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Wealth Investment Operations Specialist

Curi Capital is a rapidly-growing Registered Investment Advisory firm headquartered in Raleigh, North Carolina. Curi Capital provides comprehensive financial advice, including wealth management, retirement plan solutions, and private investments to physicians, medical groups, and other professionals.

The Role

Curi Capital is looking for an experienced wealth operations professional with strong knowledge of all routine RIA processes to join their team as a Wealth Investment Operations Specialist. In this role, you will help Curi Capital achieve superior results by implementing processes that will enable the organization to scale operations and directly supporting Financial Advisors and executive leadership.

Responsibilities

  • Scale wealth management processes, including, but not limited to, new account opening, cash movement, report generation, fee billing, and private placements
  • Generate client and prospective-client facing investment content
  • Analyze investment portfolios and providing recommendations
  • Monitor discretionary strategies and implementing trades, including daily rebalancing, ad hoc tactical shifts, and tax loss harvesting
  • Directly support executive leadership and Financial Advisors

Qualifications

  • Four-year college degree
  • 3+ years wealth management experience
  • Superior oral and written communication skills
  • Knowledge of SEC regulations impacting RIAs
  • CFA or CFP designation or candidates preferred

Skills

  • Demonstrated ability to independently solve problems
  • Proficiency with Microsoft Excel and PowerPoint
  • Attentive to detail and task-oriented
  • Experience with Bloomberg, Morningstar Direct, and Zephyr
  • Experience with wealth management technology

 

EOE