{"id":2962824,"url":"https://alion.io/job/curi-capital-business-development-associate","title":"Business Development Associate","company":{"id":673988,"name":"Curi Capital","domain":"curicapital.com","url":"https://alion.io/company/curicapital","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":43,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Management","role_family":"Management","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Chicago, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":75000,"currency":"USD","period":"year","gross":null,"usd_annual":75000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-20T19:27:08Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-11-01T13:33:57Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"About Us\nCuri Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. 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.\nAbout the Role\nWe are looking for a motivated, detail-oriented Business Development Associate to join our national Business Development team and work out of our Chicago office.\nThis role will play an important part in supporting the firm’s growth by identifying and qualifying prospective clients, creating new opportunities, supporting the Directors of Business Development, and helping maintain the systems and data that support the team’s efforts.\nThe ideal candidate is comfortable picking up the phone, sending thoughtful outbound emails, and proactively engaging with prospective clients. They are also highly organized, technologically capable, and comfortable working across a variety of software platforms. This is a great opportunity for someone who is energized by creating connections, enjoys working toward goals, and takes pride in accuracy, organization, and follow-through.\nHybrid Work\nAt Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. \nKey Responsibilities\nConduct outbound calls and emails to identify and engage prospective clients\nResearch and qualify prospective clients to determine fit and potential opportunities for the firm\nProactively schedule introductory meetings for the Directors of Business Development\nSupport the Directors of Business Development with prospect follow-up and ongoing communication\nAssist in preparing customized prospect proposals, presentations, and meeting materials\nGather, organize, and maintain information needed to build accurate and compelling proposals\nMaintain accurate prospect activity, contact information, notes, and follow-up within the firm’s CRM\nHelp ensure CRM data is accurate, complete, and up to date\nAssist with data entry, reporting, and tracking related to the business development pipeline\nWork comfortably across a variety of software programs and platforms used by the Business Development team\nHelp identify opportunities to improve organization, processes, and data management\nParticipate in prospect meetings and gain exposure to the full business development process\nAssist with prospect and market research and other national business development initiatives\nCollaborate with Directors of Business Development and colleagues across the firm to support growth initiatives\nWhat We’re Looking For\nHighly motivated and driven with a desire to build a career in wealth management and business development\nComfortable making outbound calls and initiating conversations with prospective clients\nConfident asking for meetings and persistent in following up with prospects\nStrong written and verbal communication skills\nExtremely detail-oriented with excellent organizational and follow-through skills\nTechnologically savvy and comfortable learning and working within a variety of software programs\nStrong proficiency with Microsoft Office; experience with CRM, prospecting, or database management tools is a plus\nAble to manage multiple priorities and deadlines in a fast-paced environment\nPersonable and comfortable communicating with professionals and high-net-worth individuals\nSelf-starter who takes initiative and is not afraid to pick up the phone and create an opportunity\nCollaborative team player who enjoys supporting others and contributing to a shared goal\nPrior experience in financial services, wealth management, sales, business development, or a related field is preferred but not required\nKey Qualifications\nBachelor’s degree required\nOne to three years of experience working with a business development or sales team at a financial services firm required\nSeries 65 license preferred\nWhat Success Looks Like\nSuccess in this role means consistently creating qualified opportunities for the Directors of Business Development, maintaining clean and accurate prospect data, and becoming a trusted partner to the national Business Development team.\nOver time, the Associate will develop a strong understanding of the firm, its clients, and its value proposition while gaining hands-on experience across prospecting, relationship development, proposal creation, CRM management, and the broader business development process.\nThe base salary will be commensurate with an individual's work experience and educational background.\nUS Pay Range\n$70,000—$75,000 USD\nOur Vision: To be the trusted partner in medicine, business, and life. \nOur 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. \nOur Values:\nAccountability: We are driven to act, work with integrity, and deliver results. \nCuriosity: We ask and listen, stay curious, and are eager to learn. \nTeamwork: We build strong relationships, celebrate success, and partner for greater impact. \nInclusion: We respect, recognize, and encourage the differences that make us stronger-we are better together\nBuilt On; \nService Commitment:We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities. \nOur Benefits\nCuri 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.\nReview our Privacy Policy here.","description_format":"text","description_chars":6085,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Education assistance","Flexible time off","Hybrid work","Life insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-20T23:21:38Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":11,"expected_fill_days":43,"reasons":["conf:0","win:early","comp:junior"],"computed_at":"2026-11-01T06:10:25Z"},"pay":{"stated_usd_annual":75000,"is_top_pay":false},"html_url":"https://alion.io/job/curi-capital-business-development-associate","json_url":"https://alion.io/job/curi-capital-business-development-associate.json","meta":{"generated_at":"2026-11-01T16:05:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24730,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-02T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673988},"rest":"https://alion.io/mcp/rest/get_company?id=673988"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcuri-capital-business-development-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcuri-capital-business-development-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcuri-capital-business-development-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/curi-capital-business-development-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcuri-capital-business-development-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":2962824}},{"tool":"search_jobs","arguments":{"company":"curicapital.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":2962824},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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