Chief Growth Officer

Curi Capital • Chicago, IL

4h • $200,000 - $300,000

About The Position

Curi Capital is seeking a visionary, entrepreneurial, and results-oriented Chief Growth Officer to lead the firm’s next phase of growth and expansion. As a member of the Executive Leadership Team, the CGO will develop and execute the firm’s enterprise growth strategy and build the infrastructure, talent, and processes required to scale nationally.

The CGO will oversee business development and client acquisition, partnering with executive leadership, marketing, advisory teams, and strategic partners to identify growth opportunities. The role will expand referral networks, increase market share, enhance client acquisition, and drive long-term enterprise value. The CGO will also advise the CEO on growth initiatives and support strategic planning and potential acquisitions, mergers, recruiting, and partnerships.

The position involves travel of approximately 20% initially, potentially increasing to 50% as the business development organization and national growth initiatives expand. Compensation includes a base salary, performance-based incentive compensation, and long-term equity participation. The stated U.S. base salary range is $200,000–$300,000, commensurate with experience and education.

Requirements

• Bachelor’s degree required.
• Series 65 required.
• At least 15 years of progressive leadership experience in wealth management, investment advisory, financial services, asset management, or a related professional services industry.
• Proven track record developing and executing enterprise-wide growth strategies that drive revenue, client acquisition, profitability, and market expansion.
• Demonstrated success building, leading, and scaling high-performing business development, sales, marketing, or growth organizations.
• Significant executive leadership experience with responsibility for strategic planning, revenue growth, and organizational performance.
• Deep understanding of the RIA, wealth management, and financial services landscape.
• Experience identifying and executing new market opportunities, referral partnerships, advisor recruiting initiatives, and growth channels.
• Strong financial and business acumen, including forecasting, budgeting, revenue planning, and P&L oversight.
• Understanding of digital marketing, client acquisition strategies, CRM systems, lead generation tools, analytics platforms, and growth technologies.
• Experience collaborating with executive leadership teams, boards of directors, and key stakeholders to achieve strategic objectives.
• Ability to influence and build relationships with clients, referral partners, custodians, industry professionals, and centers of influence.
• Strong communication, negotiation, leadership, and team-building skills.
• Leadership style that reflects and reinforces Curi Capital’s values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment.

Nice To Haves

• MBA or other advanced degree.
• CFP®, CFA®, or another advanced industry designation.

Responsibilities

• Develop and execute the firm’s long-term enterprise growth strategy in partnership with the Executive Leadership Team.
• Identify organic growth opportunities through advisor recruiting, referral channels, marketing initiatives, strategic partnerships, and market expansion.
• Evaluate new markets, client segments, and service offerings, and monitor industry trends, competitive dynamics, and emerging opportunities.
• Develop growth plans aligned with the firm’s financial objectives and long-term vision.
• Create and execute the go-to-market strategy for business development and client acquisition.
• Drive revenue growth and profitability across business development channels.
• Expand and optimize referral channels, including custodial referral programs, professional centers of influence, strategic alliances, and firm-generated leads.
• Use professional and personal networks to generate introductions and business opportunities.
• Establish key performance indicators, reporting frameworks, and accountability measures; monitor activities, pipelines, conversion metrics, and revenue outcomes.
• Recruit, onboard, develop, and retain business development talent, scaling the team from four professionals to fifteen or more over two to five years.
• Coach and mentor Directors of Business Development and Business Development Associates through performance management and professional development.
• Build a high-performance culture emphasizing individual results, teamwork, collaboration, accountability, and shared success.
• Align team objectives, incentives, and development plans with organizational growth goals.
• Partner with Marketing on integrated growth strategies and lead generation.
• Collaborate with advisory, operations, client service, and leadership teams to create a seamless prospect-to-client experience.
• Champion technology, data analytics, and growth platforms to improve sales effectiveness, client engagement, and scalability.
• Drive cross-departmental alignment so resources, priorities, and initiatives support firm-wide growth objectives.
• Advise the CEO on growth-related initiatives, opportunities, and challenges.
• Participate in strategic planning, budgeting, forecasting, and enterprise decision-making.
• Support evaluation and execution of acquisition, merger, recruiting, and partnership opportunities, and assist with integration and realization of resulting growth opportunities.

Benefits

• Comprehensive medical, dental, vision, and life insurance for eligible team members and their dependents.
• Education assistance.
• Annual bonus opportunity.
• 401(k) with employer match.
• Short-term and long-term disability.
• Flexible time off.
• 13 paid holidays annually.
• Performance-based incentive compensation.
• Long-term equity participation.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive