---
title: 'Managing Director of People at Curi Capital'
canonical: 'https://feeny.ai/job/managing-director-of-people-curi-capital-chicago-6z9hs6q4zc1w'
type: 'job'
last_seen: '2026-09-13'
---

# Managing Director of People at Curi Capital

- **Company:** Curi Capital
- **Location:** Chicago, IL
- **Compensation:** $180k–$220k
- **Posted:** 2026-06-10
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/curicapital/jobs/4281743009

## 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.

Managing Director of People

Location: Chicago, Illinois

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week.

Build and Scale Our People Function

We’re seeking a strategic, hands-on Managing Director of People to lead and elevate our people function at a pivotal stage of growth. Reporting to the Chief Strategy Officer, this role serves as a trusted advisor to the Executive Leadership Team, driving enterprise-wide talent and organizational effectiveness strategies that enable business growth, strengthen leadership capability, support succession readiness, and ensure long-term workforce sustainability.

This is a high-impact leadership role that blends strategic vision with operational execution. You’ll lead key People initiatives while also enhancing and scaling core processes, strengthening team capabilities, and delivering practical, business-aligned solutions. Success in this role requires the ability to think broadly, act decisively, and partner closely with leadership to translate strategy into meaningful outcomes for the organization and its people.

## What You’ll Do

Strategic People Leadership

- Serve as a trusted advisor to the Executive Leadership Team and department heads on all people-related matters
- Design and execute a multi-year People roadmap aligned to the firm’s growth strategy and culture
- Translate business objectives into workforce planning, organizational design, and talent priorities
- Advise on organizational structure as the firm scales headcount, expands locations, and pursues acquisitions

Performance Management & Development

- Build and continuously improve performance management processes, including goal-setting and feedback frameworks
- Partner with managers to develop high-potential employees and address performance challenges effectively
- Design and deliver learning and development programs, including leadership development and manager training
- Create clear career pathing frameworks that enhance retention and motivate advancement

Employee Relations & Culture

- Champion a culture grounded in our core values: Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment
- Lead employee engagement initiatives and translate insights into actionable plans
- Serve as a fair and proactive resource for employee relations, investigations, and conflict resolution

Talent Acquisition & Workforce Planning

- Oversee full-cycle recruitment across all levels, with a focus on advisor and operations talent
- Design and implement succession planning strategies for key roles across the firm

## Compensation & Rewards

- Develop and administer competitive compensation structures and annual review processes
- Conduct market benchmarking using industry data (e.g., Schwab, Fidelity, InvestmentNews)
- Ensure pay equity, transparency, and scalability as the organization grows

People Operations, Compliance & Technology

- Ensure compliance with federal and state employment laws (FLSA, FMLA, ADA, ERISA, etc.)
- Oversee People analytics, reporting, policies, and procedures
- Manage People budget and external vendor relationships
- Lead and develop People team members to deliver high-quality, service-oriented support

Strategic Partnership

- Serve as liaison with Curi’s shared services partners for benefits strategy, payroll administration, and HRIS optimization

## What You Bring

Required

- 10+ years of progressive People experience, including 3+ years in a senior leadership role
- Experience working as a People Leader at a registered investment advisor (RIA), wealth management firm, broker-dealer, or asset management firm.
- Deep expertise across talent acquisition, compensation, employee relations, learning and development, and compliance
- Proven success building and scaling People programs in a high-growth, mid-size organization
- Demonstrated ability to influence senior leaders and navigate complex organizational dynamics
- Exceptional communication skills with the ability to build trust across all levels
- Strong business acumen and ability to align People strategy with organizational goals
- Excellent project management and problem-solving abilities with the sense of urgency to move swiftly
- High level of professionalism, discretion, and sound judgment

## Preferred

- Familiarity with the RIA regulatory environment and related People considerations
- SHRM-SCP, SPHR, or equivalent certification
- Experience supporting organizations with 80–300 employees
- Exposure to M&A integrations, multi-state employment, and office expansion

## Why Join Us

- Play a key role in influencing leadership and shaping the People strategy
- Lead and evolve a growing People function with meaningful impact
- Work in a collaborative, values-driven culture
- Help build a scalable foundation for long-term organizational success

## Compensation

Competitive base salary range of $180,000 - $220,000 plus annual bonus potential, the opportunity for equity participation, 401(K) with employer match, comprehensive benefits, flexible paid time off and paid holidays.

The base salary will be commensurate with an individual's work experience and educational background.

US Pay Range $180,000—$220,000 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/)

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