Chief Growth Officer

Role Overview

Curi Capital is seeking a visionary Chief Growth Officer to lead the firm’s next phase of growth and expansion. The CGO will be responsible for developing and executing the firm’s enterprise growth strategy while building the infrastructure, talent, and processes necessary to scale the business nationally.

What You Will Do

The Chief Growth Officer will oversee business development and client acquisition initiatives, while partnering closely with executive leadership, marketing, advisory teams, and strategic partners to identify new opportunities for growth.

Why It Might Be a Fit

This is a rare opportunity to join the executive leadership team of one of the nation’s leading independent wealth management firms and shape its next chapter of growth.

Requirements

• Proven track record of developing and executing enterprise-wide growth strategies
• Demonstrated success building, leading, and scaling high-performing business development, sales, marketing, or growth organizations
• Significant executive leadership experience with responsibility for strategic planning, revenue growth, and organizational performance
• Deep understanding of the RIA, wealth management, and financial services landscape
• Experience identifying and executing new market opportunities, referral partnerships, advisor recruiting initiatives, and growth channels
• Exceptional financial and business acumen, including forecasting, budgeting, revenue planning, and P&L oversight
• Strong understanding of digital marketing, client acquisition strategies, CRM systems, lead generation tools, analytics platforms, and growth technologies
• Experience collaborating with executive leadership teams, boards of directors, and key stakeholders to achieve strategic objectives
• Demonstrated ability to influence and build relationships with clients, referral partners, custodians, industry professionals, and centers of influence
• Strong communication, negotiation, leadership, and team-building skills
• Leadership style that reflects and reinforces Curi Capital’s values of Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment

Benefits

• Comprehensive health benefits
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually

Tagged as: Financial Modeling, Forecasting, Revenue Modeling