Job Description
Title
Technology Solutions Generalist
Location
Chicago, Illinois
Hybrid three days a week at our downtown Chicago office: 1 N. Wacker Drive, Suite 3500
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
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.
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
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 a …
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Compensation
The base salary will be commensurate with an individual's work experience and educational background.
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, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.
#LI-Hybrid
Technology Solutions Generalist
Location
Chicago, Illinois
Hybrid three days a week at our downtown Chicago office: 1 N. Wacker Drive, Suite 3500
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
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.
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
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 a …
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.
Compensation
The base salary will be commensurate with an individual's work experience and educational background.
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, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.
#LI-Hybrid
💡 Quick Summary
Seeking a career-building opportunity? The Technology Solutions Generalist- post position is now open for candidates interested in the IT Engineer & Developer Jobs sector. This role in Chicago offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in IT Engineer & Developer Jobs is a plus.
