Business Development Officer - Wealth Management

Curi RMB Capital; Oakbrook Terrace (IL); Hybrid; USD 125,000 - 150,000; Full time

Job summary

Curi RMB Capital seeks a Business Development Officer for Wealth Management to drive growth and achieve sales excellence. This key role involves conducting client meetings, generating leads, and leveraging community relationships to foster new business opportunities. Ideal candidates have strong backgrounds in wealth management and sales.

Benefits

Comprehensive health benefits (medical, dental, vision, life insurance)

Education assistance

401(k) with employer match

Flexible time off

Paid holidays and summer hours

Qualifications

• More than five years of experience in financial industry sales.
• Proven success in selling to new and existing clients.
• Experience working with individuals at all organizational levels.

Responsibilities

• Conduct branch and prospective client meetings to support revenue growth.
• Generate new business opportunities through prospecting and lead generation.
• Communicate value propositions to representatives from referral programs.

Skills

Communication

Negotiation

Sales Cycle Knowledge

Client Relationship Management

Presentation Skills

Problem Solving

Education

Undergraduate degree from an accredited college or university

Tools

SalesForce

Job description

Business Development Officer - Wealth Management

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Business Development Officer - Wealth Management

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Join to apply for the Business Development Officer - Wealth Management role at Curi RMB Capital

This range is provided by Curi RMB Capital. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

Title

Business Development Officer - Wealth Management

Location

Hybrid in one of our nine office locations across the nation.

Chicago, Illinois, Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; Washington D.C.; or Jackson Hole, Wyoming.

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 $13 billion in assets under management. We are seeking an experienced Business Development Officer for our Client Services team reporting to the Director of Business Development.

At Curi RMB Capital, we are committed to building meaningful relationships and making a difference in our client’s financial wellness. We regularly appreciate our teammates who demonstrate our values and we are committed to each other’s personal, professional, and financial growth. We host monthly themed events to allow our colleagues to build relationships with one another beyond the workday interactions.

About

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Accountability
• Curiosity
• Teamwork
• Inclusion
• Service Commitment
  
  

Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, wealth builder, family office services, asset management, and retirement plan solutions. Our headquarters are in Chicago, Illinois with additional offices in Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; Washington D.C.; and Jackson Hole, Wyoming.

The Role

As a Business Development Officer at Curi RMB Capital, you will play a crucial role in driving growth and achieving sales excellence as a key member of our high-performance Wealth Management team. This position offers nearly limitless opportunities within an expansive territory, enabling you to collaborate directly with referral partners, prospective clients, and senior wealth advisors in the assigned region.

Your main focus will be conducting branch and prospective client meetings to support revenue and profitability growth. You will accomplish this by generating client leads through Curi RMB Capital’s involvement in referral partner programs.

Ideal candidates will have backgrounds in wealth management, advisory services, brokerage, wholesaling, or Fintech sales. The successful Business Development Officer will demonstrate high energy, coachability, and a strong emphasis on business development. They will also exhibit thoughtful listening skills, a collaborative team mentality, and a deep commitment to both personal and professional growth.

Key Result Areas

• Support market growth and achievement of revenue and profitability milestones.
• Leverage community relations and development centers of influence to generate leads and facilitate introductions.
• Communicate the firm’s resources, value proposition, solutions, and services to representatives from our participating referral programs.
• Generate new business opportunities through prospecting, lead generation, and closed sales in custodial referral programs.
• Conduct regular presentations of Curi RMB Capital’s services to referral partner associates in their offices and at various regional events.
• Profile and understand prospective client needs and match those requirements to the firm’s offerings.
• Engage and articulate prospective client needs to the firm’s wealth advisory teams.
• Represent and communicate various investment strategies and solutions to prospective clients and referral partner representatives.
• Develop and maintain a high-level understanding of solutions, products, and services.
• Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals, and deliver presentations.
• Keep abreast of current trends and identify new business development opportunities.
• Log all contacts daily in the SalesForce system, including inbound and outbound calls, voicemails, emails, conference calls, seminars, etc.
  
  

Key Skills

• Proven success in selling to new and existing clients with special consideration for those with experience in the Fidelity Wealth Advisor Solutions (WAS) program, or similar.
• Experience working with individuals at all organizational levels.
• Demonstrated knowledge and facilitation of the sales cycle/process
• Strong problem-solving, negotiation, and persuasive skills.
• Effective written communication skills with the ability to adapt to different audiences.
• Excellent presentation communication skills for addressing individuals and groups in formal and informal settings.
• Demonstrated/documented healthy sales pipeline via Salesforce.
• Ability to build and maintain professional relationships with clients, prospective clients, and internal and community contacts.
• Willingness to travel up to 25% - 50%.
  
  

Competencies

• Client Service Excellence: Consistently builds client trust through responsiveness and proactivity; exceeds client expectations in service delivery.
• Business Acumen: Understands business implications of decisions; demonstrates knowledge of market and competition; aligns work with strategic goals.
• Results Orientation: Takes responsibility for positive outcomes; creates solutions through deep understanding; demonstrates uncompromising standards.
• Communication: Effectively communicates to achieve alignment; actively listens and adjusts communication for various audiences and situations.
• Collaboration: Promotes an inclusive and respectful working environment; seeks diverse perspectives; cooperates, sharing information toward a common goal.
• Analytical Skills: Ensures decisions are based on accurate information and comprehensive analysis; critically evaluates options from multiple perspectives.
• Initiative: Proactively seeks opportunities for improvement; exhibits a positive, take-charge attitude; demonstrates curiosity and a desire to enhance processes.
  
  

Key Qualifications

• More than five years of experience in financial industry sales. Undergraduate degree from an accredited college or university.
  
  

Key licenses

• Series 65/66 or CFP certification.
  
  

Benefits

Curi 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, 401(k) and employer match, short-term disability, long-term disability and 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 client services, we invite you to apply for the Business Development Officer position at Curi RMB Capital and be part of our mission to deliver exceptional wealth management services.

• 1
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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