Wealth BD Associate | Hybrid | Prospecting & Proposals

Curi Capital; Chicago (IL); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) with employer match

Annual bonus opportunity

13 paid holidays annually

Job summary

Curi Capital, a national RIA based in Chicago, is hiring a Business Development Associate for its national team. The role focuses on identifying and qualifying prospective clients, creating opportunities, and supporting Directors of Business Development from the Chicago office.

Candidates should be proactive, organized, and comfortable using multiple software platforms. Hybrid work is offered with a preference for in-office presence three days per week.

Qualifications

• One to three years of experience working with a business development or sales team at a financial services firm required.
• Series 65 license preferred.

Responsibilities

• Make outbound calls and emails to identify and engage prospective clients.
• Research and qualify prospective clients to determine fit and opportunities for the firm.
• Schedule introductory meetings for the Directors of Business Development.
• Support Directors with follow-up and ongoing communication.
• Prepare customized prospect proposals, presentations, and meeting materials.
• Maintain accurate prospect activity, contact information, notes, and follow-up in CRM.
• Ensure CRM data is accurate and up to date.
• Assist with data entry, reporting, and tracking of the business development pipeline.
• Collaborate with Directors and team across the firm to support growth initiatives.

Skills

Outbound calling

Communication skills

Detail-oriented

Organizational skills

Team collaboration

Prospect research

Education

Series 65 license

Tools

CRM

Microsoft Office

Job description

Curi Capital, a national RIA based in Chicago, is hiring a Business Development Associate for its national team. The role focuses on identifying and qualifying prospective clients, creating opportunities, and supporting Directors of Business Development from the Chicago office.

Candidates should be proactive, organized, and comfortable using multiple software platforms. Hybrid work is offered with a preference for in-office presence three days per week.