Technology Solutions Generalist

Curi RMB Capital LLC • Chicago, IL

28d • Hybrid

About The Position

As a Technology Solutions Generalist, you will be a key contributor to the firm’s technology strategy and operations. Reporting to the Manager of Technology Solutions, you’ll manage projects and execute tasks that support the firm’s technical infrastructure and business objectives. Leveraging 3–5 years of experience in an RIA or financial services environment, you’ll apply your expertise in workflow automation and data management while exploring innovative solutions in Artificial Intelligence and Business Intelligence. Your work will help drive efficiency, enhance decision-making, and ensure the success of Curi Capital’s technology initiatives.

Requirements

• 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

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

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, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees