Technology Solutions Generalist

Curi Capital; Chicago (IL); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health benefits

Education assistance

401(k) with employer match

Flexible time off

Short-term disability

Long-term disability

Paid holidays

Job summary

A financial advisory firm in Chicago is seeking a Technology Solutions Generalist to support its technology strategy and operations. This mid-senior level position calls for 3-5 years experience in financial services. Responsibilities include managing IT processes, optimizing third-party systems, and collaborating on data integrity initiatives. Comprehensive benefits are offered to eligible team members, including healthcare and 401(k) matching.

Qualifications

• Bachelor’s Degree from a four-year college or university or equivalent experience.
• Experience working in the RIA industry with relevant software.
• Knowledge in Business Intelligence and data management.

Responsibilities

• Manage IT processes and optimize third-party systems.
• Automate manual processes to enhance efficiency.
• Support firm-wide tech initiatives including data and cybersecurity.

Skills

Workflow automation

Data management

Communication skills

Organization

Self-management

Education

Bachelor’s Degree in relevant field

Tools

Advent APX/Moxy

Envestnet Tamarac

Salesforce Financial Services Cloud

Microsoft SQL Server

Tableau

Job description

Base pay range

$75,000.00/yr - $100,000.00/yr

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) 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 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 Technology Solutions Generalist, you will be a key contributor to the firm’s technology strategy and operations. Reporting to the Manager of Technology Solutions, you’ll manage projects and execute tasks that support the firm’s technical infrastructure and business objectives. Leveraging 3–5 years of experience in an RIA or financial services environment, you’ll apply your expertise in workflow automation and data management while exploring innovative solutions in Artificial Intelligence and Business Intelligence. Your work will help drive efficiency, enhance decision‑making, and ensure the success of Curi Capital’s technology initiatives.

Key Responsibilities

• Creates, monitors, and evaluates IT processes.
• Partners with teams to fully automate manual processes and workarounds.
• Contributes to the support and optimization of platform interoperability and efficiency.
• Supports, maintains, and optimizes critical third‑party systems, including Advent APX/Moxy and Envestnet Tamarac.
• Manages and evolves document management solutions, including OneDrive and SharePoint.
• Collaborates with the IT Team to promote firm‑wide initiatives, including data integrity, cybersecurity, and technical best practices.
• Communicates and solves issues across all business units and teams.
• Performs other related duties as assigned by management.

Key Qualifications

• Bachelor’s Degree from a four‑year college or university, or two to three years of related experience and/or training, or an equivalent combination of education and experience.
• Experience working in the RIA industry utilizing industry‑related software, including Advent APX/Moxy, Envestnet Tamarac, Salesforce Financial Services Cloud, and Microsoft Office Suite.
• Proven success implementing third‑party platforms and managing vendor deliverables.
• Strong data integration skills between different systems and applications.
• Strong written and verbal communication skills.
• Strong work ethic, organization, and self‑management skills.
• Knowledge and interest in Business Intelligence, and database design and management, including Microsoft SQL Server and Tableau.

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

Compensation

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

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, 401(k) and employer match, short‑term disability, long‑term disability, and flexible time off, 10 paid holidays, and summer hours.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Human Resources