Full-Time

Managing Director of People

Updated on 8/21/2026

Curi Capital

Curi Capital

11-50 employees

Fee-only wealth management and financial planning

Compensation Overview

$180k - $220k/yr

+ Annual bonus + Equity participation

Chicago, IL, USA

Hybrid

Three days on-site per week required.

Category
People & HR (1)
Required Skills
Human Resources Information System (HRIS)

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Requirements
  • At least 10 years of progressive People experience, including at least 3 years in a senior leadership role.
  • Experience as a People Leader at a registered investment advisor, wealth management firm, broker-dealer, or asset management firm.
  • Deep expertise across talent acquisition, compensation, employee relations, learning and development, and compliance.
  • Proven success building and scaling People programs in a high-growth, mid-size organization.
  • Demonstrated ability to influence senior leaders and navigate complex organizational dynamics.
  • Exceptional communication skills with the ability to build trust across all levels.
  • Strong business acumen and ability to align People strategy with organizational goals.
  • Excellent project management and problem-solving abilities, with the sense of urgency to move swiftly.
  • High level of professionalism, discretion, and sound judgment.
Responsibilities
  • Serve as a trusted advisor to the Executive Leadership Team and department heads on people-related matters.
  • Design and execute a multi-year People roadmap aligned to the firm’s growth strategy and culture.
  • Translate business objectives into workforce planning, organizational design, and talent priorities.
  • Advise on organizational structure as the firm scales headcount, expands locations, and pursues acquisitions.
  • Build and continuously improve performance management processes, including goal-setting and feedback frameworks.
  • Partner with managers to develop high-potential employees and address performance challenges.
  • Design and deliver learning and development programs, including leadership development and manager training.
  • Create career pathing frameworks that enhance retention and motivate advancement.
  • Champion a culture grounded in the company’s core values.
  • Lead employee engagement initiatives and translate insights into actionable plans.
  • Serve as a resource for employee relations, investigations, and conflict resolution.
  • Oversee full-cycle recruitment across all levels, with a focus on advisor and operations talent.
  • Design and implement succession planning strategies for key roles across the firm.
  • Develop and administer compensation structures and annual review processes.
  • Conduct market benchmarking using industry data.
  • Ensure pay equity, transparency, and scalability as the organization grows.
  • Ensure compliance with federal and state employment laws, including the Fair Labor Standards Act, Family and Medical Leave Act, Americans with Disabilities Act, and Employee Retirement Income Security Act.
  • Oversee People analytics, reporting, policies, and procedures.
  • Manage the People budget and external vendor relationships.
  • Lead and develop People team members to deliver high-quality support.
  • Serve as liaison with shared services partners for benefits strategy, payroll administration, and human resources information system optimization.
Desired Qualifications
  • Familiarity with the registered investment advisor regulatory environment and related People considerations.
  • SHRM-SCP, SPHR, or equivalent certification.
  • Experience supporting organizations with 80–300 employees.
  • Exposure to mergers and acquisitions integrations, multi-state employment, and office expansion.

Curi Capital offers full-service, fee-only wealth management, financial planning, and retirement plan solutions for high-net-worth individuals, ultra-high-net-worth families, and businesses. Its services are delivered through a team-based, client-centric approach that combines investment management and planning, with access to advisory services via Curi Capital (SEC-registered) and securities through Lion Street Financial. The firm differentiates itself with personalized, solutions-based guidance and a high-touch, tailored planning process rather than generic products. Its goal is to help clients achieve true wealth as they define it, whether that means preserving family wealth, enjoying retirement, or gaining peace of mind for life's uncertainties.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Raleigh, North Carolina

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • March 31, 2026 AUA reached $13.63 billion, showing recent growth momentum.
  • The firm added a Denver, Chicago North Shore, and Oakbrook Terrace footprint for local coverage.
  • RMB-fund advisory agreements run through September 18, 2027, preserving fee visibility.

What critics are saying

  • July 1, 2025 rebranding back from Curi RMB Capital signals integration friction and brand confusion.
  • SEC filings show $11.6 billion RAUM, but discretionary assets remain only $9.3 billion.
  • A failed integration with RMB would damage advisor retention and client trust within 12 months.

What makes Curi Capital unique

  • Chicago-headquartered Curi Capital runs fee-only wealth management across six Midwest and Southeast offices.
  • December 31, 2025 RAUM reached $11.6 billion, giving scale for affluent households.
  • The 2024 RMB merger created a broader platform with 180 employees and shared leadership.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Flexible Work Hours

Paid Holidays

Tuition Reimbursement

Professional Development Budget

Performance Bonus

Company News

Business Wire
Nov 22nd, 2023
Curi Capital to Merge with RMB Capital

Curi announced a definitive agreement to acquire a majority stake of RMB Capital. As part of the agreement, Curi Capital will merge with RMB.