Technology Solutions Generalist
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
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 3rd 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 firmwide 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 four-year college or university, or two to three years of related experience and/or training, or 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
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$75,000 - $100,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
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.
Built On...
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
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, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.
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