Chief Growth Officer

The role

The Chief Growth Officer will develop and execute the firm's enterprise growth strategy and lead the business development organization. This role involves building infrastructure to scale the business nationally and overseeing client acquisition initiatives.

What you will do

• Develop and execute the firm's long-term growth strategy.
• Identify opportunities for organic growth through recruiting, referral channels, and marketing.
• Create and execute the go-to-market strategy for business development and client acquisition.
• Expand and optimize key referral channels and strategic alliances.
• Recruit, onboard, develop, and retain top talent across the business development organization.
• Scale the business development team to fifteen or more professionals over the next two to five years.
• Partner with Marketing to develop integrated growth strategies.
• Collaborate with advisory, operations, and client service teams.
• Serve as a strategic partner to the CEO on growth-related initiatives.
• Support evaluation and execution of potential acquisition, merger, and partnership opportunities.

Required qualifications

• Bachelor's degree
• Series 65
• 15+ years of progressive leadership experience within wealth management, investment advisory, financial services, asset management, or a related professional services industry.

Nice to have

• MBA or other advanced degree
• CFP®
• CFA®
• other advanced industry designation

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term disability
• Long-term disability
• Flexible time off
• 13 paid holidays annually

About the company

Curi Capital is a national registered investment advisory firm based in Chicago founded in 2005. It is ranked among Barron’s Top 100 Independent Registered Investment Advisors globally.