New

Senior Relationship Manager, Family Office Se

Curi RMB Capital
250000.00 To 300000.00 (USD) Annually
life insurance, paid holidays, flex time, 401(k), retirement plan
United States, Wisconsin, Milwaukee
May 09, 2025
Title Senior Relationship Manager, Family Office Services Location Chicago, Illinois About Us Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with more than $13 billion in assets under management. We are seeking an Senior Relationship Manager for our Family Office Services team in Chicago, Illinois reporting to the Managing Director of Family Office Services. At Curi RMB Capital, we are committed to building relationships and making a difference in our client's financial wellness. We regularly appreciate our employees who demonstrate our values. We host monthly themed events to allow our employees to build relationships with one another beyond the workday interactions. We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are: Accountability Curiosity Teamwork Inclusion Service Commitment We are actively committed to each other's personal, professional, and financial growth. We believe there is no greater accomplishment than knowing that, at the end of the day, we are making a difference in the lives of our clients. Curi RMB Capital is among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois; Denver, Colorado; Lake Forest, Illinois; Milwaukee, Wisconsin; Minneapolis, Minnesota; Oakbrook Terrace, Illinois; Raleigh, North Carolina; St. Joseph, Michigan; and Washington D.C. The Role This position is responsible for developing, growing, retaining, and leading client relationships. This is an integral role in the firm and the employee is responsible for delivering the Curi RMB Capital Family Office menu of services. Key Skills Investments Deliver comprehensive high level investment advice and recommendations on a wide variety of asset classes including: Public securities of all types Hedge funds Private Equity Private real estate Commodities/futures Options Operating Companies Venture capital Be knowledgeable on all aspects of the Curi RMB Capital investment philosophy and strategy Develop, present, implement and monitor client specific plans Planning Deliver comprehensive, high-level advice and recommendations on a wide variety of planning topics which include (but are not limited to): Estate planning Complex transfer strategies Retirement strategies Charitable strategies Life insurance Property & casualty insurance Family governance Family financial education Coordinate other trusted advisors including estate planning, tax and insurance professionals Client Service Demonstrate value through a customized approach that provides insight and recommendations that exceed client expectations Provide best in class client service through proactive client communications, regularly scheduled meetings, distribution of relevant reporting and analysis, and promptly responding to client requests Offer leadership, direction and support to team members Embrace Curi RMB Capital's culture of compliance and client security Key Qualifications Required Qualifications 4+ Years of relevant work experience. Bachelor's Degree from four-year college or university or three to five years of related experience and/or training. Computer skills required: Microsoft Office Suite Bachelor's Degree from four-year college or university, or ten+ years of related experience and/or training, or equivalent combination of education and experience Certificates, licenses and registrations required: CFP Computer skills required: Microsoft Office Suite Preferred Qualifications Advanced degree preferred Experience with ultra-high net worth families or a family office a plus Demonstrated expertise in complex wealth and estate planning Benefits Curi 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. Curi RMB Capital is an independent investment advisory firm. To learn more, visit www.rmbcap.com. Curi RMB Capital LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Curi RMB Capital LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.