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A leading company is seeking a Business Development Officer specializing in Physicians and Healthcare. This pivotal role focuses on driving growth by leveraging relationships with healthcare professionals. Candidates should have a strong background in sales, relationship management, and an understanding of investment and financial planning needs specific to the healthcare sector. With a competitive salary and benefits, this position offers an exciting opportunity to contribute to the company's mission of enhancing clients' financial wellness.
Compensation
Base salary $125,000 to $150,000, with escalating bonus opportunities based on individual achievement.
About Us
Curi RMB 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. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi RMB 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.
The Role
As a Business Development Officer - Physicians and Healthcare, you will play a crucial role in driving growth and achieving sales excellence as an important member of our highperformance Wealth team. This role is near-limitless in its upside and is unique to our organization as you will have business and revenue opportunities across all five of our business verticals, including Wealth Management, Wealth Builder, Family Office Services, Asset Management, and Retirement Plan Solutions.
Through our parent company, Curi Insurance, we have 50 years of experience serving the healthcare industry, currently representing over 50,000 professionals and 4,000 practices that include physicians, physician groups, dentists, nurses and administrators. In conjunction with our Wealth business, we have come to understand the unique and varied challenges that healthcare professionals face when serving the common good, growing and operating a successful business enterprise, surviving an ever-increasing litigious environment, while addressing corporate retirement benefits and personal wealth management needs. We are proud to advise our healthcare professional clients from residency to retirement, in a host of high-need areas.
You are a trusted advisor and seasoned professional with a passion for serving healthcare, medicine and the physician space. In your role you will leverage your experience and professional network in this high-need channel with your primary emphasis on developing, identifying and sourcing qualified Wealth and Retirement Plan prospects in the Healthcare sector. You will act as a key talent in facilitating new business referrals into our five business verticals to support revenue and profitability growth. You will have access to a deep bench of financial planning professionals, investment management experts, ERISA specialists, an inhouse marketing team and senior leadership.
Key Responsibilities
Key Result Areas
Key Skills
Key Qualifications and Experience
Five or more years of experience sales and relationship management in the healthcare and/or physician or benefits space.
Bachelor's degree from an accredited college or university.
Proficiency in Microsoft Office; experience with Salesforce preferred.
Existing network or referral sources in the healthcare or medical field is highly desirable.
FINRA Series 65 or 66; or CFP, preferred but not required
Benefits
Curi RMB offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours. If you are a dynamic professional with a passion for business development and a strong background in Wealth and Health, we invite you to apply for the Business Development Officer - Physician and Healthcare role at Curi RMB Capital and be part of our mission to deliver exceptional wealth, retirement and advisory solutions.
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