, IL
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