Director of Business Development - Curi RMB Capital LLC

Curi RMB Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with more than $14 billion in assets under management. We are seeking a Director of Business Development based in our Chicago, IL office, reporting to the Chief Client Officer.

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 give our employees the opportunity 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 the personal, professional, and financial growth of each other. 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 counted 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.

About The Role

At Curi RMB Capital, we are driven to deliver superior investment outcomes for our clients which range from high-net worth and ultra-high net worth individuals and families to foundations, corporations, universities, and other institutional clients.

As the Director of Business Development, you will be a key member of our sales leadership team. You will be responsible for leading people, establishing processes, and driving business results within the custodial referral program. You will directly manage a team of high-performing Business Development Leaders focused on revenue and profitability growth through three main client referral platforms: custodial partners, retirement plan solutions and healthcare professionals. Your team dedicated to custodial partners will be responsible for converting those referrals to clients. You will oversee all aspects of the sales function, including team leadership, strategic planning, business development, and leveraging data to enhance sales processes. You will be responsible for training, mentoring, and coaching new and tenured team members to consistently achieve strong results.

Key Responsibilities

Team Leadership & Management

• Lead, mentor, and inspire a high-performing sales team, providing guidance, coaching, and professional development opportunities to maximize individual and collective success.
• Recruit, hire and develop high-performing sales leaders to execute and achieve deliverables and performance targets.
• Regularly participate in in-person and virtual meetings held by the BDOs with custodial partners (branch meetings/client events) and referred individual investors throughout the sales process to provide ongoing coaching to the BDO team.

Data-Driven Performance Management

• Establish clear sales targets, metrics, and KPIs, and continuously monitor performance against goals, taking proactive measures to address any gaps or challenges.
• Utilize data analytics and insights to inform decision-making, optimize sales processes, and drive continuous improvement across the sales organization.
• Drive annual improvements in team sales efficiency, conversion rates and new BDO ramp time.

Sales Process & Strategy Development

• Collaborate with cross-functional teams to build, evolve, and optimize sales processes, leveraging data-driven insights to streamline workflows, improve efficiency, and enhance the customer experience.
• Develop and implement comprehensive sales strategies to drive revenue growth, expand market presence, and achieve business objectives.
• Advocate for BDOs Internally to enhance sales processes and results.
• Work with BDO team to determine areas of inefficiency in their current approach.
• Work cross-functionally with other internal leaders to overcome and address these challenges.
• Represent BDO needs and share team perspective among the broader growth leadership team.
• Interface with Custodial Partner Leadership to Drive Results.
• Speak with branch managers regularly to understand what is needed to excel.

Key Skills

• Proven success leading a sales team
• Experience working with individuals at all levels of an organization
• Demonstrated knowledge and facilitation of sales cycle & process
• Problem-solving, negotiation and persuasive skills
• Effective written communication skills with the ability to adapt to different audiences
• Effective presentation and communication skills with the ability to address individuals and groups in formal and informal settings
• Ability to build and maintain professional relationships with clients, prospective clients, and internal and community contacts
• Proven ability to leverage data analytics and insights to enhance processes & drive results
• Strong leadership & team building skills with the ability to inspire and motivate a diverse team

Key Experience and Education

• Bachelor's degree in business; finance, economics or related
• Minimum 10 years in Financial Services sales
• Minimum 5 years in a senior sales leadership role
• Proficient with Microsoft Office Suite or related software
• Familiarity with Salesforce and support org functionality
• FINRA Series 65 preferred
• CFP® or other planning designation preferred

Travel Expectations

• Up to 25% - 50% travel

Perks

Benefits - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, employee assistance program and pet insurance.

Hybrid Work, Stipend and Dress for Your Day - We have a hybrid work model where employees are encouraged to work at least 3 days in the office. We offer a Home Office Stipend to cover the cost of buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

Wellness Program - We are committed to helping our employees live happy and healthy lives. We offer a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards and more by participating.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.

Volunteer Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about philanthropy which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

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.

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