Chief Growth Officer

Curi Capital • Chicago, IL

11h

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 enterprise growth strategy and build the infrastructure, talent, and processes needed to scale the business nationally. The role oversees business development and client acquisition and partners with executive leadership, marketing, advisory teams, and strategic partners to expand referral networks, increase market share, strengthen client acquisition, and drive long-term enterprise value.

The CGO will lead enterprise growth planning, revenue generation, business development, and team development. The role will scale the business development organization from four professionals to at least fifteen over the next two to five years, while establishing performance measures and a high-performance culture. The CGO will also collaborate across functions, advise the CEO on growth initiatives, participate in enterprise planning and decision-making, and support potential acquisitions, mergers, recruiting, partnerships, and related integrations.

The position requires a bachelor's degree and Series 65. An MBA or other advanced degree and credentials such as CFP® or CFA® are preferred. Candidates should have 15 or more years of progressive leadership experience in wealth management, investment advisory, financial services, asset management, or a related professional services industry. Travel is expected to be approximately 20% initially and may increase to 50% as the organization and national growth initiatives expand.

Compensation includes a base salary, performance-based incentive compensation, and long-term equity participation. The base salary is commensurate with experience and education; the stated U.S. pay range is $200,000–$300,000. Eligible team members and dependents may receive comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, a 401(k) with employer match, short- and long-term disability, flexible time off, and 13 paid holidays annually.

Requirements

• Bachelor's degree required.
• Series 65 required.
• At least 15 years of progressive leadership experience within 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.
• 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 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 that support strategic objectives.
• Monitor industry trends, competitive dynamics, and emerging opportunities to inform decisions.
• Develop and maintain growth plans aligned with financial objectives and the firm's 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 for growth performance.
• Monitor business development activity, pipeline management, conversion metrics, and revenue outcomes.
• Recruit, onboard, develop, and retain talent across the business development organization.
• Scale the business development team from four professionals to fifteen or more over the next 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 balancing 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.
• Promote the use of technology, data analytics, and growth platforms to improve sales effectiveness, client engagement, and scalability.
• Align departments, resources, priorities, and initiatives with firm-wide growth objectives.
• Advise and partner with the CEO on growth-related initiatives, opportunities, and challenges.
• Participate in strategic planning, budgeting, forecasting, and enterprise decision-making.
• Support evaluation and execution of potential acquisitions, mergers, recruiting, and partnership opportunities aligned with the firm's strategic goals.
• Assist with integration and realization of growth opportunities resulting from strategic investments or acquisitions.

Benefits

• Eligible team members and their dependents receive comprehensive health benefits, including medical, dental, vision, and life insurance.
• 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 and long-term equity participation.

What This Job Offers

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